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Unitil
UTL

238 hedge funds and large institutions have $769M invested in Unitil in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 64

10% more funds holding

Funds holding: 217 → 238 (+21)

7% more capital invested

Capital invested by funds: $715M → $769M (+$53.1M)

0.67% less ownership

Funds ownership: 82.44% → 81.77% (-0.67%)

Holders
238
Holders Change
+21
Holders Change %
+9.68%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
88
Reduced
64
Closed
15
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$196K

Top Buyers

Rank Fund Capital Flow
1
HA
Heartland Advisors
Wisconsin
+$7.68M
2
Two Sigma Investments
Two Sigma Investments
New York
+$7.31M
3
Jane Street
Jane Street
New York
+$5.54M
4
HF
HRT Financial
New York
+$5.08M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.77M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$22.1M
2
HHAM
HITE Hedge Asset Management
Massachusetts
-$8.83M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.67M
5
ACG
Aventail Capital Group
New York
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
226
Physician Wealth Advisors
Utah
$1.1K – – –
AAP
227
Arax Advisory Partners
Colorado
$993 -$717 -14 -42%
IPS
228
Investors Portfolio Services
Washington
$913 +$922 +18 New
KFAS
229
Keating Financial Advisory Services
Kansas
$731 +$717 +14 New
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$575 – – –
RWM
231
Rialto Wealth Management
New York
$523 – – –
IA
232
IFP Advisors
Florida
$261 +$102 +2 +67%
HI
233
Horizon Investments
North Carolina
$209 +$205 +4 New
AW
234
Ankerstar Wealth
Texas
$157 – – –
HFS
235
Hughes Financial Services
Virginia
$157 +$154 +3 New
GWM
236
Gilpin Wealth Management
Colorado
$105 – – –
SS
237
SBI Securities
Japan
$104 – – –
SS
238
Sunbelt Securities
Texas
$104 – – –
HHAM
239
HITE Hedge Asset Management
Massachusetts
– -$8.83M -182,218 Closed
Two Sigma Advisers
240
Two Sigma Advisers
New York
– -$4.92M -101,500 Closed
ACG
241
Aventail Capital Group
New York
– -$3.12M -64,361 Closed
A
242
AlphaQuest
New York
– -$477K -9,841 Closed
State of Wisconsin Investment Board
243
State of Wisconsin Investment Board
Wisconsin
– -$217K -4,487 Closed
BF
244
BOK Financial
Oklahoma
– -$191K -3,938 Closed
FHA
245
Flagship Harbor Advisors
Massachusetts
– -$48K -991 Closed
IAIM
246
International Assets Investment Management
Florida
– -$25.7K -530 Closed
QL
247
Quarry LP
New York
– -$11.8K -244 Closed
Optiver Holding
248
Optiver Holding
Netherlands
– -$3.49K -72 Closed
TM
249
Torren Management
California
– -$2.36K -49 Closed
ACM
250
Aster Capital Management
United Arab Emirates
– -$969 -20 Closed
7 8 9
10
11

UTL Hedge Fund Activity: Q1 2026 in Review

238 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2026, worth a combined $769M — up 7.4% from $715M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UTL positions and 15 closed out — a net gain of 25 holders — while 88 added to existing stakes and 64 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $7.68M. The largest seller was BlackRock, cutting an estimated $22.1M.

  • 238 institutional investors held Unitil (UTL) as of Q1 2026, up from 217 in Q4 2025.
  • Funds reported $769M of Unitil stock for Q1 2026, up 7.4% quarter-over-quarter.
  • 40 funds opened new Unitil positions in Q1 2026 and 15 closed out, a net change of +25 holders.
  • The largest Unitil buyer in Q1 2026 was Heartland Advisors, an estimated $7.68M added.
  • The largest Unitil seller in Q1 2026 was BlackRock, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2026.