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Unitil
UTL

Overview Fund Activity

157 hedge funds and large institutions have $552M invested in Unitil in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-3
Holders Change %
-1.88%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
50
Reduced
60
Closed
20
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
BTW
1
Boston Trust Walden
Massachusetts
$8.94M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.6M
3
MPAM
3
Monarch Partners Asset Management
Massachusetts
$6.84M
4
Ameriprise
4
Ameriprise
Minnesota
$2.98M
5
Victory Capital Management
5
Victory Capital Management
Texas
$4.28M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$6.08M
3
OAM
3
Oxford Asset Management
United Kingdom
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$988K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$715K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
76
Advisors Asset Management
Colorado
$762K -$117K -2,230 -13%
UBS AM
77
UBS AM
Illinois
$756K -$32.5K -621 -4%
BPM
78
Bowling Portfolio Management
Ohio
$719K +$719K +13,745 New
First Trust Advisors
79
First Trust Advisors
Illinois
$715K -$1.76M -33,585 -71%
FNBOO
80
First National Bank of Omaha
Nebraska
$685K +$8K +153 +1%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$682K +$263K +5,039 +63%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$662K +$107K +2,045 +19%
RBA
83
Richard Bernstein Advisors
New York
$646K – – –
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$645K +$16.9K +323 +3%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$607K – – –
CS
86
Credit Suisse
Switzerland
$602K -$87.2K -1,666 -13%
DCM
87
Dupont Capital Management
Delaware
$592K +$280K +5,359 +90%
SG Americas Securities
88
SG Americas Securities
New York
$552K +$346K +6,619 +168%
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$516K – – –
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$508K +$171K +3,273 +51%
EGM
91
Engineers Gate Manager
New York
$453K +$453K +8,665 New
AIG
92
American International Group
New York
$452K -$26.2K -500 -5%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$440K +$440K +8,404 New
AG
94
Algert Global
California
$433K -$8.9K -170 -2%
MAM
95
Meeder Asset Management
Ohio
$431K -$47.5K -910 -10%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$407K +$209 +4 +0.1%
Truist Financial
97
Truist Financial
North Carolina
$398K +$398K +7,610 New
OC
98
Oppenheimer & Co
New York
$385K – – –
Allianz Asset Management
99
Allianz Asset Management
Germany
$374K -$27.2K -520 -7%
Citigroup
100
Citigroup
New York
$361K +$118K +2,252 +48%
2 3
4
5 6