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206 hedge funds and large institutions have $694M invested in Unitil in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 63

0.22% more ownership

Funds ownership: 78.89%79.12% (+0.22%)

3% less funds holding

Funds holding: 213206 (-7)

10% less capital invested

Capital invested by funds: $773M → $694M (-$78.3M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

36% less call options, than puts

Call options by funds: $108K | Put options by funds: $168K

Holders
206
Holders Change
-7
Holders Change %
-3.29%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
74
Reduced
63
Closed
25
Calls
$108K
Puts
$168K
Net Calls
-$60K
Net Calls Change
-$677K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$4.52M -$265K -4,567 -5%
Bank of America
27
Bank of America
North Carolina
$4.19M +$355K +6,117 +9%
GF
28
Gabelli Funds
New York
$3.93M
GLA
29
Great Lakes Advisors
Illinois
$3.75M -$1.05M -18,031 -21%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$3.35M +$2.01M +34,650 +128%
Ameriprise
31
Ameriprise
Minnesota
$3.09M -$304K -5,234 -8%
UBS AM
32
UBS AM
Illinois
$3.07M +$501K +8,640 +18%
JIC
33
Johnson Investment Counsel
Ohio
$3.06M -$258K -4,443 -7%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$2.86M +$53.1K +916 +2%
Millennium Management
35
Millennium Management
New York
$2.85M +$2.78M +47,921 +1,011%
Legal & General Group
36
Legal & General Group
United Kingdom
$2.71M +$16.5K +285 +0.6%
WAM
37
Wernau Asset Management
Massachusetts
$2.67M +$2.86M +49,317 New
Osaic Holdings
38
Osaic Holdings
Arizona
$2.53M +$232K +4,008 +9%
First Manhattan
39
First Manhattan
New York
$2.25M -$341K -5,885 -12%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$2.2M -$1.93M -33,202 -45%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.18M +$350K +6,037 +18%
Raymond James Financial
42
Raymond James Financial
Florida
$2.08M +$2.23M +38,429 New
State of New Jersey Common Pension Fund D
43
State of New Jersey Common Pension Fund D
New Jersey
$2.03M
American Century Companies
44
American Century Companies
Missouri
$1.97M +$199K +3,428 +10%
MAM
45
Martingale Asset Management
Massachusetts
$1.9M +$8.29K +143 +0.4%
M&T Bank
46
M&T Bank
New York
$1.86M +$5.1K +88 +0.3%
WCM
47
Wedge Capital Management
North Carolina
$1.83M +$199K +3,430 +11%
NSIM
48
North Star Investment Management
Illinois
$1.82M
Barclays
49
Barclays
United Kingdom
$1.8M +$23.6K +406 +1%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.72M

UTL Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2024, worth a combined $694M — down 10% from $773M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UTL and 20 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 74 added.

The largest buyer was BlackRock, adding an estimated $7.25M. The largest seller was ProShare Advisors, cutting an estimated $6.33M.

  • 206 institutional investors held Unitil (UTL) as of Q4 2024, down from 213 in Q3 2024.
  • Funds reported $694M of Unitil stock for Q4 2024, down 10% quarter-over-quarter.
  • 20 funds opened new Unitil positions in Q4 2024 and 25 closed out, a net change of -5 holders.
  • The largest Unitil buyer in Q4 2024 was BlackRock, an estimated $7.25M added.
  • The largest Unitil seller in Q4 2024 was ProShare Advisors, an estimated $6.33M sold.

Based on aggregated 13F filings for Q4 2024.