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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 %
LIA
126
LS Investment Advisors
Michigan
$66K – – –
AIP
127
Ameritas Investment Partners
Nebraska
$65K – – –
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$61K – – –
NFG
129
Next Financial Group
Texas
$58K -$15.8K -300 -21%
ARMC
130
American Research & Management Company
Massachusetts
$52K – – –
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$52K +$52K +1,000 New
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$36K -$893 -17 -2%
HNB
133
Huntington National Bank
Ohio
$35K – – –
AIM
134
Aigen Investment Management
New York
$25K +$25K +474 New
TCOV
135
Trust Company of Vermont
Vermont
$24K – – –
OIA
136
Optimum Investment Advisors
Illinois
$21K – – –
FHA
137
First Horizon Advisors
Tennessee
$20K – – –
RFWA
138
RPg Family Wealth Advisory
Massachusetts
$18.8K +$18.8K +360 New
TF
139
TimeScale Financial
Massachusetts
$17K +$100 +2 +0.6%
PCG
140
Private Capital Group
Connecticut
$16K +$4.96K +97 +45%
GWMIA
141
Global Wealth Management Investment Advisory
Florida
$15K – – –
DWM
142
Darwin Wealth Management
Florida
$15K +$15K +297 New
SPIA
143
Steward Partners Investment Advisory
New York
$13K – – –
EW
144
Evoke Wealth
California
$8.16K – – –
PA
145
Parallel Advisors
California
$8K -$1.36K -27 -15%
IA
146
IFP Advisors
Florida
$7K -$1.22K -22 -15%
HPC
147
HM Payson & Co
Maine
$7K – – –
SF
148
Synovus Financial
Georgia
$7K +$7K +116 New
CFG
149
Citizens Financial Group
Rhode Island
$6K – – –
LC
150
Lindbrook Capital
California
$5K -$18.1K -348 -78%
3 4 5
6
7