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Unitil
UTL

Overview Fund Activity

189 hedge funds and large institutions have $674M invested in Unitil in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+10
Holders Change %
+5.59%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
64
Closed
14
Calls
$627K
Puts
–
Net Calls
+$627K
Net Calls Change
+$339K

Top Buyers

1
GLA
Great Lakes Advisors
Illinois
$10.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.1M
3
Millennium Management
Millennium Management
New York
$3.67M
4
BlackRock
BlackRock
New York
$169M
5
Goldman Sachs
Goldman Sachs
New York
$3.98M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$532K
2
Invesco
Invesco
Georgia
$4.33M
3
Allianz Asset Management
Allianz Asset Management
Germany
$3.35M
4
PAM
Panagora Asset Management
Massachusetts
$1.71M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$767K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
126
Arizona State Retirement System
Arizona
$265K +$7.02K +123 +3%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$261K – – –
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$260K -$24.8K -435 -9%
MFS
129
Mirabella Financial Services
United Kingdom
$252K +$252K +4,422 New
PAMS
130
Pictet Asset Management (Switzerland)
Switzerland
$237K -$1.62M -28,341 -87%
JF
131
Jump Financial
Illinois
$233K +$233K +4,079 New
XT
132
XTX Topco
Cayman Islands
$226K +$226K +3,964 New
FLPIM
133
F.L. Putnam Investment Management
Massachusetts
$221K +$221K +3,869 New
SPC
134
Sigma Planning Corp
Michigan
$220K +$220K +3,861 New
ProShare Advisors
135
ProShare Advisors
Maryland
$219K +$219K +3,842 New
KWMG
136
King Wealth Management Group
Florida
$217K -$22.9K -400 -10%
1IA
137
1620 Investment Advisors
Massachusetts
$214K +$214K +3,748 New
LCM
138
Legato Capital Management
California
$213K +$213K +3,734 New
CC
139
Centiva Capital
New York
$211K +$211K +3,694 New
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$205K +$205K +3,587 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$204K +$18K +316 +10%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$157K +$90.9K +1,593 +137%
WWP
143
WR Wealth Planners
Missouri
$131K +$131K +2,300 New
Allspring Global Investments
144
Allspring Global Investments
North Carolina
$113K +$6.1K +107 +6%
Point72 Asset Management
145
Point72 Asset Management
Connecticut
$107K +$107K +1,880 New
BFEC
146
Benjamin F. Edwards & Company
Missouri
$83K – – –
ASN
147
Advisory Services Network
Georgia
$77.1K -$29.6K -518 -28%
AAG
148
Armstrong Advisory Group
Massachusetts
$72K – – –
AIP
149
Ameritas Investment Partners
Nebraska
$71K – – –
FWM
150
Focused Wealth Management
New York
$69K +$69K +1,210 New
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6
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