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Essential Utilities

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
551
Princeton Global Asset Management
New Jersey
$34K
FCB
552
First Command Bank
Texas
$32K
FCFS
553
First Command Financial Services
Texas
$32K
HF
554
Halpern Financial
Virginia
$31.4K
DIP
555
DT Investment Partners
Pennsylvania
$31K
FPB
556
First PREMIER Bank
South Dakota
$31K
CSWM
557
Cassady Schiller Wealth Management
Ohio
$29.8K +$29.8K +625 New
EE
558
EWG Elevate
California
$29.1K +$29.1K +610 New
HWA
559
HHM Wealth Advisors
Tennessee
$26.8K
NFSG
560
Newbridge Financial Services Group
Florida
$26K
CJL
561
Cyrus J. Lawrence
New York
$25K
SWA
562
Sutton Wealth Advisors
Florida
$25K -$859 -18 -3%
BC
563
Barrett & Company
Rhode Island
$23.9K
RDFA
564
Ritter Daniher Financial Advisory
Ohio
$23.9K
PSB
565
Piscataqua Savings Bank
New Hampshire
$23.9K
MRCM
566
M&R Capital Management
New Jersey
$23.8K +$2.39K +50 +11%
ME
567
McIlrath & Eck
Washington
$23.5K
AIM
568
Achmea Investment Management
Netherlands
$23K
DI
569
Disciplined Investments
Oklahoma
$22.6K -$239 -5 -1%
JWA
570
JFS Wealth Advisors
Pennsylvania
$22.4K +$286 +6 +1%
CAS
571
Coppell Advisory Solutions
Texas
$22K +$22K +460 New
CASC
572
Coppell Advisory Solutions Corp
Texas
$22K +$22K +460 New
RWM
573
Ruedi Wealth Management
Illinois
$21.2K +$21.2K +444 New
CWA
574
Clearview Wealth Advisors
Oregon
$20.5K
BCPWM
575
Bradley & Co Private Wealth Management
Florida
$20.2K