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Essential Utilities

595 hedge funds and large institutions have $7.71B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
206
Reduced
185
Closed
53
Calls
$5.66M
Puts
$3.18M
Net Calls
+$2.48M
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
551
IFP Advisors
Florida
$18K -$50.1K -1,088 -74%
MWM
552
Mascoma Wealth Management
New Hampshire
$18K +$18K +399 New
IAIM
553
International Assets Investment Management
Florida
$17K
RMC
554
Resources Management Corp
Connecticut
$16K +$2.56K +57 +19%
CFFP
555
Center for Financial Planning
Michigan
$15K
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$15K
JWA
557
JFS Wealth Advisors
Pennsylvania
$14K
CB
558
CNB Bank
Pennsylvania
$13K
BCA
559
Berman Capital Advisors
Georgia
$13K +$42 +1 +0.3%
GAM
560
Grandview Asset Management
Pennsylvania
$13K +$13K +296 New
BFC
561
Bedel Financial Consulting
Indiana
$12K +$90 +2 +0.8%
CCM
562
Covington Capital Management
California
$11K -$2.2K -50 -17%
GAM
563
Gemmer Asset Management
California
$11K
EW
564
Evoke Wealth
California
$11K +$5.03K +111 +84%
Bessemer Group
565
Bessemer Group
New Jersey
$10K +$10K +225 New
VCM
566
Versant Capital Management
Arizona
$9K
RWG
567
Regal Wealth Group
California
$9K +$9K +190 New
ACA
568
Atlas Capital Advisors
Wyoming
$8.95K +$8.95K +200 New
EARNEST Partners
569
EARNEST Partners
Georgia
$8K
NFSG
570
Newbridge Financial Services Group
Florida
$8K +$381 +9 +5%
LC
571
Lindbrook Capital
California
$8K +$426 +10 +6%
AF
572
Advisornet Financial
Minnesota
$7K -$891 -21 -11%
TFO
573
Tarbox Family Office
California
$6K
CTB
574
Country Trust Bank
Illinois
$6K
GRP
575
Global Retirement Partners
California
$6K +$48 +1 +0.8%