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224 hedge funds and large institutions have $734M invested in Unitil in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 91 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

853% more call options, than puts

Call options by funds: $162K | Put options by funds: $17K

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 206224 (+18)

6% more capital invested

Capital invested by funds: $694M → $734M (+$39.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 79.12%78.26% (-0.86%)

38% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 91

Holders
224
Holders Change
+18
Holders Change %
+8.74%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
56
Reduced
91
Closed
11
Calls
$162K
Puts
$17K
Net Calls
+$145K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$4.16M -$286K -5,198 -7%
GF
27
Gabelli Funds
New York
$4.12M -$55K -1,000 -1%
UBS Group
28
UBS Group
Switzerland
$3.92M -$1.56M -28,316 -29%
UBS AM
29
UBS AM
Illinois
$3.88M +$582K +10,572 +19%
JIC
30
Johnson Investment Counsel
Ohio
$3.84M +$556K +10,100 +18%
Goldman Sachs
31
Goldman Sachs
New York
$3.64M -$1.2M -21,899 -26%
Ameriprise
32
Ameriprise
Minnesota
$3.44M +$142K +2,589 +5%
GLA
33
Great Lakes Advisors
Illinois
$3.36M -$603K -10,955 -16%
Franklin Resources
34
Franklin Resources
California
$3.16M -$1.58M -28,710 -34%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.97M +$617K +11,221 +28%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.91M -$128K -2,322 -4%
WAM
37
Wernau Asset Management
Massachusetts
$2.85M +$2.53K +46 +0.1%
Legal & General Group
38
Legal & General Group
United Kingdom
$2.77M -$103K -1,875 -4%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2.73M +$363K +6,602 +16%
AAS
40
Annex Advisory Services
Wisconsin
$2.72M +$1.41M +25,623 +119%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.49M -$191K -3,466 -7%
PAM
42
Panagora Asset Management
Massachusetts
$2.33M +$1.59M +28,866 +251%
Raymond James Financial
43
Raymond James Financial
Florida
$2.3M +$82.6K +1,501 +4%
American Century Companies
44
American Century Companies
Missouri
$2.27M +$165K +2,997 +8%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$2.25M +$803K +14,598 +60%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.2M +$1.65M +30,072 +375%
First Manhattan
47
First Manhattan
New York
$2.15M -$231K -4,200 -10%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$1.97M -$185K -3,354 -9%
MAM
49
Martingale Asset Management
Massachusetts
$1.94M -$72.8K -1,324 -4%
Jane Street
50
Jane Street
New York
$1.93M +$715K +13,000 +63%

UTL Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2025, worth a combined $734M — up 5.7% from $694M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UTL positions and 11 closed out — a net gain of 20 holders — while 56 added to existing stakes and 91 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.52M. The largest seller was BlackRock, cutting an estimated $10.3M.

  • 224 institutional investors held Unitil (UTL) as of Q1 2025, up from 206 in Q4 2024.
  • Funds reported $734M of Unitil stock for Q1 2025, up 5.7% quarter-over-quarter.
  • 31 funds opened new Unitil positions in Q1 2025 and 11 closed out, a net change of +20 holders.
  • The largest Unitil buyer in Q1 2025 was Vanguard Group, an estimated $4.52M added.
  • The largest Unitil seller in Q1 2025 was BlackRock, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2025.