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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 %
S
151
SignatureFD
Georgia
$19.1K – – –
Allspring Global Investments
152
Allspring Global Investments
North Carolina
$17.2K +$3.67K +70 +27%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.1K +$523 +10 +3%
PSB
154
Piscataqua Savings Bank
New Hampshire
$15.7K – – –
Citadel Advisors
155
Citadel Advisors
Florida
$14.3K +$14.3K +274 New
SPIA
156
Steward Partners Investment Advisory
New York
$13.1K – – –
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$12.4K +$12.4K +239 New
HI
158
Harbour Investments
Wisconsin
$10.5K – – –
CT
159
Cambridge Trust
Massachusetts
$9.21K – – –
BTI
160
Blue Trust Inc
Georgia
$8.8K – – –
TCOV
161
Trust Company of Vermont
Vermont
$7.85K – – –
HPC
162
HM Payson & Co
Maine
$7.43K – – –
Bessemer Group
163
Bessemer Group
New Jersey
$7K +$104 +2 +2%
FHA
164
First Horizon Advisors
Tennessee
$6.7K – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$6.13K +$209 +4 +4%
BHWM
166
Beaird Harris Wealth Management
Texas
$5.24K – – –
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$4.61K +$1.89K +36 +69%
FFO
168
Fortitude Family Office
Arizona
$4.5K – – –
LFA
169
LGT Financial Advisors
Texas
$3.87K – – –
RAM
170
Riggs Asset Management
Pennsylvania
$3.87K +$3.87K +74 New
CAL
171
Capital Advisors Ltd
Ohio
$2K – – –
S
172
Sachetta
Massachusetts
$2K – – –
CAM
173
ClariVest Asset Management
California
$1.68K +$628 +12 +60%
LC
174
Lindbrook Capital
California
$1.62K -$3.4K -65 -68%
US Bancorp
175
US Bancorp
Minnesota
$1.26K -$4.5K -86 -78%
4 5 6
7
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