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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 %
CA
526
CoreCap Advisors
Michigan
$17.1K +$17.1K +461 New
BCV
527
Banque Cantonale Vaudoise
Switzerland
$16K -$2.04K -56 -11%
C
528
Covestor
United Kingdom
$16K +$3.89K +103 +32%
PB
529
Pinnacle Bancorp
Nebraska
$15.7K
JWA
530
JFS Wealth Advisors
Pennsylvania
$15K +$1.59K +43 +12%
Bessemer Group
531
Bessemer Group
New Jersey
$15K -$1.75M -47,985 -99%
FFA
532
Farther Finance Advisors
California
$14.9K -$882 -24 -6%
CSB
533
City State Bank
Iowa
$14K
RF
534
Robbins Farley
New Hampshire
$13.9K
NF
535
Norwood Financial
Pennsylvania
$13.9K
BGAI
536
Bruce G. Allen Investments
Colorado
$13.9K
CWP
537
Concord Wealth Partners
Virginia
$12.7K +$111 +3 +0.9%
HNB
538
Hilltop National Bank
Wyoming
$12K +$12K +325 New
FCG
539
Financial Connections Group
California
$12K
FFWA
540
FRG Family Wealth Advisors
Washington
$11.9K +$11.9K +325 New
CB
541
CNB Bank
Pennsylvania
$11.1K
AIC
542
Archer Investment Corporation
Indiana
$10.9K -$72.6K -1,958 -87%
VCM
543
Versant Capital Management
Arizona
$10.2K +$5.93K +160 +140%
CFD
544
Creative Financial Designs
Indiana
$10.1K +$5.12K +138 +102%
EWA
545
EverSource Wealth Advisors
Alabama
$9.8K -$13.9K -380 -59%
PWMG
546
Private Wealth Management Group
New Jersey
$8.97K
FHA
547
First Horizon Advisors
Tennessee
$8.26K +$222 +6 +3%
FGAM
548
Financial Gravity Asset Management
Texas
$7.8K +$7.8K +209 New
GJIA
549
Glass Jacobson Investment Advisors
Maryland
$7.41K
FIM
550
Fernwood Investment Management
Massachusetts
$7.41K +$7.41K +200 New