We are live on ! Find out more

136 hedge funds and large institutions have $481M invested in Unitil in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $467M → $481M (+$13.2M)

0.22% less ownership

Funds ownership: 70.16%69.94% (-0.22%)

2% less funds holding

Funds holding: 139136 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

34% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 59

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
39
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$57K
HI
102
Harbour Investments
Wisconsin
$52K +$49.4K +1,130 New
VI
103
Vestcor Inc
New Brunswick, Canada
$51K
SFS
104
Sowell Financial Services
Arkansas
$49K +$15.4K +352 +68%
ARMC
105
American Research & Management Company
Massachusetts
$46K
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$43K +$5.37K +123 +15%
NFG
107
Next Financial Group
Texas
$35K +$699 +16 +2%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$35K +$33.5K +766 New
HWMA
109
Heritage Wealth Management (Arizona)
Arizona
$29K +$27.5K +629 New
S
110
SignatureFD
Georgia
$27K -$4.72K -108 -16%
EVM
111
Eaton Vance Management
Massachusetts
$25K +$24.4K +558 New
Macquarie Group
112
Macquarie Group
Australia
$24K -$10.8K -247 -32%
FHA
113
First Horizon Advisors
Tennessee
$22K
OIA
114
Optimum Investment Advisors
Illinois
$18K
COCM
115
Charter Oak Capital Management
New Hampshire
$18K +$306 +7 +2%
TF
116
TimeScale Financial
Massachusetts
$16K +$131 +3 +0.9%
PSB
117
Piscataqua Savings Bank
New Hampshire
$14K +$13.1K +300 New
GWMIA
118
Global Wealth Management Investment Advisory
Florida
$13K
SPIA
119
Steward Partners Investment Advisory
New York
$11.7K
Fuller & Thaler Asset Management
120
Fuller & Thaler Asset Management
California
$10K -$612 -14 -6%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$8K +$7.73K +177 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$7K -$8.04K -184 -53%
EW
123
Evoke Wealth
California
$7K
TCOV
124
Trust Company of Vermont
Vermont
$7K
HPC
125
HM Payson & Co
Maine
$6K

UTL Hedge Fund Activity: Q1 2021 in Review

136 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2021, worth a combined $481M — up 2.8% from $467M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UTL and 13 opened new positions — a net loss of 2 holders — while 59 trimmed existing stakes and 39 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $10M. The largest seller was Frontier Capital Management, cutting an estimated $7.81M.

  • 136 institutional investors held Unitil (UTL) as of Q1 2021, down from 139 in Q4 2020.
  • Funds reported $481M of Unitil stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 13 funds opened new Unitil positions in Q1 2021 and 15 closed out, a net change of -2 holders.
  • The largest Unitil buyer in Q1 2021 was Adage Capital Partners, an estimated $10M added.
  • The largest Unitil seller in Q1 2021 was Frontier Capital Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2021.