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Unitil
UTL

Overview Fund Activity

152 hedge funds and large institutions have $603M invested in Unitil in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
3.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
68
Reduced
39
Closed
15
Calls
$599K
Puts
–
Net Calls
+$599K
Net Calls Change
+$599K

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$11.8M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.86M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.1M
5
PI
5
Putnam Investments
Massachusetts
$4.03M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
MPAM
2
Monarch Partners Asset Management
Massachusetts
$7.52M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$21.8M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$270K
5
FCM
5
Frontier Capital Management
Massachusetts
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$75K +$9.71K +161 +15%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$70K – – –
MAM
128
Meeder Asset Management
Ohio
$65K +$65K +1,096 New
ARMC
129
American Research & Management Company
Massachusetts
$60K – – –
NFG
130
Next Financial Group
Texas
$60K – – –
QT
131
Quantamental Technologies
New York
$42K +$18K +300 +75%
TCOV
132
Trust Company of Vermont
Vermont
$28K – – –
LC
133
Lindbrook Capital
California
$26K – – –
SIS
134
Sound Income Strategies
Florida
$24K – – –
OIA
135
Optimum Investment Advisors
Illinois
$24K – – –
FHA
136
First Horizon Advisors
Tennessee
$23K – – –
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$23K +$10.6K +175 +85%
JIR
138
James Investment Research
Ohio
$22K +$9.22K +155 +72%
TF
139
TimeScale Financial
Massachusetts
$20K +$20K +336 New
SPIA
140
Steward Partners Investment Advisory
New York
$15K +$15K +256 New
S
141
SignatureFD
Georgia
$11K – – –
PA
142
Parallel Advisors
California
$11K – – –
TRCT
143
Tower Research Capital (TRC)
New York
$6K +$6K +100 New
LWM
144
Liberty Wealth Management
California
$4K +$406 +7 +11%
QCG
145
Quadrant Capital Group
Ohio
$3K – – –
RCAG
146
Rehmann Capital Advisory Group
Michigan
$2.18K +$1.27K +21 +140%
RWA
147
Redhawk Wealth Advisors
Minnesota
$2K +$2K +27 New
PO
148
Private Ocean
California
$2K +$2K +47 New
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$1K +$501 +15 +100%
TFO
150
Tarbox Family Office
California
$1K +$1K +16 New
3 4 5
6
7