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224 hedge funds and large institutions have $734M invested in Unitil in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 91 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

853% more call options, than puts

Call options by funds: $162K | Put options by funds: $17K

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 206224 (+18)

6% more capital invested

Capital invested by funds: $694M → $734M (+$39.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 79.12%78.26% (-0.86%)

38% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 91

Holders
224
Holders Change
+18
Holders Change %
+8.74%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
56
Reduced
91
Closed
11
Calls
$162K
Puts
$17K
Net Calls
+$145K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
76
Victory Capital Management
Texas
$906K -$67.4K -1,225 -7%
AllianceBernstein
77
AllianceBernstein
Tennessee
$906K
Prudential Financial
78
Prudential Financial
New Jersey
$904K -$40K -727 -4%
HAI
79
Hennessy Advisors Inc
California
$888K
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$872K
ETC
81
Exchange Traded Concepts
Oklahoma
$837K +$91.3K +1,660 +13%
CCIA
82
Campbell & Co Investment Adviser
Maryland
$822K -$119K -2,162 -13%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$793K -$14.1K -256 -2%
Wells Fargo
84
Wells Fargo
California
$763K +$48.7K +885 +7%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$734K +$45.8K +832 +7%
EI
86
Ethic Inc
New York
$729K +$40.7K +740 +6%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$717K +$57.5K +1,045 +9%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$699K -$660 -12 -0.1%
AQR Capital Management
89
AQR Capital Management
Connecticut
$697K +$180K +3,263 +37%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$688K -$31.9K -580 -5%
Teacher Retirement System of Texas
91
Teacher Retirement System of Texas
Texas
$687K +$656K +11,916 New
EA
92
Ellsworth Advisors
Ohio
$671K +$58.2K +1,057 +10%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$641K +$20.2K +368 +3%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$632K -$316K -5,750 -34%
SO
95
STRS Ohio
Ohio
$629K -$11K -200 -2%
HighTower Advisors
96
HighTower Advisors
Illinois
$620K -$455K -8,269 -43%
Citadel Advisors
97
Citadel Advisors
Florida
$597K -$529K -9,614 -48%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$589K
Boston Partners
99
Boston Partners
Massachusetts
$576K +$4.13K +75 +0.8%
SFI
100
Susquehanna Fundamental Investments
Pennsylvania
$553K +$280K +5,091 +113%

UTL Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2025, worth a combined $734M — up 5.7% from $694M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UTL positions and 11 closed out — a net gain of 20 holders — while 56 added to existing stakes and 91 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.52M. The largest seller was BlackRock, cutting an estimated $10.3M.

  • 224 institutional investors held Unitil (UTL) as of Q1 2025, up from 206 in Q4 2024.
  • Funds reported $734M of Unitil stock for Q1 2025, up 5.7% quarter-over-quarter.
  • 31 funds opened new Unitil positions in Q1 2025 and 11 closed out, a net change of +20 holders.
  • The largest Unitil buyer in Q1 2025 was Vanguard Group, an estimated $4.52M added.
  • The largest Unitil seller in Q1 2025 was BlackRock, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2025.