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Unitil
UTL

Overview Fund Activity

180 hedge funds and large institutions have $615M invested in Unitil in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
69
Reduced
57
Closed
22
Calls
$299K
Puts
–
Net Calls
+$299K
Net Calls Change
-$328K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.6M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
$5.57M
3
Invesco
Invesco
Georgia
$6.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.27M
5
Wells Fargo
Wells Fargo
California
$1.36M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$889K
2
Millennium Management
Millennium Management
New York
$708K
3
GLA
Great Lakes Advisors
Illinois
$7.38M
4
Morgan Stanley
Morgan Stanley
New York
$11M
5
CIC
Cornercap Investment Counsel
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
176
Farmers & Merchants Investments Inc
Nebraska
$659 – – –
PA
177
Parallel Advisors
California
$624 +$260 +5 +71%
FFA
178
Farther Finance Advisors
California
$609 – – –
BIA
179
Bell Investment Advisors
California
$508 – – –
CIC
180
Cornercap Investment Counsel
Georgia
– -$918K -16,090 Closed
HF
181
HRT Financial
New York
– -$584K -10,246 Closed
ECM
182
ExodusPoint Capital Management
New York
– -$507K -8,891 Closed
EGM
183
Engineers Gate Manager
New York
– -$489K -8,567 Closed
SG Americas Securities
184
SG Americas Securities
New York
– -$462K -8,095 Closed
CSS
185
Cubist Systematic Strategies
Connecticut
– -$377K -6,616 Closed
MFS
186
Mirabella Financial Services
United Kingdom
– -$252K -4,422 Closed
JF
187
Jump Financial
Illinois
– -$233K -4,079 Closed
XT
188
XTX Topco
Cayman Islands
– -$226K -3,964 Closed
FLPIM
189
F.L. Putnam Investment Management
Massachusetts
– -$221K -3,869 Closed
SPC
190
Sigma Planning Corp
Michigan
– -$220K -3,861 Closed
KWMG
191
King Wealth Management Group
Florida
– -$217K -3,796 Closed
1IA
192
1620 Investment Advisors
Massachusetts
– -$214K -3,748 Closed
LCM
193
Legato Capital Management
California
– -$213K -3,734 Closed
CC
194
Centiva Capital
New York
– -$211K -3,694 Closed
Point72 Asset Management
195
Point72 Asset Management
Connecticut
– -$107K -1,880 Closed
ASN
196
Advisory Services Network
Georgia
– -$77.1K -1,352 Closed
FWM
197
Focused Wealth Management
New York
– -$69K -1,210 Closed
VI
198
Vestcor Inc
New Brunswick, Canada
– -$33K -573 Closed
Jones Financial Companies
199
Jones Financial Companies
Missouri
– -$25.4K -445 Closed
BONH
200
Bank of New Hampshire
New Hampshire
– -$22.8K -400 Closed
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