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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
158
Holders Change
+5
Holders Change %
+3.27%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
67
Reduced
37
Closed
11
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
+$17K

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$5M
2
N
Nuveen
North Carolina
+$3.85M
3
BlackRock
BlackRock
New York
+$3.03M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.37M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$2.19M

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
-$11.1M
2
PPA
Parametric Portfolio Associates
Washington
-$919K
3
Victory Capital Management
Victory Capital Management
Texas
-$894K
4
Invesco
Invesco
Georgia
-$716K
5
NIG
NFJ Investment Group
Texas
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
76
Advisors Asset Management
Colorado
$563K -$44.5K -891 -6%
RJA
77
Raymond James & Associates
Florida
$562K +$4.05K +81 +0.6%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$525K +$4.55K +91 +0.7%
COPPSERS
79
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$514K +$23.5K +471 +4%
UBS Group
80
UBS Group
Switzerland
$513K +$168K +3,358 +39%
TPSF
81
Texas Permanent School Fund
Texas
$502K +$25.6K +513 +5%
CS
82
Credit Suisse
Switzerland
$496K -$74.5K -1,492 -11%
SOADOR
83
State of Alaska Department of Revenue
Alaska
$494K +$57.5K +1,150 +11%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$452K -$102K -2,044 -16%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$445K +$20.3K +407 +4%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$437K -$180K -3,610 -26%
Millennium Management
87
Millennium Management
New York
$428K +$500K +10,000 New
IA
88
IndexIQ Advisors
New York
$421K +$49.2K +985 +11%
AIG
89
American International Group
New York
$420K +$8.69K +174 +2%
AllianceBernstein
90
AllianceBernstein
Tennessee
$406K -$33.6K -672 -7%
HVIA
91
Hudson Valley Investment Advisors
New York
$375K +$438K +8,770 New
SAM
92
Shell Asset Management
Netherlands
$371K -$19K -380 -4%
Citigroup
93
Citigroup
New York
$361K -$13.7K -275 -3%
6M
94
6 Meridian
Kansas
$359K +$420K +8,400 New
Norges Bank
95
Norges Bank
Norway
$359K +$420K +8,400 New
ECM
96
Everence Capital Management
Indiana
$329K +$184K +3,690 +92%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$328K -$2.4K -48 -0.6%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$325K +$40K +800 +12%
AB
99
Amalgamated Bank
New York
$315K -$1.05K -21 -0.3%
TRCT
100
Tower Research Capital (TRC)
New York
$308K +$336K +6,729 +1,460%
2 3
4
5 6

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.