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Unitil
UTL

Overview Fund Activity

149 hedge funds and large institutions have $487M invested in Unitil in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
55
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tributary Capital Management
Nebraska
$5.97M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$40M
3
BlackRock
3
BlackRock
New York
$57.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.08M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$1.87M

Top Sellers

1
SHA
1
Shelter Harbor Advisors
Connecticut
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.7M
3
MPAM
3
Monarch Partners Asset Management
Massachusetts
$7.41M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.64M
5
MIM
5
Monashee Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMC
126
American Research & Management Company
Massachusetts
$51K – – –
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$49.5K -$120K -2,346 -71%
Federated Hermes
128
Federated Hermes
Pennsylvania
$46K +$7.02K +139 +18%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$37K +$35.9K +688 +3,127%
SWM
130
SeaCrest Wealth Management
New York
$36K – – –
TCOV
131
Trust Company of Vermont
Vermont
$24K -$2.58K -50 -10%
OIA
132
Optimum Investment Advisors
Illinois
$20K – – –
JA
133
JOYN Advisors
Georgia
$16K – – –
CF
134
Centaurus Financial
California
$15K +$15K +290 New
SPIA
135
Steward Partners Investment Advisory
New York
$13K +$13K +250 New
PIA
136
Piedmont Investment Advisors
North Carolina
$13K +$13K +253 New
QCG
137
Quadrant Capital Group
Ohio
$12K – – –
FHA
138
First Horizon Advisors
Tennessee
$12K +$12K +250 New
TRCT
139
Tower Research Capital (TRC)
New York
$11K -$396K -7,263 -97%
WB
140
Webster Bank
Connecticut
$11K – – –
PA
141
Parallel Advisors
California
$9K – – –
Loomis, Sayles & Company
142
Loomis, Sayles & Company
Massachusetts
$8K – – –
IA
143
IFP Advisors
Florida
$4K +$4K +76 New
OFW
144
Omnia Family Wealth
Florida
$3K – – –
MIM
145
Macroview Investment Management
Maryland
$3K +$3K +63 New
BCI
146
Brinker Capital Investments
Pennsylvania
$3K +$3K +67 New
RCAG
147
Rehmann Capital Advisory Group
Michigan
$2.6K -$7.61K -149 -75%
VCM
148
Versant Capital Management
Arizona
$1K – – –
SHA
149
Shelter Harbor Advisors
Connecticut
– -$4.64M -100,000 Closed
MIM
150
Monashee Investment Management
Massachusetts
– -$2.09M -45,000 Closed
3 4 5
6
7