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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 %
QCG
151
Quadrant Capital Group
Ohio
$3K -$1.68K -28 -36%
LWM
152
Liberty Wealth Management
California
$3K -$443 -9 -13%
S
153
SignatureFD
Georgia
$2K -$8.17K -143 -80%
FAM
154
Fred Alger Management
New York
$1K +$1K +12 New
APA
155
American Portfolios Advisors
New York
$785 +$785 +15 New
Impax Asset Management Group
156
Impax Asset Management Group
United Kingdom
– -$7.48M -120,929 Closed
OAM
157
Oxford Asset Management
United Kingdom
– -$2.97M -48,000 Closed
ZIM
158
Zacks Investment Management
Illinois
– -$1.48M -23,877 Closed
Stifel Financial
159
Stifel Financial
Missouri
– -$1.13M -18,340 Closed
Boston Partners
160
Boston Partners
Massachusetts
– -$930K -15,039 Closed
Squarepoint
161
Squarepoint
New York
– -$901K -14,574 Closed
WCM
162
Weld Capital Management
New York
– -$400K -6,465 Closed
CCIA
163
Campbell & Co Investment Adviser
Maryland
– -$325K -5,254 Closed
Arrowstreet Capital
164
Arrowstreet Capital
Massachusetts
– -$301K -4,867 Closed
CEP
165
Chicago Equity Partners
Illinois
– -$295K -4,765 Closed
P
166
Pitcairn
Pennsylvania
– -$293K -4,742 Closed
SAM
167
Symphony Asset Management
California
– -$291K -4,700 Closed
FCI
168
Financial Counselors Inc
Kansas
– -$286K -4,634 Closed
LPL Financial
169
LPL Financial
California
– -$252K -4,077 Closed
D.E. Shaw & Co
170
D.E. Shaw & Co
New York
– -$252K -4,070 Closed
Los Angeles Capital Management
171
Los Angeles Capital Management
California
– -$245K -3,970 Closed
CSS
172
Cubist Systematic Strategies
Connecticut
– -$244K -3,954 Closed
SPC
173
Sigma Planning Corp
Michigan
– -$216K -3,491 Closed
TRCT
174
Tower Research Capital (TRC)
New York
– -$18K -293 Closed
TFO
175
Tarbox Family Office
California
– -$1K -16 Closed
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