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Essential Utilities

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
551
Princeton Global Asset Management
New Jersey
$30.8K
Citadel Advisors
552
Citadel Advisors
Florida
$30.2K -$58.8M -1,346,882 -100%
FCB
553
First Command Bank
Texas
$29.1K
FCFS
554
First Command Financial Services
Texas
$29.1K
HF
555
Halpern Financial
Virginia
$28.7K
APW
556
Atlantic Private Wealth
North Carolina
$28.3K +$28.3K +647 New
FPB
557
First PREMIER Bank
South Dakota
$28K
DIP
558
DT Investment Partners
Pennsylvania
$27.8K
CSWM
559
Cassady Schiller Wealth Management
Ohio
$27.3K
BF
560
BOK Financial
Oklahoma
$26.6K +$26.6K +609 New
WP
561
WealthPLAN Partners
Nebraska
$24.9K +$24.9K +570 New
HWA
562
HHM Wealth Advisors
Tennessee
$24.5K
AIM
563
Achmea Investment Management
Netherlands
$23K
AAS
564
Ameritas Advisory Services
Nebraska
$22.8K +$22.8K +527 New
BC
565
Barrett & Company
Rhode Island
$21.8K
RDFA
566
Ritter Daniher Financial Advisory
Ohio
$21.8K
MRCM
567
M&R Capital Management
New Jersey
$21.7K
ME
568
McIlrath & Eck
Washington
$21.5K
CWA
569
Clearview Wealth Advisors
Oregon
$21.4K +$2.66K +61 +14%
IA
570
IFP Advisors
Florida
$21.1K -$115K -2,216 -85%
DI
571
Disciplined Investments
Oklahoma
$20.5K -$175 -4 -0.8%
RWM
572
Ruedi Wealth Management
Illinois
$19.4K
EIM
573
Essex Investment Management
Massachusetts
$18.6K
BCPWM
574
Bradley & Co Private Wealth Management
Florida
$18.5K
PB
575
Pinnacle Bancorp
Nebraska
$18.5K