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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 %
Allspring Global Investments
151
Allspring Global Investments
North Carolina
$85.3K +$68.3K +1,319 +402%
AIP
152
Ameritas Investment Partners
Nebraska
$82.1K – – –
Citadel Advisors
153
Citadel Advisors
Florida
$81.7K +$67.5K +1,304 +476%
DZ Bank
154
DZ Bank
Germany
$81.5K +$81.5K +1,573 New
BFEC
155
Benjamin F. Edwards & Company
Missouri
$76K – – –
QT
156
Quantbot Technologies
New York
$73.5K +$73.5K +1,419 New
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$69.3K +$363 +7 +0.5%
AAG
158
Armstrong Advisory Group
Massachusetts
$65.4K – – –
BWP
159
Baldwin Wealth Partners
Massachusetts
$51.8K – – –
QCG
160
Quadrant Capital Group
Ohio
$49.1K +$12K +232 +32%
Federated Hermes
161
Federated Hermes
Pennsylvania
$31.1K +$1.14K +22 +4%
GI
162
GAMMA Investing
California
$29.1K +$9.17K +177 +46%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$21K +$20.1K +386 +2,271%
S
164
SignatureFD
Georgia
$18.9K – – –
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K +$1.04K +20 +6%
PSB
166
Piscataqua Savings Bank
New Hampshire
$15.5K – – –
SPIA
167
Steward Partners Investment Advisory
New York
$12.9K – – –
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$12.3K – – –
HI
169
Harbour Investments
Wisconsin
$12.2K +$1.86K +36 +18%
CFM
170
Catalyst Funds Management
Australia
$10.4K +$10.4K +200 New
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$9.43K +$4.87K +94 +107%
BTI
172
Blue Trust Inc
Georgia
$8.8K – – –
TCOV
173
Trust Company of Vermont
Vermont
$7.77K – – –
HPC
174
HM Payson & Co
Maine
$7.36K – – –
Bessemer Group
175
Bessemer Group
New Jersey
$7K – – –
5 6
7
8 9