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Essential Utilities

639 hedge funds and large institutions have $9.18B invested in Essential Utilities in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-4
Holders Change %
-0.62%
% of All Funds
10.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
68
Increased
236
Reduced
191
Closed
63
Calls
$3.8M
Puts
$1.14M
Net Calls
+$2.66M
Net Calls Change
-$568K
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
526
Prospera Financial Services
Texas
$70K +$70K +1,372 New
TSW
527
Thompson Siegel & Walmsley
Virginia
$66K
CJL
528
Cyrus J. Lawrence
New York
$66K +$66K +1,292 New
PFSC
529
Peoples Financial Services Corp
Pennsylvania
$64K
SIS
530
Sound Income Strategies
Florida
$64K +$662 +13 +1%
LWA
531
Lenox Wealth Advisors
New York
$64K +$6.21K +120 +11%
TVWM
532
Tower View Wealth Management
Wisconsin
$62K +$357 +7 +0.6%
BCM
533
Birch Capital Management
Texas
$60K
CWC
534
Carolinas Wealth Consulting
North Carolina
$60K
C
535
Covestor
United Kingdom
$60K +$19.2K +376 +47%
T
536
TOBAM
France
$59K +$16.6K +326 +39%
IA
537
IndexIQ Advisors
New York
$56K -$5.22K -103 -9%
SCA
538
Stonebridge Capital Advisors
Minnesota
$55K
AF
539
Arrow Financial
New York
$55K
FCFS
540
First Command Financial Services
Texas
$55K
FCB
541
First Command Bank
Texas
$55K +$21.2K +419 +63%
ADL
542
Asset Dedication LLC
California
$53K
SCA
543
Sandy Cove Advisors
Massachusetts
$51K
M
544
MOTCO
Texas
$50K
CP
545
Corbenic Partners
Pennsylvania
$47K
GWA
546
Gibson Wealth Advisors
Texas
$46K
AA
547
Addison Advisors
Vermont
$42K
PK
548
Pflug Koory
Nebraska
$42K
FCT
549
First Community Trust
Iowa
$41K
HA
550
Herold Advisors
New York
$40.9K +$40.9K +800 New