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Unitil
UTL

Overview Fund Activity

217 hedge funds and large institutions have $684M invested in Unitil in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-7
Holders Change %
-3.13%
% of All Funds
2.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
93
Reduced
59
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CSM Advisors
Pennsylvania
$6.64M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.4M
3
FCM
Frontier Capital Management
Massachusetts
$18.8M
4
BlackRock
BlackRock
New York
$151M
5
UBS Group
UBS Group
Switzerland
$5.48M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
WAM
Wakefield Asset Management
Colorado
$0
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$19.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.15M
5
CCIA
Campbell & Co Investment Adviser
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAI
76
Hennessy Advisors Inc
California
$798K -$5.22K -100 -0.6%
Citigroup
77
Citigroup
New York
$786K -$460K -8,826 -37%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$779K -$9.07K -174 -1%
ETC
79
Exchange Traded Concepts
Oklahoma
$771K +$14.8K +284 +2%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$719K +$55.7K +1,067 +8%
Wells Fargo
81
Wells Fargo
California
$717K +$27.5K +528 +4%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$651K +$347K +6,716 +114%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$650K +$1.77K +34 +0.3%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$642K +$10.8K +208 +2%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$641K -$76.2K -1,461 -11%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$623K +$886 +17 +0.1%
EA
87
Ellsworth Advisors
Ohio
$618K +$10.6K +203 +2%
SO
88
STRS Ohio
Ohio
$610K +$41.7K +800 +7%
Teacher Retirement System of Texas
89
Teacher Retirement System of Texas
Texas
$600K -$21.4K -411 -3%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$592K +$12.9K +247 +2%
AQR Capital Management
91
AQR Capital Management
Connecticut
$590K -$39.7K -761 -6%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$574K +$3.34K +64 +0.6%
Boston Partners
93
Boston Partners
Massachusetts
$571K +$50.7K +972 +10%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$541K +$9.39K +180 +2%
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$512K +$512K +9,813 New
Mariner
96
Mariner
Kansas
$507K +$256K +4,910 +102%
Stifel Financial
97
Stifel Financial
Missouri
$505K +$505K +9,690 New
SOADOR
98
State of Alaska Department of Revenue
Alaska
$503K +$34K +653 +7%
MIM
99
MetLife Investment Management
New Jersey
$498K – – –
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$493K -$7.3K -140 -1%
2 3
4
5 6