We are live on ! Find out more
UTL icon

Unitil
UTL

153 hedge funds and large institutions have $601M invested in Unitil in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $481M → $601M (+$120M)

13% more funds holding

Funds holding: 136 → 153 (+17)

5.53% more ownership

Funds ownership: 69.94% → 75.47% (+5.5%)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
153
Holders Change
+17
Holders Change %
+12.5%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
44
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$66.2M
2
Invesco
Invesco
Georgia
+$12.6M
3
State Street
State Street
Massachusetts
+$11.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.17M
5
Principal Financial Group
Principal Financial Group
Iowa
+$6.04M

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
-$41.3M
2
FCM
Frontier Capital Management
Massachusetts
-$13.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$10.5M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.95M
5
ACB
Aristotle Capital Boston
Massachusetts
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$24K -$73.2K -1,361 -75%
EBA
127
Eagle Bay Advisors
New York
$22K +$21.5K +400 New
COCM
128
Charter Oak Capital Management
New Hampshire
$21K – – –
TF
129
TimeScale Financial
Massachusetts
$19K +$54 +1 +0.3%
PSB
130
Piscataqua Savings Bank
New Hampshire
$16K – – –
GWMIA
131
Global Wealth Management Investment Advisory
Florida
$15K – – –
SPIA
132
Steward Partners Investment Advisory
New York
$14K – – –
LWM
133
Liberty Wealth Management
California
$9K +$54 +1 +0.6%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$8K -$1.08K -20 -12%
EW
135
Evoke Wealth
California
$8K – – –
HPC
136
HM Payson & Co
Maine
$8K – – –
TCOV
137
Trust Company of Vermont
Vermont
$8K – – –
Fuller & Thaler Asset Management
138
Fuller & Thaler Asset Management
California
$5K -$6.19K -115 -53%
HR
139
Howe & Rusling
New York
$4K – – –
IA
140
IFP Advisors
Florida
$3K – – –
LC
141
Lindbrook Capital
California
$3K – – –
QCG
142
Quadrant Capital Group
Ohio
$3K – – –
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.12K +58 New
PCG
144
Private Capital Group
Connecticut
$2K – – –
PA
145
Parallel Advisors
California
$2K +$1.13K +21 +105%
Federated Hermes
146
Federated Hermes
Pennsylvania
$1K -$103K -1,921 -100%
BCA
147
Berman Capital Advisors
Georgia
$1K – – –
VCM
148
Versant Capital Management
Arizona
$1K +$323 +6 +35%
AIG
149
American International Group
New York
$511 +$55.8K +1,037 +12%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$217 -$377K -7,000 -63%
3 4 5
6
7

UTL Hedge Fund Activity: Q2 2021 in Review

153 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2021, worth a combined $601M — up 25% from $481M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UTL positions and 15 closed out — a net gain of 17 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $66.2M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $41.3M.

  • 153 institutional investors held Unitil (UTL) as of Q2 2021, up from 136 in Q1 2021.
  • Funds reported $601M of Unitil stock for Q2 2021, up 25% quarter-over-quarter.
  • 32 funds opened new Unitil positions in Q2 2021 and 15 closed out, a net change of +17 holders.
  • The largest Unitil buyer in Q2 2021 was BlackRock, an estimated $66.2M added.
  • The largest Unitil seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $41.3M sold.

Based on aggregated 13F filings for Q2 2021.