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Unitil
UTL

Overview Fund Activity

126 hedge funds and large institutions have $330M invested in Unitil in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
55
Reduced
31
Closed
8
Calls
$778K
Puts
$416K
Net Calls
+$362K
Net Calls Change
+$358K

Top Buyers

1
PI
Putnam Investments
Massachusetts
$3.07M
2
LSV Asset Management
LSV Asset Management
Illinois
$12M
3
Vanguard Group
Vanguard Group
Pennsylvania
$30.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$16.3M
5
FCM
Frontier Capital Management
Massachusetts
$32.6M

Top Sellers

1
KCM
Kennedy Capital Management
Missouri
$6.55M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$67K
3
Morgan Stanley
Morgan Stanley
New York
$1.66M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.51M
5
MPAM
Monarch Partners Asset Management
Massachusetts
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$64K +$14.7K +346 +30%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$63K – – –
LIA
103
LS Investment Advisors
Michigan
$54K – – –
BlackRock
104
BlackRock
New York
$50K +$24.9K +587 +99%
ARMC
105
American Research & Management Company
Massachusetts
$42K – – –
Bessemer Group
106
Bessemer Group
New Jersey
$40K – – –
QI
107
QS Investors
New York
$38K – – –
TWI
108
Thomas White International
Illinois
$28K – – –
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$26K – – –
HNB
110
Huntington National Bank
Ohio
$26K +$26K +759 New
Barclays
111
Barclays
United Kingdom
$23K +$23K +535 New
TCOV
112
Trust Company of Vermont
Vermont
$22K – – –
EWM
113
Evercore Wealth Management
New York
$21K – – –
MOACM
114
Mutual of America Capital Management
New York
$21K +$21K +500 New
VIA
115
Vantage Investment Advisors
Pennsylvania
$11K +$89 +2 +0.8%
EFSCE
116
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$10K +237 New
Geode Capital Management
117
Geode Capital Management
Massachusetts
$6.53K +$2.19K +51,637 +51%
ASN
118
Advisory Services Network
Georgia
$6K – – –
Nuveen Asset Management
119
Nuveen Asset Management
Illinois
$5.71K -$446 -10,505 -7%
TRCT
120
Tower Research Capital (TRC)
New York
$5K -$3.33K -80 -40%
Loomis, Sayles & Company
121
Loomis, Sayles & Company
Massachusetts
$4K +$4K +94 New
GC
122
Globeflex Capital
California
$3K +$3K +61 New
PMFA
123
Plante Moran Financial Advisors
Michigan
$2K +$2K +50 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +25 New
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$892 -$116K -2,733 -99%
2 3 4
5
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