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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 %
GWMIA
151
Global Wealth Management Investment Advisory
Florida
$14K – – –
UB
152
UMB Bank
Missouri
$13K -$9.87K -202 -43%
SPIA
153
Steward Partners Investment Advisory
New York
$13K – – –
LC
154
Lindbrook Capital
California
$12K +$12K +245 New
TRCT
155
Tower Research Capital (TRC)
New York
$10K -$4.22K -87 -30%
AF
156
Allworth Financial
California
$10K – – –
BHWM
157
Beaird Harris Wealth Management
Texas
$10K – – –
CT
158
Cambridge Trust
Massachusetts
$9K – – –
EW
159
Evoke Wealth
California
$8K – – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$8K +$2.86K +55 +56%
HPC
161
HM Payson & Co
Maine
$7K – – –
QCG
162
Quadrant Capital Group
Ohio
$5K +$2.05K +39 +70%
TWA
163
TCI Wealth Advisors
Arizona
$5K +$5K +98 New
Bessemer Group
164
Bessemer Group
New Jersey
$4K -$146 -3 -4%
TFO
165
Tarbox Family Office
California
$4K – – –
HR
166
Howe & Rusling
New York
$4K – – –
MAM
167
Meeder Asset Management
Ohio
$4K +$4K +88 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$2K -$293 -6 -13%
IA
169
IFP Advisors
Florida
$2K – – –
PA
170
Parallel Advisors
California
$1K -$3.27K -72 -77%
PCG
171
Private Capital Group
Connecticut
$1K -$1.2K -24 -55%
C
172
Covestor
United Kingdom
$1K -$182 -2 -15%
VCM
173
Versant Capital Management
Arizona
$1K -$63 -1 -6%
Toronto Dominion Bank
174
Toronto Dominion Bank
Ontario, Canada
$1K +$900 +18 +900%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
– -$811K -17,627 Closed
4 5 6
7
8