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Unitil
UTL

175 hedge funds and large institutions have $721M invested in Unitil in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $589M → $721M (+$132M)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 54

3.01% more ownership

Funds ownership: 73.65% → 76.67% (+3%)

1% less funds holding

Funds holding: 176 → 175 (-1)

Holders
175
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
60
Reduced
54
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12.6M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$9.55M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$8.61M
4
Millennium Management
Millennium Management
New York
+$5.92M
5
Morgan Stanley
Morgan Stanley
New York
+$5.15M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$12.2M
2
NIG
NFJ Investment Group
Texas
-$4.15M
3
Invesco
Invesco
Georgia
-$2.16M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
5
Wells Fargo
Wells Fargo
California
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$6.16M -$575K -10,655 -9%
Principal Financial Group
27
Principal Financial Group
Iowa
$5.82M -$824K -15,268 -13%
PI
28
Putnam Investments
Massachusetts
$5.51M +$1.43M +26,411 +39%
MPAM
29
Monarch Partners Asset Management
Massachusetts
$5.49M +$173K +3,199 +4%
GF
30
Gabelli Funds
New York
$4.26M – – –
First Manhattan
31
First Manhattan
New York
$3.75M -$94.5K -1,750 -3%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.53M -$84K -1,557 -3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.4M -$256K -4,745 -8%
Deutsche Bank
34
Deutsche Bank
Germany
$2.86M – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.77M +$136K +2,521 +6%
MAM
36
Martingale Asset Management
Massachusetts
$2.67M +$12K +223 +0.5%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$2.44M -$526K -9,739 -19%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$2.29M -$339K -6,276 -14%
Legal & General Group
39
Legal & General Group
United Kingdom
$2.28M +$9.28K +172 +0.4%
Bank of America
40
Bank of America
North Carolina
$2.26M -$236K -4,380 -10%
Swiss National Bank
41
Swiss National Bank
Switzerland
$2.22M – – –
JIC
42
Johnson Investment Counsel
Ohio
$1.92M – – –
IA
43
Icon Advisers
Colorado
$1.84M – – –
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.74M -$12.1K -224 -0.7%
State of Tennessee, Department of Treasury
45
State of Tennessee, Department of Treasury
Tennessee
$1.58M +$555K +10,281 +62%
ETC
46
Exchange Traded Concepts
Oklahoma
$1.58M +$43K +796 +3%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$1.58M +$702 +13 +0%
CS
48
Credit Suisse
Switzerland
$1.57M +$659K +12,218 +84%
Canada Life
49
Canada Life
Manitoba, Canada
$1.51M +$98.5K +1,825 +8%
PAMS
50
Pictet Asset Management (Switzerland)
Switzerland
$1.5M +$1.38M +25,615 New
1
2
3 4 5

UTL Hedge Fund Activity: Q2 2022 in Review

175 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2022, worth a combined $721M — up 22% from $589M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UTL positions and 21 closed out — a net gain of 4 holders — while 60 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock, adding an estimated $12.6M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $12.2M sold.

  • 175 institutional investors held Unitil (UTL) as of Q2 2022, down from 176 in Q1 2022.
  • Funds reported $721M of Unitil stock for Q2 2022, up 22% quarter-over-quarter.
  • 25 funds opened new Unitil positions in Q2 2022 and 21 closed out, a net change of +4 holders.
  • The largest Unitil buyer in Q2 2022 was BlackRock, an estimated $12.6M added.
  • The largest Unitil seller in Q2 2022 was Adage Capital Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2022.