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Unitil
UTL

217 hedge funds and large institutions have $697M invested in Unitil in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 65

1.69% more ownership

Funds ownership: 80.61% → 82.3% (+1.7%)

2% more capital invested

Capital invested by funds: $684M → $697M (+$13.1M)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 220 → 217 (-3)

Holders
217
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
94
Reduced
65
Closed
27
Calls
$349K
Puts
–
Net Calls
+$349K
Net Calls Change
+$349K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.9M
2
WHRC
W.H. Reaves & Co
New Jersey
+$13.4M
3
BlackRock
BlackRock
New York
+$8.76M
4
HHAM
HITE Hedge Asset Management
Massachusetts
+$8.5M
5
FCM
Frontier Capital Management
Massachusetts
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$4.68M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
3
TI
Trexquant Investment
Connecticut
-$1.57M
4
UBS AM
UBS AM
Illinois
-$1.56M
5
UBS Group
UBS Group
Switzerland
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.56M -$3.23M -66,188 -41%
Two Sigma Investments
27
Two Sigma Investments
New York
$4.55M +$2.13M +43,560 +85%
Bank of America
28
Bank of America
North Carolina
$4.44M +$114K +2,335 +3%
Tudor Investment Corp
29
Tudor Investment Corp
Connecticut
$4.3M +$2.03M +41,490 +86%
Principal Financial Group
30
Principal Financial Group
Iowa
$4.08M +$230K +4,714 +6%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$4M +$1.72M +35,287 +73%
UBS Group
32
UBS Group
Switzerland
$3.61M -$1.46M -29,817 -28%
Goldman Sachs
33
Goldman Sachs
New York
$3.54M +$843K +17,270 +30%
GF
34
Gabelli Funds
New York
$3.42M – – –
JIC
35
Johnson Investment Counsel
Ohio
$3.32M +$433K +8,872 +15%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.3M +$665K +13,619 +25%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$3.14M +$1.4M +28,700 +78%
Citadel Advisors
38
Citadel Advisors
Florida
$3.11M +$3.17M +64,958 New
ACG
39
Aventail Capital Group
New York
$3.03M +$3.09M +63,332 New
Alyeska Investment Group
40
Alyeska Investment Group
Illinois
$2.87M +$2.93M +60,000 New
Ameriprise
41
Ameriprise
Minnesota
$2.83M +$65.6K +1,343 +2%
UBS AM
42
UBS AM
Illinois
$2.74M -$1.56M -32,018 -36%
PAM
43
Panagora Asset Management
Massachusetts
$2.64M +$44K +902 +2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.57M +$99.3K +2,034 +4%
GLA
45
Great Lakes Advisors
Illinois
$2.34M -$441K -9,038 -16%
Legal & General Group
46
Legal & General Group
United Kingdom
$2.34M +$31.6K +648 +1%
Victory Capital Management
47
Victory Capital Management
Texas
$2.33M +$89.3K +1,829 +4%
American Century Companies
48
American Century Companies
Missouri
$2.3M +$171K +3,499 +8%
TRSOTSOK
49
Teachers Retirement System of the State of Kentucky
Kentucky
$2.2M +$767K +15,716 +52%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$2.18M +$497K +10,181 +29%
1
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UTL Hedge Fund Activity: Q3 2025 in Review

217 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2025, worth a combined $697M — up 1.9% from $684M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UTL and 25 opened new positions — a net loss of 2 holders — while 65 trimmed existing stakes and 94 added.

The largest buyer was Wellington Management Group, adding an estimated $13.9M. The largest seller was State Street, cutting an estimated $4.68M.

  • 217 institutional investors held Unitil (UTL) as of Q3 2025, down from 220 in Q2 2025.
  • Funds reported $697M of Unitil stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 25 funds opened new Unitil positions in Q3 2025 and 27 closed out, a net change of -2 holders.
  • The largest Unitil buyer in Q3 2025 was Wellington Management Group, an estimated $13.9M added.
  • The largest Unitil seller in Q3 2025 was State Street, an estimated $4.68M sold.

Based on aggregated 13F filings for Q3 2025.