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Unitil
UTL

164 hedge funds and large institutions have $518M invested in Unitil in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

27% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 49

4% more funds holding

Funds holding: 158 → 164 (+6)

3% more capital invested

Capital invested by funds: $503M → $518M (+$15M)

1.57% less ownership

Funds ownership: 74.1% → 72.53% (-1.6%)

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
62
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$6.5M
2
BlackRock
BlackRock
New York
+$5.95M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.67M
4
Ameriprise
Ameriprise
Minnesota
+$2.14M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$7.43M
2
ACB
Aristotle Capital Boston
Massachusetts
-$6.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.1M
4
N
Nuveen
North Carolina
-$3.07M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
26
Gabelli Funds
New York
$3.36M – – –
N
27
Nuveen
North Carolina
$3.19M -$3.07M -70,739 -50%
First Manhattan
28
First Manhattan
New York
$3.01M +$28.2K +650 +1%
PPA
29
Parametric Portfolio Associates
Washington
$3M +$11.1K +255 +0.4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.91M -$36.6K -844 -1%
FP
31
Foundry Partners
Minnesota
$2.77M -$1.29M -29,718 -33%
BFS
32
Bradley Foster & Sargent
Connecticut
$2.76M – – –
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.56M -$1.13M -26,100 -32%
Deutsche Bank
34
Deutsche Bank
Germany
$2.45M +$248K +5,713 +12%
Bank of America
35
Bank of America
North Carolina
$2.26M +$157K +3,618 +8%
MAM
36
Martingale Asset Management
Massachusetts
$2.08M +$504K +11,622 +35%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$2.04M +$22.1K +510 +1%
Wells Fargo
38
Wells Fargo
California
$1.93M +$268K +6,182 +17%
Legal & General Group
39
Legal & General Group
United Kingdom
$1.79M +$94.2K +2,173 +6%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$1.63M +$1.54M +35,485 New
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.6M +$73.7K +1,700 +5%
JIC
42
Johnson Investment Counsel
Ohio
$1.5M – – –
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5M -$83.2K -1,919 -6%
Goldman Sachs
44
Goldman Sachs
New York
$1.4M -$744K -17,167 -36%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$1.23M +$198K +4,564 +21%
First Trust Advisors
46
First Trust Advisors
Illinois
$1.19M +$147K +3,381 +15%
ETC
47
Exchange Traded Concepts
Oklahoma
$1.16M +$19K +439 +2%
CIC
48
Cornercap Investment Counsel
Georgia
$1.14M +$114K +2,619 +12%
Barclays
49
Barclays
United Kingdom
$1.12M +$111K +2,550 +12%
Two Sigma Investments
50
Two Sigma Investments
New York
$1.12M -$1.59M -36,774 -60%
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UTL Hedge Fund Activity: Q4 2021 in Review

164 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2021, worth a combined $518M — up 3% from $503M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UTL positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 49 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $6.5M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $7.43M sold.

  • 164 institutional investors held Unitil (UTL) as of Q4 2021, up from 158 in Q3 2021.
  • Funds reported $518M of Unitil stock for Q4 2021, up 3% quarter-over-quarter.
  • 22 funds opened new Unitil positions in Q4 2021 and 14 closed out, a net change of +8 holders.
  • The largest Unitil buyer in Q4 2021 was Adage Capital Partners, an estimated $6.5M added.
  • The largest Unitil seller in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $7.43M sold.

Based on aggregated 13F filings for Q4 2021.