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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.

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 %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$6.78K +$725 +14 +12%
FHA
177
First Horizon Advisors
Tennessee
$6.63K – – –
BHWM
178
Beaird Harris Wealth Management
Texas
$5.18K – – –
EC
179
EntryPoint Capital
New York
$5.13K +$5.13K +99 New
FFO
180
Fortitude Family Office
Arizona
$4.45K – – –
CAL
181
Capital Advisors Ltd
Ohio
$4K +$2.07K +43 +108%
SAM
182
Smartleaf Asset Management
Massachusetts
$3.91K +$3.91K +76 New
RAM
183
Riggs Asset Management
Pennsylvania
$3.47K -$363 -7 -9%
PA
184
Parallel Advisors
California
$2.73K +$1.86K +36 +212%
S
185
Sachetta
Massachusetts
$2.33K – – –
LC
186
Lindbrook Capital
California
$1.76K +$155 +3 +10%
FFA
187
Farther Finance Advisors
California
$1.56K +$416 +8 +36%
US Bancorp
188
US Bancorp
Minnesota
$1.24K – – –
EWA
189
EverSource Wealth Advisors
Alabama
$674 +$674 +11 New
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$673 – – –
CPG
191
Cornerstone Planning Group
New Jersey
$654 – – –
BIA
192
Bell Investment Advisors
California
$622 – – –
CAM
193
ClariVest Asset Management
California
$621 -$1.04K -20 -63%
UB
194
UMB Bank
Missouri
$518 – – –
VCM
195
Versant Capital Management
Arizona
$311 – – –
PFBT
196
Parkside Financial Bank & Trust
Missouri
$259 – – –
HNB
197
Huntington National Bank
Ohio
$259 +$259 +5 New
ECM
198
Everence Capital Management
Indiana
$236 – – –
Toronto Dominion Bank
199
Toronto Dominion Bank
Ontario, Canada
$207 +$207 +4 New
LFG
200
Larson Financial Group
Missouri
$104 +$104 +2 New
5 6 7
8
9