WTRG icon

Essential Utilities

594 hedge funds and large institutions have $7.11B invested in Essential Utilities in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 190 increasing their positions, 176 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+18
Holders Change %
+3.13%
% of All Funds
11.73%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
92
Increased
190
Reduced
176
Closed
60
Calls
$6.61M
Puts
$3.29M
Net Calls
+$3.31M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
576
Procyon Advisors
Connecticut
$7K +$7K +152 New
EW
577
Evoke Wealth
California
$6.2K
GRP
578
Global Retirement Partners
California
$6K -$26.5K -534 -82%
TFO
579
Tarbox Family Office
California
$6K
LWM
580
Lenox Wealth Management
Ohio
$6K
LC
581
Lindbrook Capital
California
$6K
OAJ
582
Ogorek Anthony Joseph
New York
$5K
FIA
583
FNY Investment Advisers
New York
$5K
WEC
584
Winslow Evans & Crocker
Massachusetts
$4K -$20.2K -344 -83%
BBA
585
Braun-Bostich & Associates
Pennsylvania
$3K +$3K +58 New
TCM
586
Tradewinds Capital Management
Washington
$3K +$3K +67 New
AssetMark Inc
587
AssetMark Inc
California
$2K
CHA
588
Carmichael Hill & Associates
Maryland
$2K +$2K +49 New
TRCT
589
Tower Research Capital (TRC)
New York
$1K -$55.2K -1,657 -98%
MAM
590
Meeder Asset Management
Ohio
$1K -$1.57K -22 -61%
LFG
591
Larson Financial Group
Missouri
$1K
GWS
592
Glassman Wealth Services
Virginia
$1K +$192 +5 +24%
OSAM
593
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +26 New
PGAM
594
Princeton Global Asset Management
New Jersey
$32 -$21 -443 -40%
Franklin Resources
595
Franklin Resources
California
-$80.1M -1,786,400 Closed
LM
596
Luminus Management
Texas
-$10.2M -227,331 Closed
ECM
597
ExodusPoint Capital Management
New York
-$8.11M -180,915 Closed
LP
598
LMR Partners
United Kingdom
-$5.72M -127,634 Closed
SHA
599
Shelter Harbor Advisors
Connecticut
-$4.48M -100,000 Closed
CSS
600
Cubist Systematic Strategies
Connecticut
-$3.96M -88,400 Closed