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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
LWM
126
Liberty Wealth Management
California
$6K
HR
127
Howe & Rusling
New York
$4K -$830 -19 -20%
IA
128
IFP Advisors
Florida
$3K -$2.93K -67 -52%
QCG
129
Quadrant Capital Group
Ohio
$3K -$655 -15 -21%
PCG
130
Private Capital Group
Connecticut
$2K -$9K -206 -82%
LC
131
Lindbrook Capital
California
$2K
VCM
132
Versant Capital Management
Arizona
$1K -$786 -18 -51%
BCA
133
Berman Capital Advisors
Georgia
$1K
PA
134
Parallel Advisors
California
$1K
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$507 -$39.3K -900 -8%
AIG
136
American International Group
New York
$393 +$961 +22 +0.3%
Man Group
137
Man Group
United Kingdom
-$2.21M -49,861 Closed
Baird Financial Group
138
Baird Financial Group
Wisconsin
-$916K -20,701 Closed
KOCAA
139
Knights of Columbus Asset Advisors
Connecticut
-$844K -19,063 Closed
RBA
140
Richard Bernstein Advisors
New York
-$547K -12,353 Closed
TI
141
Trexquant Investment
Connecticut
-$431K -9,741 Closed
DWA
142
Douglass Winthrop Advisors
New York
-$221K -5,000 Closed
VF
143
Virtu Financial
New York
-$210K -4,754 Closed
KWMG
144
King Wealth Management Group
Florida
-$210K -4,753 Closed
ASN
145
Advisory Services Network
Georgia
-$131K -2,964 Closed
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
-$52K -1,164 Closed
Jones Financial Companies
147
Jones Financial Companies
Missouri
-$34K -775 Closed
PWPS
148
Pinnacle Wealth Planning Services
Ohio
-$5K -121 Closed
ICP
149
Interchange Capital Partners
Pennsylvania
-$1K -44 Closed
FF
150
FourThought Financial
Florida
-$1K -9 Closed

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.