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Unitil
UTL

Overview Fund Activity

150 hedge funds and large institutions have $544M invested in Unitil in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
–
Holders Change %
0%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
54
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACB
Aristotle Capital Boston
Massachusetts
$22.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$3.54M
3
AG
Advisor Group
Arizona
$3.24M
4
TA
Teachers Advisors
New York
$4.17M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$4.49M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$23.8M
2
MPAM
Monarch Partners Asset Management
Massachusetts
$12.9M
3
LSV Asset Management
LSV Asset Management
Illinois
$553K
4
EBIM
Eagle Boston Investment Management
Massachusetts
$1.17M
5
PPA
Parametric Portfolio Associates
Washington
$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
126
Next Financial Group
Texas
$54K -$911K -16,928 -94%
ARMC
127
American Research & Management Company
Massachusetts
$54K – – –
NFH
128
NEXT Financial Holdings
Texas
$54K +$54K +1,003 New
FNC
129
First National Corp
Massachusetts
$40K – – –
SWM
130
SeaCrest Wealth Management
New York
$25K -$12.5K -233 -33%
TCOV
131
Trust Company of Vermont
Vermont
$25K – – –
LC
132
Lindbrook Capital
California
$24K – – –
QT
133
Quantamental Technologies
New York
$22K -$5.5K -100 -20%
OIA
134
Optimum Investment Advisors
Illinois
$22K – – –
SIS
135
Sound Income Strategies
Florida
$22K – – –
FHA
136
First Horizon Advisors
Tennessee
$21K – – –
PCG
137
Private Capital Group
Connecticut
$12K +$3.65K +65 +44%
JIR
138
James Investment Research
Ohio
$12K +$12K +215 New
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$11K +$11K +206 New
S
140
SignatureFD
Georgia
$10K – – –
PA
141
Parallel Advisors
California
$10K – – –
MNBTD
142
Moody National Bank Trust Division
Texas
$5K – – –
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$4K +$4K +76 New
QCG
144
Quadrant Capital Group
Ohio
$3K -$7.12K -185 -70%
OFW
145
Omnia Family Wealth
Florida
$3K – – –
CAM
146
Cresset Asset Management
Illinois
$3K – – –
LWM
147
Liberty Wealth Management
California
$3K +$48 +1 +2%
VCM
148
Versant Capital Management
Arizona
$1K -$148 -4 -13%
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +15 New
RCAG
150
Rehmann Capital Advisory Group
Michigan
$831 – – –
3 4 5
6
7