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220 hedge funds and large institutions have $684M invested in Unitil in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

2.35% more ownership

Funds ownership: 78.26%80.61% (+2.3%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

2% less funds holding

Funds holding: 224220 (-4)

7% less capital invested

Capital invested by funds: $734M → $684M (-$50.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
93
Reduced
59
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$4.65M +$1.21M +21,889 +33%
Principal Financial Group
27
Principal Financial Group
Iowa
$4.2M -$344K -6,214 -7%
GF
28
Gabelli Funds
New York
$3.73M
JIC
29
Johnson Investment Counsel
Ohio
$3.16M -$336K -6,059 -9%
GLA
30
Great Lakes Advisors
Illinois
$3.02M -$12.1K -218 -0.4%
Ameriprise
31
Ameriprise
Minnesota
$3.01M -$109K -1,961 -3%
Goldman Sachs
32
Goldman Sachs
New York
$2.96M -$349K -6,301 -10%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.89M +$211K +3,803 +7%
PAM
34
Panagora Asset Management
Massachusetts
$2.83M +$776K +13,997 +35%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.7M +$71.6K +1,291 +3%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.69M +$1.65M +29,699 +136%
Franklin Resources
37
Franklin Resources
California
$2.66M -$206K -3,721 -7%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$2.52M +$516K +9,306 +24%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2.52M +$60K +1,082 +2%
Legal & General Group
40
Legal & General Group
United Kingdom
$2.51M +$6.43K +116 +0.2%
Victory Capital Management
41
Victory Capital Management
Texas
$2.44M +$1.73M +31,129 +198%
American Century Companies
42
American Century Companies
Missouri
$2.33M +$289K +5,220 +13%
Osaic Holdings
43
Osaic Holdings
Arizona
$2.29M +$38K +685 +2%
Raymond James Financial
44
Raymond James Financial
Florida
$2.24M +$172K +3,104 +8%
AAS
45
Annex Advisory Services
Wisconsin
$2.19M -$284K -5,114 -11%
WAM
46
Wernau Asset Management
Massachusetts
$2.17M -$426K -7,689 -16%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.92M +$676K +12,200 +49%
Barclays
48
Barclays
United Kingdom
$1.92M +$666K +12,011 +48%
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$1.84M +$65.4K +1,179 +3%
First Manhattan
50
First Manhattan
New York
$1.81M -$148K -2,675 -7%

UTL Hedge Fund Activity: Q2 2025 in Review

220 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2025, worth a combined $684M — down 6.8% from $734M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of UTL and 28 opened new positions — a net loss of 2 holders — while 59 trimmed existing stakes and 93 added.

The largest buyer was CSM Advisors, opening a new position worth an estimated $7.06M. The largest seller was Millennium Management, exiting entirely with an estimated $5M sold.

  • 220 institutional investors held Unitil (UTL) as of Q2 2025, down from 224 in Q1 2025.
  • Funds reported $684M of Unitil stock for Q2 2025, down 6.8% quarter-over-quarter.
  • 28 funds opened new Unitil positions in Q2 2025 and 30 closed out, a net change of -2 holders.
  • The largest Unitil buyer in Q2 2025 was CSM Advisors, an estimated $7.06M added.
  • The largest Unitil seller in Q2 2025 was Millennium Management, an estimated $5M sold.

Based on aggregated 13F filings for Q2 2025.