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Unitil
UTL

164 hedge funds and large institutions have $518M invested in Unitil in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

27% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 49

4% more funds holding

Funds holding: 158 → 164 (+6)

3% more capital invested

Capital invested by funds: $503M → $518M (+$15M)

1.57% less ownership

Funds ownership: 74.1% → 72.53% (-1.6%)

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
62
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$6.5M
2
BlackRock
BlackRock
New York
+$5.95M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.67M
4
Ameriprise
Ameriprise
Minnesota
+$2.14M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$7.43M
2
ACB
Aristotle Capital Boston
Massachusetts
-$6.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.1M
4
N
Nuveen
North Carolina
-$3.07M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$314K – – –
MSRPS
102
Maryland State Retirement & Pension System
Maryland
$289K +$12.3K +284 +5%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$287K +$21.7K +500 +9%
OPERF
104
Oregon Public Employees Retirement Fund
Oregon
$285K +$4.38K +101 +2%
Canada Pension Plan Investment Board
105
Canada Pension Plan Investment Board
Ontario, Canada
$276K +$260K +6,000 New
Allianz Asset Management
106
Allianz Asset Management
Germany
$271K -$1.3K -30 -0.5%
SWMP
107
Signature Wealth Management Partners
New Jersey
$270K – – –
MIM
108
MetLife Investment Management
New Jersey
$268K – – –
MA
109
MKT Advisors
California
$235K +$224K +5,159 New
P
110
Pitcairn
Pennsylvania
$227K -$954 -22 -0.4%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$226K – – –
LPL Financial
112
LPL Financial
California
$222K +$209K +4,831 New
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$205K – – –
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$198K – – –
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$122K – – –
US Bancorp
116
US Bancorp
Minnesota
$105K -$38.1K -879 -28%
MOACM
117
Mutual of America Capital Management
New York
$100K +$3.03K +70 +3%
EI
118
Ellevest Inc
New York
$73K +$67.9K +1,567 +9,794%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$67K – – –
AIP
120
Ameritas Investment Partners
Nebraska
$57K – – –
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$54K – – –
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$54K +$2.77K +64 +6%
ARMC
123
American Research & Management Company
Massachusetts
$46K – – –
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$36K -$6.93K -160 -17%
NFG
125
Next Financial Group
Texas
$35K – – –
3 4
5
6 7

UTL Hedge Fund Activity: Q4 2021 in Review

164 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2021, worth a combined $518M — up 3% from $503M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UTL positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 49 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $6.5M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $7.43M sold.

  • 164 institutional investors held Unitil (UTL) as of Q4 2021, up from 158 in Q3 2021.
  • Funds reported $518M of Unitil stock for Q4 2021, up 3% quarter-over-quarter.
  • 22 funds opened new Unitil positions in Q4 2021 and 14 closed out, a net change of +8 holders.
  • The largest Unitil buyer in Q4 2021 was Adage Capital Partners, an estimated $6.5M added.
  • The largest Unitil seller in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $7.43M sold.

Based on aggregated 13F filings for Q4 2021.