UTL icon

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 %
American Century Companies
101
American Century Companies
Missouri
$334K -$730K -13,968 -69%
KWMG
102
King Wealth Management Group
Florida
$327K – – –
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$321K -$9.68K -185 -3%
DA
104
Denali Advisors
California
$314K +$199K +3,800 +173%
MIM
105
MetLife Investment Management
New Jersey
$306K – – –
Baird Financial Group
106
Baird Financial Group
Wisconsin
$298K -$6.38K -122 -2%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$260K +$18.5K +352 +8%
Barclays
108
Barclays
United Kingdom
$255K -$527K -10,039 -67%
US Bancorp
109
US Bancorp
Minnesota
$250K -$3.46K -66 -1%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$237K +$28.1K +537 +13%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$233K -$5.02K -96 -2%
CAM
112
ClariVest Asset Management
California
$232K +$232K +4,435 New
AAS
113
Avantax Advisory Services
Texas
$207K +$207K +3,960 New
Legal & General Group
114
Legal & General Group
United Kingdom
$204K -$29.2K -558 -13%
Robeco Institutional Asset Management
115
Robeco Institutional Asset Management
Netherlands
$189K – – –
IA
116
IndexIQ Advisors
New York
$185K +$185K +3,530 New
FHA
117
Flagship Harbor Advisors
Massachusetts
$173K +$1.1K +21 +0.6%
ASN
118
Advisory Services Network
Georgia
$170K +$471 +9 +0.3%
DZ Bank
119
DZ Bank
Germany
$166K +$166K +3,184 New
Federated Hermes
120
Federated Hermes
Pennsylvania
$130K +$39.3K +755 +43%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$94K +$52 +1 +0.1%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$90K -$469 -9 -0.5%
AL
123
AJO LP
Pennsylvania
$82K +$82K +1,570 New
VI
124
Vestcor Inc
New Brunswick, Canada
$70K -$9.71K -185 -12%
New York State Teachers Retirement System (NYSTRS)
125
New York State Teachers Retirement System (NYSTRS)
New York
$68K – – –
3 4
5
6 7