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Unitil
UTL

Overview Fund Activity

160 hedge funds and large institutions have $633M invested in Unitil in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
70
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$14.8M
2
First Trust Advisors
First Trust Advisors
Illinois
$2.92M
3
ACB
Aristotle Capital Boston
Massachusetts
$34.2M
4
Millennium Management
Millennium Management
New York
$2.76M
5
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$2.24M

Top Sellers

1
AL
AJO LP
Pennsylvania
$0
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$7.48M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$10M
5
MPAM
Monarch Partners Asset Management
Massachusetts
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$2.1M – – –
UBS Group
52
UBS Group
Switzerland
$1.96M +$443K +7,163 +29%
Grantham, Mayo, Van Otterloo & Co (GMO)
53
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.87M +$291K +4,700 +18%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.77M +$30.9K +500 +2%
MPAM
55
Monarch Partners Asset Management
Massachusetts
$1.77M -$2.25M -36,347 -56%
Two Sigma Investments
56
Two Sigma Investments
New York
$1.69M +$1.12M +18,123 +198%
Invesco
57
Invesco
Georgia
$1.52M -$99.8K -1,615 -6%
RJA
58
Raymond James & Associates
Florida
$1.51M +$1.51M +24,456 New
WG
59
Winton Group
United Kingdom
$1.49M +$309K +5,006 +26%
ZIM
60
Zacks Investment Management
Illinois
$1.48M +$314K +5,078 +27%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$1.47M +$19.7K +318 +1%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$1.39M +$1.06M +17,168 +323%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.38M -$27.8K -450 -2%
AllianceBernstein
64
AllianceBernstein
Tennessee
$1.3M -$6.98K -113 -0.5%
American Century Companies
65
American Century Companies
Missouri
$1.26M +$20.9K +339 +2%
Stifel Financial
66
Stifel Financial
Missouri
$1.13M -$911K -14,740 -45%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$1.1M +$137K +2,219 +14%
Two Sigma Advisers
68
Two Sigma Advisers
New York
$1.08M +$124K +2,000 +13%
JIC
69
Johnson Investment Counsel
Ohio
$1.07M – – –
AAM
70
Advisors Asset Management
Colorado
$1.04M +$230K +3,726 +28%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$971K -$24.7K -400 -2%
SGI
72
Summit Global Investments
Utah
$942K +$26K +420 +3%
UBS AM
73
UBS AM
Illinois
$932K +$109K +1,766 +13%
Boston Partners
74
Boston Partners
Massachusetts
$930K -$247K -3,998 -21%
Barclays
75
Barclays
United Kingdom
$920K +$449K +7,263 +95%
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