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Essential Utilities

590 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 233 increasing their positions, 196 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-29
Holders Change %
-4.68%
% of All Funds
8.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
233
Reduced
196
Closed
67
Calls
$2.5M
Puts
$4.87M
Net Calls
-$2.37M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FCT
501
First Community Trust
Iowa
$29.7K
MA
502
MCF Advisors
Kentucky
$27.9K
PSB
503
Piscataqua Savings Bank
New Hampshire
$27.8K
PGAM
504
Princeton Global Asset Management
New Jersey
$26.1K
SWA
505
SOA Wealth Advisors
New York
$26.1K -$81.5K -2,201 -76%
CFM
506
Catalyst Funds Management
Australia
$25.9K +$25.9K +700 New
TCM
507
Tradewinds Capital Management
Washington
$25.9K +$23.2K +626 +858%
FCAS
508
First Command Advisory Services
Texas
$24.7K
DIP
509
DT Investment Partners
Pennsylvania
$24.1K
RMC
510
Resources Management Corp
Connecticut
$24K
FPB
511
First PREMIER Bank
South Dakota
$24K
HF
512
Halpern Financial
Virginia
$23.7K
FCA
513
FinTrust Capital Advisors
South Carolina
$23.2K +$23.2K +625 New
CSWM
514
Cassady Schiller Wealth Management
Ohio
$23.2K
PFBT
515
Parkside Financial Bank & Trust
Missouri
$21K -$1.48K -40 -7%
HWA
516
HHM Wealth Advisors
Tennessee
$20.8K
IBOK
517
Independence Bank of Kentucky
Kentucky
$19.6K +$19.6K +528 New
IA
518
IFP Advisors
Florida
$18.7K +$3.11K +84 +20%
BL
519
BFSG LLC
California
$18.7K
BC
520
Barrett & Company
Rhode Island
$18.5K
MRC
521
Millburn Ridgefield Corp
New York
$18.5K +$1.26K +34 +7%
CCA
522
Catalyst Capital Advisors
New York
$18.5K +$1.26K +34 +7%
MRCM
523
M&R Capital Management
New Jersey
$18.5K
ME
524
McIlrath & Eck
Washington
$18.3K
BBHC
525
Brown Brothers Harriman & Co
New York
$17.3K