Unitil
224 hedge funds and large institutions have $734M invested in Unitil in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 91 reducing their positions, and 11 closing their positions.
853% more call options, than puts
Call options by funds: $162K | Put options by funds: $17K
182% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 11
9% more funds holding
Funds holding: 206 → 224 (+18)
6% more capital invested
Capital invested by funds: $694M → $734M (+$39.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.86% less ownership
Funds ownership: 79.12% → 78.26% (-0.86%)
38% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.52M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$2.65M |
| 3 |
Millennium Management
New York
|
+$1.87M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.65M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$10.3M |
| 2 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$4.47M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.74M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$1.58M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
226
HRT Financial
New York
| – | -$353K | -6,524 | Closed |
|
|
RP
227
Riverwater Partners
Milwaukee,
Wisconsin
| – | -$315K | -5,815 | Closed |
|
|
PAG
228
Private Advisor Group
Morristown,
New Jersey
| – | -$260K | -4,793 | Closed |
|
|
VIA
229
Virtus Investment Advisers
Hartford,
Connecticut
| – | -$226K | -4,177 | Closed |
|
230
DZ Bank
Frankfurt Am Main,
Germany
| – | -$85.2K | -1,573 | Closed |
|
|
VWM
231
Venturi Wealth Management
Austin,
Texas
| – | -$9.43K | -174 | Closed |
|
|
RAM
232
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$2.8K | -52 | Closed |
|
|
TWD
233
True Wealth Design
Akron,
Ohio
| – | -$380 | -7 | Closed |
|
|
IA
234
IFP Advisors
Tampa,
Florida
| – | -$54 | -1 | Closed |
|
|
HFS
235
Hantz Financial Services
Southfield,
Michigan
| – | +$275 | +5 | New |
|
UTL Hedge Fund Activity: Q1 2025 in Review
224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2025, worth a combined $734M — up 5.7% from $694M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new UTL positions and 11 closed out — a net gain of 20 holders — while 56 added to existing stakes and 91 trimmed.
The largest buyer was Vanguard Group, adding an estimated $4.52M. The largest seller was BlackRock, cutting an estimated $10.3M.
- 224 institutional investors held Unitil (UTL) as of Q1 2025, up from 206 in Q4 2024.
- Funds reported $734M of Unitil stock for Q1 2025, up 5.7% quarter-over-quarter.
- 31 funds opened new Unitil positions in Q1 2025 and 11 closed out, a net change of +20 holders.
- The largest Unitil buyer in Q1 2025 was Vanguard Group, an estimated $4.52M added.
- The largest Unitil seller in Q1 2025 was BlackRock, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2025.