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Unitil
UTL

Overview Fund Activity

217 hedge funds and large institutions have $684M invested in Unitil in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-7
Holders Change %
-3.13%
% of All Funds
2.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
93
Reduced
59
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CSM Advisors
Pennsylvania
$6.64M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.4M
3
FCM
Frontier Capital Management
Massachusetts
$18.8M
4
BlackRock
BlackRock
New York
$151M
5
UBS Group
UBS Group
Switzerland
$5.48M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
WAM
Wakefield Asset Management
Colorado
$0
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$19.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.15M
5
CCIA
Campbell & Co Investment Adviser
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$4.65M +$1.14M +21,889 +33%
Principal Financial Group
27
Principal Financial Group
Iowa
$4.2M -$324K -6,214 -7%
GF
28
Gabelli Funds
New York
$3.73M – – –
JIC
29
Johnson Investment Counsel
Ohio
$3.16M -$316K -6,059 -9%
GLA
30
Great Lakes Advisors
Illinois
$3.02M -$11.4K -218 -0.4%
Ameriprise
31
Ameriprise
Minnesota
$3.01M -$102K -1,961 -3%
Goldman Sachs
32
Goldman Sachs
New York
$2.96M -$329K -6,301 -10%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.89M +$198K +3,803 +7%
PAM
34
Panagora Asset Management
Massachusetts
$2.83M +$730K +13,997 +35%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.7M +$67.3K +1,291 +3%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.69M +$1.55M +29,699 +136%
Franklin Resources
37
Franklin Resources
California
$2.66M -$194K -3,721 -7%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$2.52M +$485K +9,306 +24%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2.52M +$56.4K +1,082 +2%
Legal & General Group
40
Legal & General Group
United Kingdom
$2.51M +$6.05K +116 +0.2%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.51M +$169K +3,111 +7%
Victory Capital Management
42
Victory Capital Management
Texas
$2.44M +$1.62M +31,129 +198%
American Century Companies
43
American Century Companies
Missouri
$2.33M +$272K +5,220 +13%
Raymond James Financial
44
Raymond James Financial
Florida
$2.24M +$162K +3,104 +8%
AAS
45
Annex Advisory Services
Wisconsin
$2.19M -$267K -5,114 -11%
WAM
46
Wernau Asset Management
Massachusetts
$2.17M -$401K -7,689 -16%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.92M +$636K +12,200 +49%
Barclays
48
Barclays
United Kingdom
$1.92M +$626K +12,011 +48%
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$1.84M +$61.5K +1,179 +3%
First Manhattan
50
First Manhattan
New York
$1.81M -$140K -2,675 -7%
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