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Unitil
UTL

Overview Fund Activity

125 hedge funds and large institutions have $378M invested in Unitil in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
46
Reduced
42
Closed
5
Calls
$114K
Puts
$288K
Net Calls
-$174K
Net Calls Change
-$319K

Top Buyers

1
BlackRock
BlackRock
New York
$47.8M
2
JIR
James Investment Research
Ohio
$4.6M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.02M
4
Renaissance Technologies
Renaissance Technologies
New York
$22.2M
5
MPAM
Monarch Partners Asset Management
Massachusetts
$7.27M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$4.53M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$8.37M
3
KCM
Kennedy Capital Management
Missouri
$0
4
Morgan Stanley
Morgan Stanley
New York
$2.22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$77K +$1.27K +28 +2%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$72K – – –
AG
103
Advisor Group
Arizona
$60K -$17.9K -398 -23%
LIA
104
LS Investment Advisors
Michigan
$57K – – –
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$53K -$3.35K -75 -6%
BTIS
106
BB&T Investment Services
North Carolina
$51K -$25.6K -558 -33%
AIP
107
Ameritas Investment Partners
Nebraska
$49K +$49K +1,083 New
ARMC
108
American Research & Management Company
Massachusetts
$45K – – –
Fuller & Thaler Asset Management
109
Fuller & Thaler Asset Management
California
$41K – – –
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$34K – – –
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$26.9K -$45.9K -1,019 -63%
TCOV
112
Trust Company of Vermont
Vermont
$23K – – –
EWM
113
Evercore Wealth Management
New York
$23K – – –
VIA
114
Vantage Investment Advisors
Pennsylvania
$12K +$94 +2 +0.8%
WB
115
Webster Bank
Connecticut
$10K – – –
PA
116
Parallel Advisors
California
$10K +$4.58K +99 +85%
TWI
117
Thomas White International
Illinois
$9K – – –
ASN
118
Advisory Services Network
Georgia
$7K +$7K +150 New
QCG
119
Quadrant Capital Group
Ohio
$5K +$5K +123 New
VCM
120
Versant Capital Management
Arizona
$2K -$107 -3 -5%
TRCT
121
Tower Research Capital (TRC)
New York
$1K +$1K +22 New
CG
122
Cutler Group
California
$1K +$1K +27 New
AIM
123
Acrospire Investment Management
Illinois
$1K +$1K +28 New
KCM
124
Kennedy Capital Management
Missouri
– -$2.83M -62,313 Closed
GC
125
Guggenheim Capital
Illinois
– -$278K -6,142 Closed
2 3 4
5
6