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Unitil
UTL

Overview Fund Activity

182 hedge funds and large institutions have $662M invested in Unitil in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
67
Reduced
60
Closed
11
Calls
$278K
Puts
$10K
Net Calls
+$268K
Net Calls Change
+$96K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.7M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.7M
4
State Street
4
State Street
Massachusetts
$34.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$66.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.68M
2
GLA
2
Great Lakes Advisors
Illinois
$7.22M
3
Ameriprise
3
Ameriprise
Minnesota
$3.64M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$4.92M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$848K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
76
Wedge Capital Management
North Carolina
$700K +$700K +13,307 New
Teacher Retirement System of Texas
77
Teacher Retirement System of Texas
Texas
$678K +$69.1K +1,314 +11%
SO
78
STRS Ohio
Ohio
$657K – – –
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$652K -$55.2K -1,050 -8%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$605K -$2.84K -54 -0.5%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$580K +$24.5K +460 +4%
AWM
82
AE Wealth Management
Kansas
$550K +$550K +11,222 New
TRCT
83
Tower Research Capital (TRC)
New York
$545K +$110K +2,085 +25%
CIC
84
Cornercap Investment Counsel
Georgia
$536K -$529K -10,067 -50%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$526K – – –
SOADOR
86
State of Alaska Department of Revenue
Alaska
$520K -$6.09K -116 -1%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$514K +$30.4K +578 +6%
Citigroup
88
Citigroup
New York
$509K +$183K +3,481 +56%
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$506K +$48.4K +920 +11%
RP
90
Riverwater Partners
Wisconsin
$488K +$9.73K +185 +2%
IMRF
91
Illinois Municipal Retirement Fund
Illinois
$475K -$28.9K -549 -6%
EI
92
Ethic Inc
New York
$474K +$62.3K +1,185 +15%
AIG
93
American International Group
New York
$457K -$3.89K -74 -0.8%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$456K +$19.2K +365 +4%
Franklin Resources
95
Franklin Resources
California
$450K +$2.1K +40 +0.5%
Jane Street
96
Jane Street
New York
$442K +$442K +8,406 New
LSERS
97
Louisiana State Employees Retirement System
Louisiana
$426K -$5.26K -100 -1%
YCM
98
Yousif Capital Management
Michigan
$418K -$39.4K -750 -9%
MIM
99
MetLife Investment Management
New Jersey
$417K – – –
Cerity Partners
100
Cerity Partners
New York
$399K +$24.5K +465 +7%
2 3
4
5 6