WTRG icon

Essential Utilities

590 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 233 increasing their positions, 196 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-29
Holders Change %
-4.68%
% of All Funds
8.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
233
Reduced
196
Closed
67
Calls
$2.5M
Puts
$4.87M
Net Calls
-$2.37M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
QL
551
Quarry LP
New York
$7.15K +$7.15K +193 New
GGI
552
Godsey & Gibb Inc
Virginia
$6.97K
CIA
553
Cape Investment Advisory
Georgia
$6.43K +$6.43K +174 New
Credit Agricole
554
Credit Agricole
France
$6.15K +$6.15K +175 New
SSB
555
Sandy Spring Bank
Maryland
$6.08K
LFA
556
LGT Financial Advisors
Texas
$5.82K -$6.82K -184 -54%
NECFA
557
New England Capital Financial Advisors
Connecticut
$5.82K
CP
558
Castleview Partners
Texas
$5.78K +$2.33K +63 +68%
IGWM
559
ICA Group Wealth Management
Colorado
$4.63K
AAP
560
Arax Advisory Partners
Colorado
$4.3K +$37 +1 +0.9%
MAWCM
561
Mine & Arao Wealth Creation & Management
California
$4.19K
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$3.85K
BMC
563
Bear Mountain Capital
Washington
$3K +$34 +1 +1%
MCA
564
Maryland Capital Advisors
Maryland
$2.78K -$2.78K -75 -50%
VWM
565
Venturi Wealth Management
Texas
$2.65K
BIA
566
Bell Investment Advisors
California
$2.11K +$482 +13 +30%
VNA
567
Valley National Advisers
Pennsylvania
$2K -$26.7K -802 -93%
AW
568
Avion Wealth
Texas
$2K
B
569
Birchbrook
Maine
$1.9K
WWP
570
WR Wealth Planners
Missouri
$1.85K +$1.85K +50 New
HCP
571
Hexagon Capital Partners
Arkansas
$1.82K -$519 -14 -22%
SAM
572
Smartleaf Asset Management
Massachusetts
$1.77K -$13.7K -373 -89%
PIM
573
Plato Investment Management
Australia
$1.7K -$13.9K -376 -89%
ZB
574
Zions Bancorporation
Utah
$1.67K
S
575
Sachetta
Massachusetts
$1.27K