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Unitil
UTL

175 hedge funds and large institutions have $721M invested in Unitil in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $589M → $721M (+$132M)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 54

3.01% more ownership

Funds ownership: 73.65% → 76.67% (+3%)

1% less funds holding

Funds holding: 176 → 175 (-1)

Holders
175
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
60
Reduced
54
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12.6M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$9.55M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$8.61M
4
Millennium Management
Millennium Management
New York
+$5.92M
5
Morgan Stanley
Morgan Stanley
New York
+$5.15M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$12.2M
2
NIG
NFJ Investment Group
Texas
-$4.15M
3
Invesco
Invesco
Georgia
-$2.16M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
5
Wells Fargo
Wells Fargo
California
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
101
Man Group
United Kingdom
$405K – – –
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$401K – – –
Cerity Partners
103
Cerity Partners
New York
$398K +$366K +6,778 New
MSRPS
104
Maryland State Retirement & Pension System
Maryland
$384K +$7.02K +130 +2%
Wells Fargo
105
Wells Fargo
California
$357K -$1.4M -25,863 -81%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$356K -$399K -7,397 -55%
SWMP
107
Signature Wealth Management Partners
New Jersey
$345K – – –
EGM
108
Engineers Gate Manager
New York
$314K -$620K -11,484 -68%
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$311K -$37.8K -700 -12%
MA
110
MKT Advisors
California
$300K – – –
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$296K -$75.6K -1,400 -22%
Barclays
112
Barclays
United Kingdom
$293K -$418K -7,735 -61%
AAS
113
Annex Advisory Services
Wisconsin
$290K +$267K +4,946 New
HighTower Advisors
114
HighTower Advisors
Illinois
$261K -$19.7K -365 -8%
FCBT
115
First Citizens Bank & Trust
North Carolina
$256K -$67.1K -1,243 -22%
ASRS
116
Arizona State Retirement System
Arizona
$254K +$648 +12 +0.3%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$248K -$22.8K -423 -9%
KWMG
118
King Wealth Management Group
Florida
$246K – – –
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$244K +$83.7K +1,550 +60%
American Century Companies
120
American Century Companies
Missouri
$239K +$219K +4,065 New
FLPIM
121
F.L. Putnam Investment Management
Massachusetts
$227K +$209K +3,869 New
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$226K +$208K +3,853 New
SPC
123
Sigma Planning Corp
Michigan
$222K +$204K +3,778 New
FHA
124
Flagship Harbor Advisors
Massachusetts
$209K +$192K +3,551 New
TA
125
Teton Advisors
New York
$206K +$189K +3,500 New
3 4
5
6 7

UTL Hedge Fund Activity: Q2 2022 in Review

175 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2022, worth a combined $721M — up 22% from $589M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UTL positions and 21 closed out — a net gain of 4 holders — while 60 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock, adding an estimated $12.6M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $12.2M sold.

  • 175 institutional investors held Unitil (UTL) as of Q2 2022, down from 176 in Q1 2022.
  • Funds reported $721M of Unitil stock for Q2 2022, up 22% quarter-over-quarter.
  • 25 funds opened new Unitil positions in Q2 2022 and 21 closed out, a net change of +4 holders.
  • The largest Unitil buyer in Q2 2022 was BlackRock, an estimated $12.6M added.
  • The largest Unitil seller in Q2 2022 was Adage Capital Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2022.