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Unitil
UTL

Overview Fund Activity

189 hedge funds and large institutions have $674M invested in Unitil in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+10
Holders Change %
+5.59%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
64
Closed
14
Calls
$627K
Puts
–
Net Calls
+$627K
Net Calls Change
+$339K

Top Buyers

1
GLA
Great Lakes Advisors
Illinois
$10.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.1M
3
Millennium Management
Millennium Management
New York
$3.67M
4
BlackRock
BlackRock
New York
$169M
5
Goldman Sachs
Goldman Sachs
New York
$3.98M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$532K
2
Invesco
Invesco
Georgia
$4.33M
3
Allianz Asset Management
Allianz Asset Management
Germany
$3.35M
4
PAM
Panagora Asset Management
Massachusetts
$1.71M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$767K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$8.1K -$685 -12 -8%
HPC
177
HM Payson & Co
Maine
$8.1K – – –
FHA
178
First Horizon Advisors
Tennessee
$7.3K – – –
Bessemer Group
179
Bessemer Group
New Jersey
$5K – – –
PFBT
180
Parkside Financial Bank & Trust
Missouri
$1.94K – – –
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$1.43K +$513 +9 +56%
CAM
182
ClariVest Asset Management
California
$1K – – –
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
ECM
184
Everence Capital Management
Indiana
$888 – – –
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$742 +$114 +2 +18%
FFA
186
Farther Finance Advisors
California
$684 – – –
VCM
187
Versant Capital Management
Arizona
$627 -$5.53K -97 -90%
BIA
188
Bell Investment Advisors
California
$571 – – –
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$571 – +8 +0.1%
PA
190
Parallel Advisors
California
$411 -$235 -4 -36%
BFS
191
Bradley Foster & Sargent
Connecticut
– -$1.08M -20,976 Closed
HVIA
192
Hudson Valley Investment Advisors
New York
– -$486K -9,464 Closed
E
193
Ergoteles
New York
– -$446K -8,677 Closed
Los Angeles Capital Management
194
Los Angeles Capital Management
California
– -$418K -8,138 Closed
Lido Advisors
195
Lido Advisors
California
– -$417K -8,127 Closed
ZIM
196
Zacks Investment Management
Illinois
– -$306K -5,955 Closed
Squarepoint
197
Squarepoint
New York
– -$302K -5,873 Closed
Tudor Investment Corp
198
Tudor Investment Corp
Connecticut
– -$221K -4,312 Closed
ACM
199
Aquatic Capital Management
Illinois
– -$195K -3,800 Closed
SWA
200
Sutton Wealth Advisors
Florida
– -$17.7K -344 Closed
5 6 7
8
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