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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
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$201K +$184K +3,417 New
MOACM
127
Mutual of America Capital Management
New York
$158K +$21.1K +391 +17%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$133K +$90K +1,667 +275%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$103K -$49.5K -917 -34%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$86K – – –
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$85K +$3.02K +56 +4%
KBC Group
132
KBC Group
Belgium
$78K +$71.6K +1,326 New
AIP
133
Ameritas Investment Partners
Nebraska
$73K – – –
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$68K – – –
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K -$3.08K -57 -5%
ARMC
136
American Research & Management Company
Massachusetts
$59K – – –
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$55.9K – – –
US Bancorp
138
US Bancorp
Minnesota
$50K -$17.9K -332 -28%
Lazard Asset Management
139
Lazard Asset Management
New York
$48K +$44.9K +832 New
ACM
140
Aquatic Capital Management
Illinois
$41K +$10.8K +200 +40%
VI
141
Vestcor Inc
New Brunswick, Canada
$34K – – –
UFF
142
USA Financial Formulas
Michigan
$29K +$26.3K +487 New
SWM
143
SeaCrest Wealth Management
New York
$27K +$25.2K +467 New
TRCT
144
Tower Research Capital (TRC)
New York
$25K +$11.7K +216 +105%
EI
145
Ellevest Inc
New York
$24K -$6.48K -120 -23%
BONH
146
Bank of New Hampshire
New Hampshire
$23K – – –
COCM
147
Charter Oak Capital Management
New Hampshire
$23K – – –
SOW
148
State of Wyoming
Wyoming
$23K +$21.4K +396 New
TF
149
TimeScale Financial
Massachusetts
$21K +$108 +2 +0.6%
SWA
150
Sutton Wealth Advisors
Florida
$20.2K – – –
4 5
6
7 8

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.