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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 %
FFA
626
Farther Finance Advisors
California
$2.44K +$1.92K +44 +367%
WWP
627
WR Wealth Planners
Missouri
$2.18K +$2.18K +50 New
SFG
628
Steward Financial Group
Texas
$2K +$689 +21 +53%
SC
629
Schubert & Co
Texas
$1.88K -$524 -12 -22%
SIC
630
SJS Investment Consulting
Ohio
$1.22K +$131 +3 +12%
NFSG
631
Newbridge Financial Services Group
Florida
$1.14K -$22.7K -519 -95%
HCP
632
Hexagon Capital Partners
Arkansas
$1.09K -$305 -7 -22%
VNA
633
Valley National Advisers
Pennsylvania
$1K
WAS
634
Winch Advisory Services
Wisconsin
$1K
UIA
635
Ulland Investment Advisors
Minnesota
$1K
TFA
636
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
AW
637
Avion Wealth
Texas
$1K +$263 +10 +36%
PVH
638
Psagot Value Holdings
Israel
$1K +$1K +12 New
AWM
639
Avior Wealth Management
Nebraska
$760
PFP
640
Pinnacle Financial Partners
Tennessee
$524
PFBT
641
Parkside Financial Bank & Trust
Missouri
$437
EWA
642
EverSource Wealth Advisors
Alabama
$437 +$437 +10 New
FHA
643
First Horizon Advisors
Tennessee
$436 -$610 -14 -58%
TWD
644
True Wealth Design
Ohio
$262
CMA
645
Cedar Mountain Advisors
Oregon
$86 +$43 +1 +100%
FGAM
646
Financial Gravity Asset Management
Texas
$37 -$3 -4 -8%
NI
647
Nuance Investments
Missouri
-$13.4M -281,329 Closed
IMPI
648
Ilmarinen Mutual Pension Insurance
Finland
-$3.2M -67,000 Closed
FRAF
649
Första AP-fonden
Sweden
-$2.56M -53,600 Closed
Pacer Advisors
650
Pacer Advisors
Pennsylvania
-$2.44M -51,066 Closed