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Essential Utilities

617 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
8.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
72
Increased
180
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
CP
551
Castleview Partners
Texas
$13.4K +$757 +21 +6%
CWP
552
Concord Wealth Partners
Virginia
$12.8K +$109 +3 +0.9%
KIM
553
Kestra Investment Management
Texas
$12.5K +$12.5K +344 New
NMG
554
New Millennium Group
Utah
$12.5K +$109 +3 +0.9%
SS
555
SBI Securities
Japan
$12.1K +$12.1K +333 New
HNB
556
Hilltop National Bank
Wyoming
$11.8K
C
557
Covestor
United Kingdom
$11K +$141 +4 +1%
CB
558
CNB Bank
Pennsylvania
$10.9K
VHAM
559
Van Hulzen Asset Management
California
$10.9K +$10.9K +300 New
AIC
560
Archer Investment Corporation
Indiana
$10.9K +$109 +3 +1%
FCG
561
Financial Connections Group
California
$10K
NFSG
562
Newbridge Financial Services Group
Florida
$9.98K +$3.96K +109 +66%
MC
563
Montag & Caldwell
Georgia
$9.08K +$9.08K +250 New
PFSC
564
Peoples Financial Services Corp
Pennsylvania
$9.08K -$36.3K -1,000 -80%
PWMG
565
Private Wealth Management Group
New Jersey
$8.9K +$73 +2 +0.8%
TCG
566
Transcendent Capital Group
Oklahoma
$8.83K
DWM
567
Darwin Wealth Management
Florida
$8.17K -$18.5K -508 -69%
HWM
568
Hemington Wealth Management
Virginia
$8K +$867 +26 +12%
GJIA
569
Glass Jacobson Investment Advisors
Maryland
$7.26K
GGI
570
Godsey & Gibb Inc
Virginia
$6.83K
CIA
571
Cape Investment Advisory
Georgia
$6.3K
BF
572
BOK Financial
Oklahoma
$6.03K
CMA
573
Cedar Mountain Advisors
Oregon
$6.02K +$5.65K +156 +1,560%
SSB
574
Sandy Spring Bank
Maryland
$5.96K
IUHSA
575
Itau Unibanco Holding S.A.
Brazil
$5.81K +$654 +18 +13%