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153 hedge funds and large institutions have $601M invested in Unitil in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $481M → $601M (+$120M)

13% more funds holding

Funds holding: 136153 (+17)

5.53% more ownership

Funds ownership: 69.94%75.47% (+5.5%)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
153
Holders Change
+17
Holders Change %
+12.5%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
44
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$4.21M -$469K -8,719 -10%
GF
27
Gabelli Funds
New York
$3.87M -$60.5K -1,125 -2%
Morgan Stanley
28
Morgan Stanley
New York
$3.86M +$2.93M +54,467 +296%
PI
29
Putnam Investments
Massachusetts
$3.77M -$113K -2,100 -3%
N
30
Nuveen
North Carolina
$3.48M -$157K -2,918 -4%
First Manhattan
31
First Manhattan
New York
$3.43M -$241K -4,475 -6%
FP
32
Foundry Partners
Minnesota
$3.42M -$1.13M -20,955 -25%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.23M -$969K -18,002 -23%
BFS
34
Bradley Foster & Sargent
Connecticut
$3.18M -$1.23M -22,800 -28%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.55M +$1.27M +23,537 +96%
Deutsche Bank
36
Deutsche Bank
Germany
$2.41M -$152K -2,820 -6%
Bank of America
37
Bank of America
North Carolina
$2.38M -$818K -15,203 -25%
State of New Jersey Common Pension Fund D
38
State of New Jersey Common Pension Fund D
New Jersey
$2.37M +$2.41M +44,734 New
Wells Fargo
39
Wells Fargo
California
$2.32M -$27.3K -507 -1%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$2.1M
Two Sigma Investments
41
Two Sigma Investments
New York
$2.02M -$356K -6,625 -15%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$2M +$377K +7,000 +23%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.75M -$43K -800 -2%
JIC
44
Johnson Investment Counsel
Ohio
$1.73M
Legal & General Group
45
Legal & General Group
United Kingdom
$1.72M +$1.56M +29,031 +829%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.63M +$1.66M +30,800 New
Goldman Sachs
47
Goldman Sachs
New York
$1.49M +$528K +9,806 +54%
HAI
48
Hennessy Advisors Inc
California
$1.25M -$53.8K -1,000 -4%
Canada Life
49
Canada Life
Manitoba, Canada
$1.14M +$610K +11,331 +111%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$1.13M +$460K +8,542 +67%

UTL Hedge Fund Activity: Q2 2021 in Review

153 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2021, worth a combined $601M — up 25% from $481M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UTL positions and 15 closed out — a net gain of 17 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $66.2M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $41.3M.

  • 153 institutional investors held Unitil (UTL) as of Q2 2021, up from 136 in Q1 2021.
  • Funds reported $601M of Unitil stock for Q2 2021, up 25% quarter-over-quarter.
  • 32 funds opened new Unitil positions in Q2 2021 and 15 closed out, a net change of +17 holders.
  • The largest Unitil buyer in Q2 2021 was BlackRock, an estimated $66.2M added.
  • The largest Unitil seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $41.3M sold.

Based on aggregated 13F filings for Q2 2021.