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Unitil
UTL

217 hedge funds and large institutions have $697M invested in Unitil in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 65

1.69% more ownership

Funds ownership: 80.61% → 82.3% (+1.7%)

2% more capital invested

Capital invested by funds: $684M → $697M (+$13.1M)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 220 → 217 (-3)

Holders
217
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
94
Reduced
65
Closed
27
Calls
$349K
Puts
–
Net Calls
+$349K
Net Calls Change
+$349K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.9M
2
WHRC
W.H. Reaves & Co
New Jersey
+$13.4M
3
BlackRock
BlackRock
New York
+$8.76M
4
HHAM
HITE Hedge Asset Management
Massachusetts
+$8.5M
5
FCM
Frontier Capital Management
Massachusetts
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$4.68M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
3
TI
Trexquant Investment
Connecticut
-$1.57M
4
UBS AM
UBS AM
Illinois
-$1.56M
5
UBS Group
UBS Group
Switzerland
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
76
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$829K +$366K +7,503 +76%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$824K +$257K +5,267 +44%
Wells Fargo
78
Wells Fargo
California
$754K +$98K +2,007 +15%
AllianceBernstein
79
AllianceBernstein
Tennessee
$737K – – –
RAM
80
Readystate Asset Management
Illinois
$718K +$732K +15,000 New
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$715K +$49 +1 +0%
HAI
82
Hennessy Advisors Inc
California
$699K -$34.2K -700 -5%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$679K +$19.2K +394 +3%
Jane Street
84
Jane Street
New York
$669K -$333K -6,825 -33%
AQR Capital Management
85
AQR Capital Management
Connecticut
$631K +$90.9K +1,863 +16%
QT
86
Quantbot Technologies
New York
$618K +$288K +5,897 +84%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$614K +$10.4K +213 +2%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$606K +$363K +7,446 +143%
QCM
89
Quantinno Capital Management
New York
$606K +$191K +3,916 +45%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$596K +$53.1K +1,087 +10%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$581K -$8.84K -181 -1%
HighTower Advisors
92
HighTower Advisors
Illinois
$569K +$164K +3,356 +39%
Boston Partners
93
Boston Partners
Massachusetts
$569K +$45.5K +933 +9%
SO
94
STRS Ohio
Ohio
$560K – – –
HF
95
HRT Financial
New York
$547K +$358K +7,339 +179%
QC
96
Quadrature Capital
United Kingdom
$546K +$556K +11,397 New
ACM
97
Aquatic Capital Management
Illinois
$517K +$124K +2,532 +31%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$505K -$22.4K -458 -4%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$497K – – –
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$493K -$106K -2,166 -17%
2 3
4
5 6

UTL Hedge Fund Activity: Q3 2025 in Review

217 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2025, worth a combined $697M — up 1.9% from $684M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UTL and 25 opened new positions — a net loss of 2 holders — while 65 trimmed existing stakes and 94 added.

The largest buyer was Wellington Management Group, adding an estimated $13.9M. The largest seller was State Street, cutting an estimated $4.68M.

  • 217 institutional investors held Unitil (UTL) as of Q3 2025, down from 220 in Q2 2025.
  • Funds reported $697M of Unitil stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 25 funds opened new Unitil positions in Q3 2025 and 27 closed out, a net change of -2 holders.
  • The largest Unitil buyer in Q3 2025 was Wellington Management Group, an estimated $13.9M added.
  • The largest Unitil seller in Q3 2025 was State Street, an estimated $4.68M sold.

Based on aggregated 13F filings for Q3 2025.