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Unitil
UTL

Overview Fund Activity

201 hedge funds and large institutions have $639M invested in Unitil in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 63 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
74
Reduced
63
Closed
7
Calls
$197K
Puts
$52K
Net Calls
+$145K
Net Calls Change
-$132K

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$1.77M
2
UBS AM
2
UBS AM
Illinois
$2.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$7.68M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$19.2M
5
WCM
5
Wedge Capital Management
North Carolina
$2M

Top Sellers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$1.77M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32M
3
GLA
3
Great Lakes Advisors
Illinois
$4.98M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$1.94M
5
Charles Schwab
5
Charles Schwab
California
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
126
Ellevest Inc
New York
$261K -$5.7K -110 -2%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$253K – – –
AB
128
Amalgamated Bank
New York
$249K -$20.1K -389 -7%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$237K +$13.1K +252 +6%
BF
130
BOK Financial
Oklahoma
$235K +$235K +4,544 New
ASRS
131
Arizona State Retirement System
Arizona
$234K +$5.18K +100 +2%
State Board of Administration of Florida Retirement System
132
State Board of Administration of Florida Retirement System
Florida
$232K +$46.6K +900 +25%
KNW
133
Kesler Norman & Wride
Utah
$229K +$229K +4,422 New
Man Group
134
Man Group
United Kingdom
$227K -$495K -9,558 -69%
Pictet Asset Management
135
Pictet Asset Management
Switzerland
$222K – – –
Walleye Capital
136
Walleye Capital
New York
$221K +$221K +4,270 New
VIA
137
Virtus Investment Advisers
Connecticut
$216K -$29K -560 -12%
MA
138
MKT Advisors
California
$215K – – –
AQR Capital Management
139
AQR Capital Management
Connecticut
$208K +$208K +4,014 New
OC
140
Oppenheimer & Co
New York
$203K – – –
JF
141
Jump Financial
Illinois
$202K -$570 -11 -0.3%
TRCT
142
Tower Research Capital (TRC)
New York
$202K +$166K +3,204 +461%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$201K -$20.7K -400 -9%
SG Americas Securities
144
SG Americas Securities
New York
$181K +$181K +3,491 New
Amundi
145
Amundi
France
$179K -$26.8K -518 -13%
MFG
146
Mendota Financial Group
Wisconsin
$159K – – –
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$143K – – –
Fidelity Investments
148
Fidelity Investments
Massachusetts
$134K -$6.16K -119 -4%
WWP
149
WR Wealth Planners
Missouri
$114K -$5.18K -100 -4%
KC
150
Kepos Capital
New York
$88K +$16.7K +322 +23%
4 5
6
7 8