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206 hedge funds and large institutions have $694M invested in Unitil in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 63

0.22% more ownership

Funds ownership: 78.89%79.12% (+0.22%)

3% less funds holding

Funds holding: 213206 (-7)

10% less capital invested

Capital invested by funds: $773M → $694M (-$78.3M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

36% less call options, than puts

Call options by funds: $108K | Put options by funds: $168K

Holders
206
Holders Change
-7
Holders Change %
-3.29%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
74
Reduced
63
Closed
25
Calls
$108K
Puts
$168K
Net Calls
-$60K
Net Calls Change
-$677K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$851K
HAI
77
Hennessy Advisors Inc
California
$834K +$23.2K +400 +3%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$819K -$9.16K -158 -1%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$759K -$146K -2,521 -15%
Two Sigma Investments
80
Two Sigma Investments
New York
$734K +$141K +2,426 +22%
ETC
81
Exchange Traded Concepts
Oklahoma
$696K +$18.9K +325 +3%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$678K -$10.9K -188 -1%
Wells Fargo
83
Wells Fargo
California
$669K +$131K +2,256 +22%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$657K -$3.36K -58 -0.5%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$644K +$54.8K +945 +9%
EI
86
Ethic Inc
New York
$635K -$5.63K -97 -0.8%
PAM
87
Panagora Asset Management
Massachusetts
$623K +$422K +7,283 +173%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$617K -$22.6K -389 -3%
SO
89
STRS Ohio
Ohio
$602K
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$582K +$6.26K +108 +1%
EA
91
Ellsworth Advisors
Ohio
$573K +$63.1K +1,088 +11%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$553K -$31.3K -539 -5%
Boston Partners
93
Boston Partners
Massachusetts
$537K -$362K -6,247 -39%
MIM
94
MetLife Investment Management
New Jersey
$527K +$39.1K +674 +7%
IMRF
95
Illinois Municipal Retirement Fund
Illinois
$503K +$22.6K +389 +4%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$500K -$29.2K -503 -5%
SOADOR
97
State of Alaska Department of Revenue
Alaska
$497K -$3.19K -55 -0.6%
Mirae Asset Global ETFs Holdings
98
Mirae Asset Global ETFs Holdings
Hong Kong
$492K +$18.4K +317 +4%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$485K +$519K +8,947 New
AQR Capital Management
100
AQR Capital Management
Connecticut
$478K +$91.9K +1,584 +22%

UTL Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2024, worth a combined $694M — down 10% from $773M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UTL and 20 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 74 added.

The largest buyer was BlackRock, adding an estimated $7.25M. The largest seller was ProShare Advisors, cutting an estimated $6.33M.

  • 206 institutional investors held Unitil (UTL) as of Q4 2024, down from 213 in Q3 2024.
  • Funds reported $694M of Unitil stock for Q4 2024, down 10% quarter-over-quarter.
  • 20 funds opened new Unitil positions in Q4 2024 and 25 closed out, a net change of -5 holders.
  • The largest Unitil buyer in Q4 2024 was BlackRock, an estimated $7.25M added.
  • The largest Unitil seller in Q4 2024 was ProShare Advisors, an estimated $6.33M sold.

Based on aggregated 13F filings for Q4 2024.