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Unitil
UTL

Overview Fund Activity

187 hedge funds and large institutions have $641M invested in Unitil in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
61
Reduced
66
Closed
13
Calls
$335K
Puts
$58K
Net Calls
+$277K
Net Calls Change
+$9K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$4.62M
2
AIC
2
Aurora Investment Counsel
Georgia
$2.35M
3
State Street
3
State Street
Massachusetts
$35.3M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$4.36M
5
Millennium Management
5
Millennium Management
New York
$988K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.82M
2
Northern Trust
2
Northern Trust
Illinois
$8.85M
3
BlackRock
3
BlackRock
New York
$152M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$224K -$20.9K -400 -9%
PAM
127
Panagora Asset Management
Massachusetts
$212K -$97.6K -1,865 -32%
OC
128
Oppenheimer & Co
New York
$205K – – –
JF
129
Jump Financial
Illinois
$205K -$77.7K -1,485 -28%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$205K -$55.3K -970 -21%
MA
131
MKT Advisors
California
$204K – – –
Amundi
132
Amundi
France
$196K +$40.6K +827 +26%
SAM
133
Shell Asset Management
Netherlands
$176K -$18K -349 -9%
MFG
134
Mendota Financial Group
Wisconsin
$161K +$161K +3,074 New
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$144K – – –
Fidelity Investments
136
Fidelity Investments
Massachusetts
$141K +$9.16K +175 +7%
WWP
137
WR Wealth Planners
Missouri
$120K +$120K +2,300 New
AIP
138
Ameritas Investment Partners
Nebraska
$83K – – –
BFEC
139
Benjamin F. Edwards & Company
Missouri
$77K – – –
KC
140
Kepos Capital
New York
$71K +$9.21K +178 +15%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$69.7K -$19.8K -378 -22%
AAG
142
Armstrong Advisory Group
Massachusetts
$66.4K – – –
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$52.5K +$52.5K +1,003 New
BWP
144
Baldwin Wealth Partners
Massachusetts
$52.4K – – –
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$44.2K -$6.75K -129 -13%
QCG
146
Quadrant Capital Group
Ohio
$37.5K +$23.8K +455 +174%
TRCT
147
Tower Research Capital (TRC)
New York
$36.4K -$506K -9,666 -93%
Federated Hermes
148
Federated Hermes
Pennsylvania
$30.3K -$12.3K -234 -29%
ACM
149
Aquatic Capital Management
Illinois
$26.2K +$26.2K +500 New
GI
150
GAMMA Investing
California
$20.1K +$3.98K +76 +25%
4 5
6
7 8