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Essential Utilities

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
526
Matthew Hamilton Rosenberg
$69K -$14K -320 -17%
EWM
527
Endurance Wealth Management
Rhode Island
$65K
BBHC
528
Brown Brothers Harriman & Co
New York
$64.1K
LWCFA
529
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61.1K
AAG
530
Armstrong Advisory Group
Massachusetts
$57.6K
NA
531
NewEdge Advisors
Louisiana
$55.6K -$217K -4,984 -80%
SIS
532
Sound Income Strategies
Florida
$54.7K +$87 +2 +0.2%
PFSC
533
Peoples Financial Services Corp
Pennsylvania
$54.6K
CWC
534
Carolinas Wealth Consulting
North Carolina
$50.9K
BTI
535
Blue Trust Inc
Georgia
$50K +$340 +7 +0.7%
OCM
536
Orion Capital Management
California
$49.1K +$49.1K +1,125 New
AF
537
Arrow Financial
New York
$47.2K
Jones Financial Companies
538
Jones Financial Companies
Missouri
$45.4K
ADL
539
Asset Dedication LLC
California
$45K
MFG
540
Mendota Financial Group
Wisconsin
$43.1K -$767 -15 -2%
M
541
MOTCO
Texas
$42.3K
CCC
542
Chelsea Counsel Company
California
$39.3K
HBW
543
Hazlett, Burt & Watson
West Virginia
$38K -$4.34K -100 -10%
AA
544
Addison Advisors
Vermont
$35.5K -$65.5K -1,500 -65%
FCT
545
First Community Trust
Iowa
$35K
CFGS
546
Concourse Financial Group Securities
Alabama
$34K -$611 -14 -2%
SSB
547
Sandy Spring Bank
Maryland
$33.7K
LTI
548
Laffer Tengler Investments
Tennessee
$33.7K +$33.7K +772 New
MA
549
MCF Advisors
Kentucky
$32.9K
PSB
550
Piscataqua Savings Bank
New Hampshire
$32.7K +$10.9K +250 +50%