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136 hedge funds and large institutions have $481M invested in Unitil in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $467M → $481M (+$13.2M)

0.22% less ownership

Funds ownership: 70.16%69.94% (-0.22%)

2% less funds holding

Funds holding: 139136 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

34% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 59

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
39
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Anchor Capital Advisors
Massachusetts
$850K -$58K -1,327 -7%
Morgan Stanley
52
Morgan Stanley
New York
$840K -$411K -9,398 -34%
Goldman Sachs
53
Goldman Sachs
New York
$836K -$2.18K -50 -0.3%
Allianz Asset Management
54
Allianz Asset Management
Germany
$814K -$3.39M -77,553 -81%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$809K +$78.5K +1,797 +11%
Barclays
56
Barclays
United Kingdom
$786K +$543K +12,427 +261%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$757K +$31K +710 +4%
Ameriprise
58
Ameriprise
Minnesota
$749K -$211K -4,835 -23%
UBS Group
59
UBS Group
Switzerland
$733K -$146K -3,353 -17%
FNBOO
60
First National Bank of Omaha
Nebraska
$727K -$80.9K -1,853 -10%
Millennium Management
61
Millennium Management
New York
$726K -$4.38M -100,163 -86%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$658K
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$642K +$9.65K +221 +2%
AAM
64
Advisors Asset Management
Colorado
$620K -$22.5K -516 -4%
CS
65
Credit Suisse
Switzerland
$616K -$229K -5,247 -28%
Boston Partners
66
Boston Partners
Massachusetts
$593K +$147K +3,358 +35%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$583K +$56.6K +1,295 +11%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$564K +$539K +12,334 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$553K -$17.3K -396 -3%
RJA
70
Raymond James & Associates
Florida
$516K +$16.5K +378 +3%
AIM
71
Aigen Investment Management
New York
$481K -$127K -2,918 -22%
Canada Life
72
Canada Life
Manitoba, Canada
$464K +$306 +7 +0.1%
MAM
73
Martingale Asset Management
Massachusetts
$445K -$157K -3,601 -27%
Principal Financial Group
74
Principal Financial Group
Iowa
$444K +$32.4K +741 +8%
UBS AM
75
UBS AM
Illinois
$417K -$229K -5,252 -37%

UTL Hedge Fund Activity: Q1 2021 in Review

136 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2021, worth a combined $481M — up 2.8% from $467M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UTL and 13 opened new positions — a net loss of 2 holders — while 59 trimmed existing stakes and 39 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $10M. The largest seller was Frontier Capital Management, cutting an estimated $7.81M.

  • 136 institutional investors held Unitil (UTL) as of Q1 2021, down from 139 in Q4 2020.
  • Funds reported $481M of Unitil stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 13 funds opened new Unitil positions in Q1 2021 and 15 closed out, a net change of -2 holders.
  • The largest Unitil buyer in Q1 2021 was Adage Capital Partners, an estimated $10M added.
  • The largest Unitil seller in Q1 2021 was Frontier Capital Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2021.