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200 hedge funds and large institutions have $639M invested in Unitil in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $197K | Put options by funds: $52K

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

7% more funds holding

Funds holding: 187200 (+13)

0.47% more ownership

Funds ownership: 75.83%76.29% (+0.47%)

0% less capital invested

Capital invested by funds: $641M → $639M (-$2.48M)

Holders
200
Holders Change
+13
Holders Change %
+6.95%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
74
Reduced
62
Closed
8
Calls
$197K
Puts
$52K
Net Calls
+$145K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$702K +$412K +8,015 +145%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$695K -$27.9K -543 -4%
ETC
78
Exchange Traded Concepts
Oklahoma
$656K +$31K +603 +5%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$647K +$590K +11,483 +1,145%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$631K +$2.98K +58 +0.5%
SO
81
STRS Ohio
Ohio
$616K +$128K +2,500 +27%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$609K -$16.8K -326 -3%
Citigroup
83
Citigroup
New York
$607K +$50.2K +977 +9%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$557K +$23.6K +460 +4%
Jane Street
85
Jane Street
New York
$549K +$545K +10,605 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$545K -$31.8K -619 -6%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$521K -$23.2K -452 -4%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$517K -$68.8K -1,339 -12%
EI
89
Ethic Inc
New York
$514K -$97K -1,887 -16%
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$504K +$500K +9,736 New
Wells Fargo
91
Wells Fargo
California
$502K -$708K -13,779 -59%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$501K -$12.2K -238 -2%
IMRF
93
Illinois Municipal Retirement Fund
Illinois
$494K +$18.4K +358 +4%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$491K -$16.1K -314 -3%
CF
95
Corebridge Financial
Texas
$480K +$476K +9,269 New
MIM
96
MetLife Investment Management
New Jersey
$468K +$56.7K +1,104 +14%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$448K -$4.52K -88 -1%
RP
98
Riverwater Partners
Wisconsin
$434K -$39.8K -775 -8%
Millennium Management
99
Millennium Management
New York
$431K -$542K -10,549 -56%
Cerity Partners
100
Cerity Partners
New York
$426K -$19K -370 -4%

UTL Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2024, worth a combined $639M — down 0.39% from $641M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UTL positions and 8 closed out — a net gain of 16 holders — while 74 added to existing stakes and 62 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $1.76M. The largest seller was Brandywine Global Investment Management, cutting an estimated $3.05M.

  • 200 institutional investors held Unitil (UTL) as of Q2 2024, up from 187 in Q1 2024.
  • Funds reported $639M of Unitil stock for Q2 2024, down 0.39% quarter-over-quarter.
  • 24 funds opened new Unitil positions in Q2 2024 and 8 closed out, a net change of +16 holders.
  • The largest Unitil buyer in Q2 2024 was M&T Bank, an estimated $1.76M added.
  • The largest Unitil seller in Q2 2024 was Brandywine Global Investment Management, an estimated $3.05M sold.

Based on aggregated 13F filings for Q2 2024.