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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 %
FFA
176
Farther Finance Advisors
California
$1.14K +$517 +10 +83%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$1K -$4.65K -79 -82%
PA
178
Parallel Advisors
California
$873 +$51 +1 +6%
FMII
179
Farmers & Merchants Investments Inc
Nebraska
$681 – – –
BIA
180
Bell Investment Advisors
California
$629 – – –
CPG
181
Cornerstone Planning Group
New Jersey
$579 +$579 +11 New
UB
182
UMB Bank
Missouri
$524 +$524 +10 New
VCM
183
Versant Capital Management
Arizona
$314 – – –
PFBT
184
Parkside Financial Bank & Trust
Missouri
$262 – – –
ECM
185
Everence Capital Management
Indiana
$243 +$243 +4,640 New
AWM
186
Avior Wealth Management
Nebraska
$157 +$157 +3 New
Norges Bank
187
Norges Bank
Norway
– -$1.45M -27,500 Closed
Allianz Asset Management
188
Allianz Asset Management
Germany
– -$1.39M -26,525 Closed
AWM
189
AE Wealth Management
Kansas
– -$550K -11,222 Closed
CIC
190
Cornercap Investment Counsel
Georgia
– -$536K -10,192 Closed
Jane Street
191
Jane Street
New York
– -$442K -8,406 Closed
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
– -$389K -7,402 Closed
SPC
193
Sigma Planning Corp
Michigan
– -$208K -3,956 Closed
FLPIM
194
F.L. Putnam Investment Management
Massachusetts
– -$203K -3,869 Closed
SG Americas Securities
195
SG Americas Securities
New York
– -$131K -2,493 Closed
KBC Group
196
KBC Group
Belgium
– -$29K -549 Closed
ASN
197
Advisory Services Network
Georgia
– -$26.3K -500 Closed
AF
198
Allworth Financial
California
– -$15.8K -300 Closed
GWMIA
199
Global Wealth Management Investment Advisory
Florida
– -$14.7K -280 Closed
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