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Essential Utilities

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
526
Endurance Wealth Management
Rhode Island
$72K
BBHC
527
Brown Brothers Harriman & Co
New York
$70.1K -$10.1K -212 -13%
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66.8K
AAG
529
Armstrong Advisory Group
Massachusetts
$63K +$63K +1,319 New
LS
530
Livforsakringsbolaget Skandia
Sweden
$62K
SIS
531
Sound Income Strategies
Florida
$59.7K +$95 +2 +0.2%
PFSC
532
Peoples Financial Services Corp
Pennsylvania
$59.7K
CWC
533
Carolinas Wealth Consulting
North Carolina
$55.7K
3IP
534
3Chopt Investment Partners
Virginia
$52.6K +$52.6K +1,102 New
AF
535
Arrow Financial
New York
$52K
Dimensional Fund Advisors
536
Dimensional Fund Advisors
Texas
$51.7K -$1.31K -27,489 -2%
ADL
537
Asset Dedication LLC
California
$50K
Jones Financial Companies
538
Jones Financial Companies
Missouri
$50K +$35.1K +730 +235%
HBW
539
Hazlett, Burt & Watson
West Virginia
$48K
M
540
MOTCO
Texas
$46.3K
CCC
541
Chelsea Counsel Company
California
$43K +$43K +900 New
BTI
542
Blue Trust Inc
Georgia
$42K -$3.13K -76 -7%
MFG
543
Mendota Financial Group
Wisconsin
$40.9K +$40.9K +858 New
RBC
544
Romano Brothers & Co
Illinois
$38.5K +$38.5K +806 New
FCT
545
First Community Trust
Iowa
$38K
CFGS
546
Concourse Financial Group Securities
Alabama
$37.8K +$859 +18 +2%
SSB
547
Sandy Spring Bank
Maryland
$36.9K +$29.1K +609 +371%
T
548
TOBAM
France
$36K -$32.6K -684 -48%
Loomis, Sayles & Company
549
Loomis, Sayles & Company
Massachusetts
$36K +$34.2K +713 +1,927%
MA
550
MCF Advisors
Kentucky
$36K +$191 +4 +0.5%