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Unitil
UTL

Overview Fund Activity

180 hedge funds and large institutions have $615M invested in Unitil in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
69
Reduced
57
Closed
22
Calls
$299K
Puts
–
Net Calls
+$299K
Net Calls Change
-$328K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$25.6M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$5.57M
3
Invesco
3
Invesco
Georgia
$6.46M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.27M
5
Wells Fargo
5
Wells Fargo
California
$1.36M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$889K
2
Millennium Management
2
Millennium Management
New York
$708K
3
GLA
3
Great Lakes Advisors
Illinois
$7.38M
4
Morgan Stanley
4
Morgan Stanley
New York
$11M
5
CIC
5
Cornercap Investment Counsel
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
76
Texas Permanent School Fund
Texas
$718K -$10.9K -215 -1%
Millennium Management
77
Millennium Management
New York
$708K -$2.56M -50,392 -78%
WAM
78
Wakefield Asset Management
Colorado
$691K +$4.31K +85 +0.6%
Citigroup
79
Citigroup
New York
$658K +$112K +2,216 +21%
SO
80
STRS Ohio
Ohio
$633K +$20.3K +400 +3%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$579K -$25.8K -479 -4%
American Century Companies
82
American Century Companies
Missouri
$575K +$221K +4,351 +62%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$574K +$65K +1,281 +13%
HighTower Advisors
84
HighTower Advisors
Illinois
$543K -$16.1K -312 -3%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$542K +$34.5K +680 +7%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$539K +$77.8K +1,533 +17%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$536K -$19.9K -393 -4%
Boston Partners
88
Boston Partners
Massachusetts
$531K -$75.6K -1,490 -12%
AAS
89
Annex Advisory Services
Wisconsin
$511K +$130K +2,570 +34%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$508K +$1.22K +24 +0.2%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$506K -$5.43K -107 -1%
YCM
92
Yousif Capital Management
Michigan
$469K -$26.6K -524 -5%
JAM
93
Jupiter Asset Management
United Kingdom
$463K – – –
AIG
94
American International Group
New York
$435K -$5.53K -109 -1%
Franklin Resources
95
Franklin Resources
California
$428K +$428K +8,439 New
EA
96
Ellsworth Advisors
Ohio
$427K +$6.24K +123 +1%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$427K +$10.7K +211 +3%
MIM
98
MetLife Investment Management
New Jersey
$427K – – –
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$426K +$45.6K +900 +12%
Cerity Partners
100
Cerity Partners
New York
$379K +$28.5K +563 +8%
2 3
4
5 6