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Essential Utilities

639 hedge funds and large institutions have $9.18B invested in Essential Utilities in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-4
Holders Change %
-0.62%
% of All Funds
10.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
68
Increased
236
Reduced
191
Closed
63
Calls
$3.8M
Puts
$1.14M
Net Calls
+$2.66M
Net Calls Change
-$568K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$40K -$21.4K -420 -35%
TFO
552
Tarbox Family Office
California
$39K
MA
553
MCF Advisors
Kentucky
$38K +$38K +740 New
1832 Asset Management
554
1832 Asset Management
Ontario, Canada
$38K +$38K +750 New
CFGS
555
Concourse Financial Group Securities
Alabama
$36K
PGAM
556
Princeton Global Asset Management
New Jersey
$36K
1IA
557
1834 Investment Advisors
Wisconsin
$36K
SWM
558
Selective Wealth Management
Virginia
$36K +$36K +700 New
SWA
559
SOA Wealth Advisors
New York
$34K +$205 +4 +0.6%
PI
560
PEAK6 Investments
Illinois
$34K +$34K +657 New
HF
561
Halpern Financial
Virginia
$33.6K
FPB
562
First PREMIER Bank
South Dakota
$33K
FF
563
FourThought Financial
Florida
$32K
NFSG
564
Newbridge Financial Services Group
Florida
$32K +$5.32K +104 +20%
FAG
565
Fortitude Advisory Group
Washington
$30K -$2.8K -55 -9%
HWA
566
HHM Wealth Advisors
Tennessee
$29K
SWA
567
Sutton Wealth Advisors
Florida
$27.6K +$665 +13 +2%
FPS
568
Fieldpoint Private Securities
Connecticut
$27K -$1.54K -30 -5%
AIM
569
Achmea Investment Management
Netherlands
$27K
HFA
570
HC Financial Advisors
California
$27K
SIC
571
Salem Investment Counselors
North Carolina
$26K
PSB
572
Piscataqua Savings Bank
New Hampshire
$26K
RDFA
573
Ritter Daniher Financial Advisory
Ohio
$26K
SPWG
574
Sage Private Wealth Group
Illinois
$26K +$152 +3 +0.6%
HBW
575
Hazlett, Burt & Watson
West Virginia
$25K +$25K +500 New