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206 hedge funds and large institutions have $694M invested in Unitil in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 63

0.22% more ownership

Funds ownership: 78.89%79.12% (+0.22%)

3% less funds holding

Funds holding: 213206 (-7)

10% less capital invested

Capital invested by funds: $773M → $694M (-$78.3M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

36% less call options, than puts

Call options by funds: $108K | Put options by funds: $168K

Holders
206
Holders Change
-7
Holders Change %
-3.29%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
74
Reduced
63
Closed
25
Calls
$108K
Puts
$168K
Net Calls
-$60K
Net Calls Change
-$677K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Corebridge Financial
Texas
$461K -$38.5K -664 -7%
DTL
102
Dynamic Technology Lab
Singapore
$451K +$483K +8,325 New
ECM
103
ExodusPoint Capital Management
New York
$441K +$473K +8,147 New
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$434K +$218K +3,764 +89%
PP
105
PDT Partners
New York
$433K
HSBC Holdings
106
HSBC Holdings
United Kingdom
$431K -$12K -207 -3%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$431K -$19K -328 -4%
Cerity Partners
108
Cerity Partners
New York
$427K -$80.9K -1,394 -15%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$423K
Amundi
110
Amundi
France
$414K +$296K +5,095 +183%
LPL Financial
111
LPL Financial
California
$409K +$174 +3 +0%
II
112
Inspire Investing
Idaho
$405K -$261K -4,508 -38%
KK
113
KLP Kapitalforvaltning
Norway
$385K +$412K +7,100 New
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$371K
Creative Planning
115
Creative Planning
Kansas
$362K -$28K -482 -7%
AIC
116
Aurora Investment Counsel
Georgia
$359K -$32.1K -554 -8%
MPM
117
Meritage Portfolio Management
Kansas
$353K +$41.5K +715 +12%
HF
118
HRT Financial
New York
$353K -$537K -9,260 -59%
FCI
119
Financial Counselors Inc
Kansas
$346K
NHT
120
New Hampshire Trust
New Hampshire
$346K
YCM
121
Yousif Capital Management
Michigan
$336K -$7.25K -125 -2%
SG Americas Securities
122
SG Americas Securities
New York
$324K -$77.5K -1,336 -18%
SWMP
123
Signature Wealth Management Partners
New Jersey
$318K
RP
124
Riverwater Partners
Wisconsin
$315K -$1.49M -25,762 -82%
1IA
125
1620 Investment Advisors
Massachusetts
$309K -$26.2K -452 -7%

UTL Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2024, worth a combined $694M — down 10% from $773M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UTL and 20 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 74 added.

The largest buyer was BlackRock, adding an estimated $7.25M. The largest seller was ProShare Advisors, cutting an estimated $6.33M.

  • 206 institutional investors held Unitil (UTL) as of Q4 2024, down from 213 in Q3 2024.
  • Funds reported $694M of Unitil stock for Q4 2024, down 10% quarter-over-quarter.
  • 20 funds opened new Unitil positions in Q4 2024 and 25 closed out, a net change of -5 holders.
  • The largest Unitil buyer in Q4 2024 was BlackRock, an estimated $7.25M added.
  • The largest Unitil seller in Q4 2024 was ProShare Advisors, an estimated $6.33M sold.

Based on aggregated 13F filings for Q4 2024.