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Unitil
UTL

217 hedge funds and large institutions have $697M invested in Unitil in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 65

1.69% more ownership

Funds ownership: 80.61% → 82.3% (+1.7%)

2% more capital invested

Capital invested by funds: $684M → $697M (+$13.1M)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 220 → 217 (-3)

Holders
217
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
94
Reduced
65
Closed
27
Calls
$349K
Puts
–
Net Calls
+$349K
Net Calls Change
+$349K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.9M
2
WHRC
W.H. Reaves & Co
New Jersey
+$13.4M
3
BlackRock
BlackRock
New York
+$8.76M
4
HHAM
HITE Hedge Asset Management
Massachusetts
+$8.5M
5
FCM
Frontier Capital Management
Massachusetts
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$4.68M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
3
TI
Trexquant Investment
Connecticut
-$1.57M
4
UBS AM
UBS AM
Illinois
-$1.56M
5
UBS Group
UBS Group
Switzerland
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
126
Millennium Management
New York
$290K +$295K +6,050 New
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$282K -$29.2K -598 -9%
SWMP
128
Signature Wealth Management Partners
New Jersey
$281K – – –
SG Americas Securities
129
SG Americas Securities
New York
$279K +$285K +5,834 New
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$272K -$754K -15,446 -73%
Man Group
131
Man Group
United Kingdom
$260K -$1.31M -26,827 -83%
YCM
132
Yousif Capital Management
Michigan
$258K -$31.3K -642 -11%
FCBT
133
First Citizens Bank & Trust
North Carolina
$251K -$15.6K -320 -6%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$249K +$119K +2,444 +89%
1IA
135
1620 Investment Advisors
Massachusetts
$247K -$14.1K -288 -5%
A
136
AlphaQuest
New York
$244K -$79.2K -1,623 -24%
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$242K -$16.4K -336 -6%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$232K – – –
New York State Common Retirement Fund
139
New York State Common Retirement Fund
New York
$231K – – –
ASRS
140
Arizona State Retirement System
Arizona
$230K +$3.42K +70 +1%
AB
141
Amalgamated Bank
New York
$228K +$7.27K +149 +3%
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$216K +$16.2K +332 +8%
State Board of Administration of Florida Retirement System
143
State Board of Administration of Florida Retirement System
Florida
$215K – – –
PFSRSONJ
144
Police & Firemen's Retirement System of New Jersey
New Jersey
$213K +$40.1K +821 +23%
Mackenzie Financial
145
Mackenzie Financial
Ontario, Canada
$212K +$216K +4,427 New
AIM
146
Aigen Investment Management
New York
$204K +$208K +4,267 New
MPM
147
Meritage Portfolio Management
Kansas
$203K -$111K -2,278 -35%
BF
148
BOK Financial
Oklahoma
$200K +$976 +20 +0.5%
VEA
149
Virtus ETF Advisers
New York
$200K – – –
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$190K +$14.6K +300 +8%
4 5
6
7 8

UTL Hedge Fund Activity: Q3 2025 in Review

217 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2025, worth a combined $697M — up 1.9% from $684M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UTL and 25 opened new positions — a net loss of 2 holders — while 65 trimmed existing stakes and 94 added.

The largest buyer was Wellington Management Group, adding an estimated $13.9M. The largest seller was State Street, cutting an estimated $4.68M.

  • 217 institutional investors held Unitil (UTL) as of Q3 2025, down from 220 in Q2 2025.
  • Funds reported $697M of Unitil stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 25 funds opened new Unitil positions in Q3 2025 and 27 closed out, a net change of -2 holders.
  • The largest Unitil buyer in Q3 2025 was Wellington Management Group, an estimated $13.9M added.
  • The largest Unitil seller in Q3 2025 was State Street, an estimated $4.68M sold.

Based on aggregated 13F filings for Q3 2025.