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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$539K +$78.6K +1,461 +17%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$529K +$538K +10,000 New
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$522K +$238K +4,423 +81%
MAM
79
Martingale Asset Management
Massachusetts
$505K -$10.8K -200 -2%
SAM
80
Shell Asset Management
Netherlands
$480K +$371K +6,887 +317%
IA
81
IndexIQ Advisors
New York
$469K +$2.1K +39 +0.4%
Citigroup
82
Citigroup
New York
$461K +$375K +6,967 +400%
UBS Group
83
UBS Group
Switzerland
$456K -$398K -7,403 -46%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$409K +$13.2K +246 +3%
AB
85
Amalgamated Bank
New York
$392K +$398K +7,394 New
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$386K -$11.9K -221 -3%
OC
87
Oppenheimer & Co
New York
$367K – – –
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$362K – – –
LSERS
89
Louisiana State Employees Retirement System
Louisiana
$360K +$366K +6,800 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$328K +$14.7K +274 +5%
SWMP
91
Signature Wealth Management Partners
New Jersey
$311K – – –
MIM
92
MetLife Investment Management
New Jersey
$308K – – –
GC
93
Guggenheim Capital
Illinois
$304K +$309K +5,742 New
OPERF
94
Oregon Public Employees Retirement Fund
Oregon
$298K +$303K +5,626 New
Allianz Asset Management
95
Allianz Asset Management
Germany
$295K -$658K -12,224 -69%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$288K +$292K +5,430 New
Jane Street
97
Jane Street
New York
$271K -$430 -8 -0.2%
CCIA
98
Campbell & Co Investment Adviser
Maryland
$267K +$271K +5,040 New
P
99
Pitcairn
Pennsylvania
$255K -$753 -14 -0.3%
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$236K – – –
2 3
4
5 6

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.