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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 %
SC
601
SouthState Corp
Florida
$8.77K
SS
602
Sunbelt Securities
Texas
$8.61K +$8.61K +200 New
GGI
603
Godsey & Gibb Inc
Virginia
$8.21K
BAM
604
Baldrige Asset Management
Pennsylvania
$8K -$7.82K -178 -49%
TSW
605
Thompson Siegel & Walmsley
Virginia
$8K
EI
606
Ellevest Inc
New York
$7.86K +$7.86K +180 New
MC
607
Machina Capital
France
$7.86K +$7.86K +180 New
WIM
608
Westside Investment Management
California
$6.81K
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$6.59K +$2.01K +46 +44%
MCA
610
Maryland Capital Advisors
Maryland
$6.55K
LSA
611
Lansing Street Advisors
Pennsylvania
$6.23K +$44 +1 +0.7%
LFG
612
Larson Financial Group
Missouri
$6.02K
GKIM
613
GW&K Investment Management
Massachusetts
$6K
IGWM
614
ICA Group Wealth Management
Colorado
$5.46K
BIA
615
Bell Investment Advisors
California
$5.02K +$480 +11 +11%
MAWCM
616
Mine & Arao Wealth Creation & Management
California
$4.93K
SHIM
617
Stone House Investment Management
Pennsylvania
$4.78K +$4.78K +109 New
VCM
618
Versant Capital Management
Arizona
$4.76K -$262 -6 -5%
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$4.67K
GWS
620
Glassman Wealth Services
Virginia
$3.27K
TCM
621
Tradewinds Capital Management
Washington
$3.12K
BSB
622
Bangor Savings Bank
Maine
$2.79K +$2.79K +64 New
RI
623
Ridgewood Investments
New Jersey
$2.75K +$2.75K +63 New
VWM
624
Venturi Wealth Management
Texas
$2.59K +$2.59K +59 New
SWA
625
Sutton Wealth Advisors
Florida
$2.58K -$20.3K -464 -89%