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Unitil
UTL

Overview Fund Activity

213 hedge funds and large institutions have $773M invested in Unitil in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
62
Reduced
75
Closed
11
Calls
$793K
Puts
$176K
Net Calls
+$617K
Net Calls Change
+$472K

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$15M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$5.83M
3
State Street
3
State Street
Massachusetts
$43.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.1M
5
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$1.7M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$2.14M
2
AIC
2
Aurora Investment Counsel
Georgia
$435K
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$547K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$7.86M
5
Charles Schwab
5
Charles Schwab
California
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
151
Jump Financial
Illinois
$203K -$33.1K -547 -14%
SAM
152
Shell Asset Management
Netherlands
$195K +$195K +3,219 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$167K – – –
Amundi
154
Amundi
France
$160K -$39.8K -692 -20%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$159K +$3.09K +51 +2%
Citadel Advisors
156
Citadel Advisors
Florida
$149K +$53.8K +888 +56%
MRC
157
Millburn Ridgefield Corp
New York
$137K +$137K +2,267 New
WWP
158
WR Wealth Planners
Missouri
$133K – – –
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$101K +$848 +14 +0.9%
AIP
160
Ameritas Investment Partners
Nebraska
$96.1K – – –
DZ Bank
161
DZ Bank
Germany
$95.3K – – –
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$81.1K – – –
AAG
163
Armstrong Advisory Group
Massachusetts
$76.5K – – –
KC
164
Kepos Capital
New York
$66K -$37K -609 -36%
BWP
165
Baldwin Wealth Partners
Massachusetts
$60.6K – – –
Federated Hermes
166
Federated Hermes
Pennsylvania
$53.1K +$16.7K +276 +46%
QCG
167
Quadrant Capital Group
Ohio
$50.3K -$7.21K -119 -13%
GI
168
GAMMA Investing
California
$41.4K +$7.45K +123 +22%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$33K +$8.86K +148 +37%
S
170
SignatureFD
Georgia
$22.1K – – –
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.5K -$485 -8 -2%
PSB
172
Piscataqua Savings Bank
New Hampshire
$18.2K – – –
Jones Financial Companies
173
Jones Financial Companies
Missouri
$16.3K +$16.3K +274 New
WSFS
174
Wilmington Savings Fund Society
Delaware
$15.8K +$15.8K +260 New
BTI
175
Blue Trust Inc
Georgia
$15.3K +$6.63K +128 +76%
5 6
7
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