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Essential Utilities

633 hedge funds and large institutions have $7.81B invested in Essential Utilities in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 246 increasing their positions, 173 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
10.95%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
65
Increased
246
Reduced
173
Closed
54
Calls
$14.8M
Puts
$11.6M
Net Calls
+$3.2M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
FCFS
551
First Command Financial Services
Texas
$28K -$17.6K -419 -39%
HF
552
Halpern Financial
Virginia
$27.2K
FPB
553
First PREMIER Bank
South Dakota
$27K
DIP
554
DT Investment Partners
Pennsylvania
$27K +$27K +650 New
BC
555
Barrett & Company
Rhode Island
$23.9K +$23.9K +500 New
HWA
556
HHM Wealth Advisors
Tennessee
$23K
NFSG
557
Newbridge Financial Services Group
Florida
$23K +$1.1K +26 +5%
SWA
558
Sutton Wealth Advisors
Florida
$22.4K +$869 +21 +4%
AIM
559
Achmea Investment Management
Netherlands
$22K
SPWG
560
Sage Private Wealth Group
Illinois
$22K +$85 +2 +0.4%
CJL
561
Cyrus J. Lawrence
New York
$21K -$31.5K -775 -60%
PSB
562
Piscataqua Savings Bank
New Hampshire
$21K
RDFA
563
Ritter Daniher Financial Advisory
Ohio
$21K
DI
564
Disciplined Investments
Oklahoma
$20K +$293 +7 +1%
ME
565
McIlrath & Eck
Washington
$20K +$17.2K +424 +614%
TWA
566
TCI Wealth Advisors
Arizona
$19K -$123 -3 -0.6%
JWA
567
JFS Wealth Advisors
Pennsylvania
$19K +$2.91K +71 +18%
BCPWM
568
Bradley & Co Private Wealth Management
Florida
$18K
PB
569
Pinnacle Bancorp
Nebraska
$18K
EIM
570
Essex Investment Management
Massachusetts
$18K
MRCM
571
M&R Capital Management
New Jersey
$18K
CWA
572
Clearview Wealth Advisors
Oregon
$18K
S
573
Surevest
California
$17K -$1.88K -46 -10%
MWM
574
Mascoma Wealth Management
New Hampshire
$17K +$42 +1 +0.2%
RF
575
Robbins Farley
New Hampshire
$16K