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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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$309K +$41.1K +709 +14%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$292K
Pictet Asset Management
128
Pictet Asset Management
Switzerland
$291K +$75.6K +1,304 +32%
New York State Teachers Retirement System (NYSTRS)
129
New York State Teachers Retirement System (NYSTRS)
New York
$284K -$5.8K -100 -2%
Mariner
130
Mariner
Kansas
$280K +$50.8K +875 +20%
EI
131
Ellevest Inc
New York
$272K -$6.9K -119 -2%
New York State Common Retirement Fund
132
New York State Common Retirement Fund
New York
$262K
PAG
133
Private Advisor Group
New Jersey
$260K -$5.16K -89 -2%
AB
134
Amalgamated Bank
New York
$256K -$2.49K -43 -0.9%
ASRS
135
Arizona State Retirement System
Arizona
$254K +$2.26K +39 +0.8%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$250K -$116K -2,000 -30%
DIM
137
DC Investments Management
Virginia
$247K +$264K +4,551 New
SFI
138
Susquehanna Fundamental Investments
Pennsylvania
$244K +$261K +4,501 New
State Board of Administration of Florida Retirement System
139
State Board of Administration of Florida Retirement System
Florida
$243K
MA
140
MKT Advisors
California
$228K
VIA
141
Virtus Investment Advisers
Connecticut
$226K
Lido Advisors
142
Lido Advisors
California
$221K +$237K +4,087 New
OC
143
Oppenheimer & Co
New York
$213K
AG
144
Algert Global
California
$209K -$284K -4,903 -56%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$205K
BF
146
BOK Financial
Oklahoma
$188K -$43.2K -744 -17%
SAM
147
Shell Asset Management
Netherlands
$174K -$696 -12 -0.4%
PFSRSONJ
148
Police & Firemen's Retirement System of New Jersey
New Jersey
$174K +$186K +3,210 New
ACM
149
Aquatic Capital Management
Illinois
$166K +$177K +3,058 New
Fidelity Investments
150
Fidelity Investments
Massachusetts
$150K +$8.41K +145 +6%

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.