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Unitil
UTL

Overview Fund Activity

182 hedge funds and large institutions have $662M invested in Unitil in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 60 reducing their positions, and 11 closing their positions.

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
67
Reduced
60
Closed
11
Calls
$278K
Puts
$10K
Net Calls
+$268K
Net Calls Change
+$96K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.7M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.7M
4
State Street
4
State Street
Massachusetts
$34.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$66.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.68M
2
GLA
2
Great Lakes Advisors
Illinois
$7.22M
3
Ameriprise
3
Ameriprise
Minnesota
$3.64M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$4.92M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$848K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$154M 2,932,304 +16,171 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$66.9M 1,273,199 +29,960 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$34.7M 659,625 +144,178 +28%
State Street
4
State Street
Massachusetts
$34.3M 651,915 +42,283 +7%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.7M 488,461 +83,980 +21%
Renaissance Technologies
6
Renaissance Technologies
New York
$24.6M 468,351 -7,900 -2%
ACB
7
Aristotle Capital Boston
Massachusetts
$23.9M 455,578 -1,931 -0.4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$22.9M 436,061 -751 -0.2%
BTW
9
Boston Trust Walden
Massachusetts
$21.1M 401,233 +19,855 +5%
Morgan Stanley
10
Morgan Stanley
New York
$20.7M 394,552 +211,651 +116%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18.2M 346,282 +19,074 +6%
FCM
12
Frontier Capital Management
Massachusetts
$14.8M 281,961 -4,497 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11.7M 221,954 -627 -0.3%
Charles Schwab
14
Charles Schwab
California
$11.2M 213,062 +9,489 +5%
Northern Trust
15
Northern Trust
Illinois
$10.9M 207,796 +1,084 +0.5%
GLA
16
Great Lakes Advisors
Illinois
$7.22M 137,332 -41,574 -23%
Invesco
17
Invesco
Georgia
$7.14M 135,792 -12,401 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.64M 126,249 +15,296 +14%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$6.64M 126,236 +557 +0.4%
FP
20
Foundry Partners
Minnesota
$6.28M 119,540 +6,505 +6%
SEI Investments
21
SEI Investments
Pennsylvania
$5.87M 111,580 +81 +0.1%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$4.92M 93,500 -18,600 -17%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.7M 89,348 -1,260 -1%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$4.57M 87,025 – –
PI
25
Putnam Investments
Massachusetts
$4.21M 80,027 +5,767 +8%
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