UTL icon

Unitil
UTL

Overview Fund Activity

206 hedge funds and large institutions have $694M invested in Unitil in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-7
Holders Change %
-3.29%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
74
Reduced
63
Closed
25
Calls
$108K
Puts
$168K
Net Calls
-$60K
Net Calls Change
-$677K

Top Buyers

1
BlackRock
1
BlackRock
New York
$165M
2
UBS Group
2
UBS Group
Switzerland
$5.22M
3
State Street
3
State Street
Massachusetts
$42M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.4M
5
Millennium Management
5
Millennium Management
New York
$2.85M

Top Sellers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$7.54M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
ACB
3
Aristotle Capital Boston
Massachusetts
$20.8M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$0
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
101
Corebridge Financial
Texas
$461K -$36K -664 -7%
DTL
102
Dynamic Technology Lab
Singapore
$451K +$451K +8,325 New
ECM
103
ExodusPoint Capital Management
New York
$441K +$441K +8,147 New
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$434K +$204K +3,764 +89%
PP
105
PDT Partners
New York
$433K – – –
HSBC Holdings
106
HSBC Holdings
United Kingdom
$431K -$11.1K -207 -3%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$431K -$17.8K -328 -4%
Cerity Partners
108
Cerity Partners
New York
$427K -$76.7K -1,394 -15%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$423K – – –
Amundi
110
Amundi
France
$414K +$268K +5,095 +183%
LPL Financial
111
LPL Financial
California
$409K +$163 +3 +0%
II
112
Inspire Investing
Idaho
$405K -$244K -4,508 -38%
KK
113
KLP Kapitalforvaltning
Norway
$385K +$385K +7,100 New
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$371K – – –
Creative Planning
115
Creative Planning
Kansas
$362K -$26.1K -482 -7%
AIC
116
Aurora Investment Counsel
Georgia
$359K -$30K -554 -8%
MPM
117
Meritage Portfolio Management
Kansas
$353K +$38.7K +715 +12%
HF
118
HRT Financial
New York
$353K -$501K -9,260 -59%
NHT
119
New Hampshire Trust
New Hampshire
$346K – – –
FCI
120
Financial Counselors Inc
Kansas
$346K – – –
YCM
121
Yousif Capital Management
Michigan
$336K -$6.77K -125 -2%
SG Americas Securities
122
SG Americas Securities
New York
$324K -$72.4K -1,336 -18%
SWMP
123
Signature Wealth Management Partners
New Jersey
$318K – – –
RP
124
Riverwater Partners
Wisconsin
$315K -$1.4M -25,762 -82%
1IA
125
1620 Investment Advisors
Massachusetts
$309K -$24.5K -452 -7%
3 4
5
6 7