Unitil
UTL
158 hedge funds and large institutions have $503M invested in Unitil in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 37 reducing their positions, and 11 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 37
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
3% more funds holding
Funds holding: 153 → 158 (+5)
1.37% less ownership
Funds ownership: 75.47% → 74.1% (-1.4%)
16% less capital invested
Capital invested by funds: $601M → $503M (-$97.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$5M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.85M |
| 3 |
BlackRock
New York
|
+$3.03M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.37M |
| 5 |
Two Sigma Advisers
New York
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$11.1M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$919K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$894K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$716K |
| 5 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$516K |
UTL Hedge Fund Activity: Q3 2021 in Review
158 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2021, worth a combined $503M — down 16% from $601M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new UTL positions and 11 closed out — a net gain of 6 holders — while 67 added to existing stakes and 37 trimmed.
The largest buyer was Adage Capital Partners, opening a new position worth an estimated $5M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $11.1M.
- 158 institutional investors held Unitil (UTL) as of Q3 2021, up from 153 in Q2 2021.
- Funds reported $503M of Unitil stock for Q3 2021, down 16% quarter-over-quarter.
- 17 funds opened new Unitil positions in Q3 2021 and 11 closed out, a net change of +6 holders.
- The largest Unitil buyer in Q3 2021 was Adage Capital Partners, an estimated $5M added.
- The largest Unitil seller in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2021.