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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 %
CAS
526
Coppell Advisory Solutions
Texas
$19.3K +$19.3K +518 New
SAM
527
Smartleaf Asset Management
Massachusetts
$19K +$17.2K +460 +958%
BC
528
Barrett & Company
Rhode Island
$18.7K
MRCM
529
M&R Capital Management
New Jersey
$18.6K
TSMHT
530
Thurston Springer Miller Herd & Titak
Indiana
$18.5K +$18.5K +494 New
BCV
531
Banque Cantonale Vaudoise
Switzerland
$18K +$1.4K +37 +8%
FHA
532
First Horizon Advisors
Tennessee
$17.9K +$9.56K +256 +115%
BBHC
533
Brown Brothers Harriman & Co
New York
$17.5K
BL
534
BFSG LLC
California
$17.3K -$1.53K -41 -8%
ME
535
McIlrath & Eck
Washington
$15.8K -$2.58K -69 -14%
PB
536
Pinnacle Bancorp
Nebraska
$15.8K
JWA
537
JFS Wealth Advisors
Pennsylvania
$15.8K +$635 +17 +4%
MRC
538
Millburn Ridgefield Corp
New York
$15.6K -$3.1K -83 -17%
CCA
539
Catalyst Capital Advisors
New York
$15.6K -$3.1K -83 -17%
Bessemer Group
540
Bessemer Group
New Jersey
$15K
CSB
541
City State Bank
Iowa
$14.2K
HGERS
542
Householder Group Estate & Retirement Specialist
Arizona
$14K +$14K +380 New
RF
543
Robbins Farley
New Hampshire
$14K
BGAI
544
Bruce G. Allen Investments
Colorado
$14K
ATPW
545
Ashton Thomas Private Wealth
Arizona
$13.8K +$13.8K +371 New
EWA
546
EverSource Wealth Advisors
Alabama
$13.3K +$2.4K +59 +22%
CWP
547
Concord Wealth Partners
Virginia
$12.9K +$112 +3 +0.9%
NMG
548
New Millennium Group
Utah
$12.6K +$12.6K +338 New
HNB
549
Hilltop National Bank
Wyoming
$12.1K
C
550
Covestor
United Kingdom
$12K -$4K -106 -25%