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Unitil
UTL

153 hedge funds and large institutions have $601M invested in Unitil in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $481M → $601M (+$120M)

13% more funds holding

Funds holding: 136 → 153 (+17)

5.53% more ownership

Funds ownership: 69.94% → 75.47% (+5.5%)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
153
Holders Change
+17
Holders Change %
+12.5%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
44
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$66.2M
2
Invesco
Invesco
Georgia
+$12.6M
3
State Street
State Street
Massachusetts
+$11.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.17M
5
Principal Financial Group
Principal Financial Group
Iowa
+$6.04M

Top Sellers

Rank Fund Capital Flow
1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$41.3M
2
FCM
Frontier Capital Management
Massachusetts
-$13.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$10.5M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.95M
5
ACB
Aristotle Capital Boston
Massachusetts
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
51
DC Investments Management
Virginia
$1.1M +$666K +12,381 +147%
NSIM
52
North Star Investment Management
Illinois
$1.09M – – –
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.08M -$97.9K -1,819 -8%
ZCM
54
Ziegler Capital Management
Illinois
$1.04M +$51.9K +964 +5%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$1.01M -$2.95M -54,748 -74%
Citadel Advisors
56
Citadel Advisors
Florida
$1M -$1.09M -20,203 -52%
UBS AM
57
UBS AM
Illinois
$980K +$505K +9,382 +103%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$921K +$43.7K +813 +5%
ACA
59
Anchor Capital Advisors
Massachusetts
$909K -$77.5K -1,441 -8%
Prudential Financial
60
Prudential Financial
New Jersey
$900K +$915K +16,998 New
SO
61
STRS Ohio
Ohio
$858K +$872K +16,200 New
Barclays
62
Barclays
United Kingdom
$808K -$104K -1,930 -11%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$793K -$147K -2,741 -15%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$766K -$860K -15,979 -53%
AAM
65
Advisors Asset Management
Colorado
$744K +$25.6K +475 +4%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$732K -$12.5K -232 -2%
FNBOO
67
First National Bank of Omaha
Nebraska
$727K – – –
Comerica Bank
68
Comerica Bank
Texas
$715K +$776K +14,416 New
CS
69
Credit Suisse
Switzerland
$700K -$22K -409 -3%
RJA
70
Raymond James & Associates
Florida
$692K +$94.9K +1,763 +16%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$668K -$96.5K -1,794 -12%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$646K +$4.3K +80 +0.7%
COPPSERS
73
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$611K +$621K +11,544 New
TPSF
74
Texas Permanent School Fund
Texas
$594K +$603K +11,210 New
SOADOR
75
State of Alaska Department of Revenue
Alaska
$551K +$560K +10,410 New
1 2
3
4 5

UTL Hedge Fund Activity: Q2 2021 in Review

153 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2021, worth a combined $601M — up 25% from $481M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UTL positions and 15 closed out — a net gain of 17 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $66.2M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $41.3M.

  • 153 institutional investors held Unitil (UTL) as of Q2 2021, up from 136 in Q1 2021.
  • Funds reported $601M of Unitil stock for Q2 2021, up 25% quarter-over-quarter.
  • 32 funds opened new Unitil positions in Q2 2021 and 15 closed out, a net change of +17 holders.
  • The largest Unitil buyer in Q2 2021 was BlackRock, an estimated $66.2M added.
  • The largest Unitil seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $41.3M sold.

Based on aggregated 13F filings for Q2 2021.