UTL icon

Unitil
UTL

Overview Fund Activity

176 hedge funds and large institutions have $589M invested in Unitil in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+12
Holders Change %
+7.32%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
58
Reduced
60
Closed
15
Calls
$349K
Puts
–
Net Calls
+$349K
Net Calls Change
+$349K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$14.1M
2
MPAM
2
Monarch Partners Asset Management
Massachusetts
$4.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$2.56M
4
FP
4
Foundry Partners
Minnesota
$5.53M
5
Millennium Management
5
Millennium Management
New York
$1.62M

Top Sellers

1
TCM
1
Tributary Capital Management
Nebraska
$1.39M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$8.58M
3
Invesco
3
Invesco
Georgia
$10.9M
4
ACB
4
Aristotle Capital Boston
Massachusetts
$23.7M
5
BFS
5
Bradley Foster & Sargent
Connecticut
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
126
GSA Capital Partners
United Kingdom
$209K +$209K +4,182 New
KWMG
127
King Wealth Management Group
Florida
$209K +$209K +4,196 New
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$133K -$267K -5,337 -67%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$130K – – –
MOACM
130
Mutual of America Capital Management
New York
$115K +$5.95K +119 +5%
QT
131
Quantbot Technologies
New York
$114K +$80.4K +1,624 +240%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$73K – – –
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$69K +$29.8K +597 +76%
AIP
134
Ameritas Investment Partners
Nebraska
$62K – – –
US Bancorp
135
US Bancorp
Minnesota
$59K -$54.9K -1,099 -48%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$59K +$447 +9 +0.8%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$58K – – –
ARMC
138
American Research & Management Company
Massachusetts
$50K – – –
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$47.5K -$174K -3,498 -79%
HWMA
140
Heritage Wealth Management (Arizona)
Arizona
$36K +$36K +718 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$30K +$18.6K +375 +162%
VI
142
Vestcor Inc
New Brunswick, Canada
$29K – – –
EI
143
Ellevest Inc
New York
$26K -$52.1K -1,056 -67%
ACM
144
Aquatic Capital Management
Illinois
$25K +$25K +500 New
BONH
145
Bank of New Hampshire
New Hampshire
$20K +$20K +400 New
COCM
146
Charter Oak Capital Management
New Hampshire
$19K +$49 +1 +0.3%
TF
147
TimeScale Financial
Massachusetts
$18K +$51 +1 +0.3%
SWA
148
Sutton Wealth Advisors
Florida
$17.2K +$399 +8 +2%
S
149
SignatureFD
Georgia
$17K -$688 -14 -4%
PSB
150
Piscataqua Savings Bank
New Hampshire
$15K – – –
4 5
6
7 8