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

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$2.14M
2
AIC
Aurora Investment Counsel
Georgia
$435K
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$547K
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.86M
5
Charles Schwab
Charles Schwab
California
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$15.1K – – –
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$14.5K – – –
HI
178
Harbour Investments
Wisconsin
$14.3K – – –
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$11K – – –
Bessemer Group
180
Bessemer Group
New Jersey
$11K +$2.42K +38 +28%
EB
181
Eastern Bank
Massachusetts
$10.7K +$10.7K +176 New
LFG
182
Larson Financial Group
Missouri
$10.4K +$10.3K +170 +8,500%
GWP
183
Gen-Wealth Partners
Michigan
$9.74K +$9.74K +168 New
TCOV
184
Trust Company of Vermont
Vermont
$9.09K – – –
HPC
185
HM Payson & Co
Maine
$8.6K – – –
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$8.24K +$303 +5 +4%
FHA
187
First Horizon Advisors
Tennessee
$7.75K – – –
FFO
188
Fortitude Family Office
Arizona
$5.21K – – –
CAL
189
Capital Advisors Ltd
Ohio
$5K – – –
RAM
190
Riggs Asset Management
Pennsylvania
$4.06K – – –
SCM
191
Sterling Capital Management
North Carolina
$3.45K +$3.45K +57 New
PA
192
Parallel Advisors
California
$3.27K – – –
SAM
193
Smartleaf Asset Management
Massachusetts
$3.16K -$1.37K -23 -30%
LC
194
Lindbrook Capital
California
$2.48K +$424 +7 +21%
CPA
195
Capital Performance Advisors
California
$2.48K +$2.48K +41 New
S
196
Sachetta
Massachusetts
$2.3K – – –
VCM
197
Versant Capital Management
Arizona
$2.3K +$1.94K +32 +533%
HWM
198
Hemington Wealth Management
Virginia
$2K +$2K +48 New
QL
199
Quarry LP
New York
$1.88K +$1.88K +31 New
FFA
200
Farther Finance Advisors
California
$1.82K – – –
5 6 7
8
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