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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 %
JWA
576
JFS Wealth Advisors
Pennsylvania
$18.1K -$2.36K -54 -12%
CHC
577
City Holding Co
West Virginia
$18.1K +$18.1K +414 New
QC
578
Quent Capital
New York
$17.8K +$3.05K +70 +21%
MWM
579
Mascoma Wealth Management
New Hampshire
$17.4K +$43 +1 +0.2%
CSB
580
City State Bank
Iowa
$17K
RF
581
Robbins Farley
New Hampshire
$16.4K
NF
582
Norwood Financial
Pennsylvania
$16.4K
C
583
Covestor
United Kingdom
$15K -$135 -3 -0.9%
BAM
584
Byrne Asset Management
New Jersey
$15K
CWP
585
Concord Wealth Partners
Virginia
$14.5K +$87 +2 +0.6%
IUHSA
586
Itau Unibanco Holding S.A.
Brazil
$14.3K
RTC
587
Riverview Trust Company
Washington
$14.2K +$14.2K +325 New
NMG
588
New Millennium Group
Utah
$14.2K +$87 +2 +0.6%
CB
589
CNB Bank
Pennsylvania
$13.1K
FCG
590
Financial Connections Group
California
$13K
TWA
591
TCI Wealth Advisors
Arizona
$13K -$44 -1 -0.3%
CFD
592
Creative Financial Designs
Indiana
$12.6K +$87 +2 +0.7%
PFG
593
Piershale Financial Group
Illinois
$12.4K
CAL
594
Capital Advisors Ltd
Ohio
$12K -$20.8K -488 -63%
Commonwealth Equity Services
595
Commonwealth Equity Services
Massachusetts
$11.8K -$285 -6,531 -2%
BAAM
596
Baker Avenue Asset Management
California
$10.7K -$1.4K -32 -12%
LC
597
Lindbrook Capital
California
$10.5K -$917 -21 -8%
TWC
598
TD Waterhouse Canada
Ontario, Canada
$10.1K
Loomis, Sayles & Company
599
Loomis, Sayles & Company
Massachusetts
$10K -$22.9K -522 -70%
NL
600
NVWM LLC
Pennsylvania
$9.64K +$44 +1 +0.5%