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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
1
ProShare Advisors
Maryland
$15M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$5.83M
3
State Street
3
State Street
Massachusetts
$43.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.1M
5
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$1.7M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$2.14M
2
AIC
2
Aurora Investment Counsel
Georgia
$435K
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$547K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$7.86M
5
Charles Schwab
5
Charles Schwab
California
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$1.45K – – –
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$788 – – –
BIA
203
Bell Investment Advisors
California
$727 – – –
EWA
204
EverSource Wealth Advisors
Alabama
$666 – – –
CPG
205
Cornerstone Planning Group
New Jersey
$637 – – –
CAM
206
ClariVest Asset Management
California
$621 – – –
UB
207
UMB Bank
Missouri
$606 – – –
RIL
208
Rothschild Investment LLC
Illinois
$606 +$606 +10 New
PFBT
209
Parkside Financial Bank & Trust
Missouri
$303 – – –
HNB
210
Huntington National Bank
Ohio
$303 – – –
AAP
211
Arax Advisory Partners
Colorado
$303 +$303 +5 New
MFG
212
Mendota Financial Group
Wisconsin
$61 -$187K -3,073 -100%
TPSF
213
Texas Permanent School Fund
Texas
– -$664K -12,812 Closed
ECM
214
ExodusPoint Capital Management
New York
– -$377K -7,289 Closed
SPA
215
Sherbrooke Park Advisers
New York
– -$362K -6,988 Closed
A
216
AlphaQuest
New York
– -$357K -6,893 Closed
Man Group
217
Man Group
United Kingdom
– -$227K -4,389 Closed
Walleye Capital
218
Walleye Capital
New York
– -$221K -4,270 Closed
QT
219
Quantbot Technologies
New York
– -$73.5K -1,419 Closed
CFM
220
Catalyst Funds Management
Australia
– -$10.4K -200 Closed
BHWM
221
Beaird Harris Wealth Management
Texas
– -$5.18K -100 Closed
EC
222
EntryPoint Capital
New York
– -$5.13K -99 Closed
Toronto Dominion Bank
223
Toronto Dominion Bank
Ontario, Canada
– -$207 -4 Closed
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