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Essential Utilities

598 hedge funds and large institutions have $8B invested in Essential Utilities in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 215 increasing their positions, 215 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+8
Holders Change %
+1.36%
% of All Funds
8.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
63
Increased
215
Reduced
215
Closed
45
Calls
$2.77M
Puts
$3.71M
Net Calls
-$941K
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
501
Lindbrook Capital
California
$35.1K +$112 +3 +0.3%
CCC
502
Chelsea Counsel Company
California
$33.6K
CIAS
503
CBIZ Investment Advisory Services
Ohio
$32.2K
CC
504
Cypress Capital
Tennessee
$31.4K +$31.4K +842 New
AF
505
Arrow Financial
New York
$31.1K -$9.33K -250 -23%
CAL
506
Capital Advisors Ltd
Ohio
$31K -$4.48K -121 -13%
WB
507
Webster Bank
Connecticut
$30.8K -$10.3K -275 -25%
AA
508
Addison Advisors
Vermont
$30.4K
FCT
509
First Community Trust
Iowa
$29.9K
MA
510
MCF Advisors
Kentucky
$28.1K
PSB
511
Piscataqua Savings Bank
New Hampshire
$28K
SWA
512
SOA Wealth Advisors
New York
$26.5K +$187 +5 +0.7%
PGAM
513
Princeton Global Asset Management
New Jersey
$26.3K
FCAS
514
First Command Advisory Services
Texas
$24.9K
SIS
515
Strategic Investment Solutions
Illinois
$24.1K +$24.1K +594 New
FPB
516
First PREMIER Bank
South Dakota
$24K
FFA
517
Farther Finance Advisors
California
$23.5K +$8.53K +230 +57%
FCA
518
FinTrust Capital Advisors
South Carolina
$23.3K
CSWM
519
Cassady Schiller Wealth Management
Ohio
$23.3K
CFM
520
Catalyst Funds Management
Australia
$22.4K -$3.73K -100 -14%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$21.1K
DIP
522
DT Investment Partners
Pennsylvania
$21.1K -$3.21K -86 -13%
BSB
523
Bangor Savings Bank
Maine
$21.1K +$21.1K +564 New
HWA
524
HHM Wealth Advisors
Tennessee
$20.9K
IA
525
IFP Advisors
Florida
$20K +$1.08K +29 +6%