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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
S
151
SignatureFD
Georgia
$19K -$1.03K -19 -5%
PSB
152
Piscataqua Savings Bank
New Hampshire
$18K – – –
GWMIA
153
Global Wealth Management Investment Advisory
Florida
$16K – – –
SPIA
154
Steward Partners Investment Advisory
New York
$15K – – –
LC
155
Lindbrook Capital
California
$14K – – –
UB
156
UMB Bank
Missouri
$12K -$3.13K -58 -22%
HI
157
Harbour Investments
Wisconsin
$12K +$10.8K +200 New
CT
158
Cambridge Trust
Massachusetts
$10K – – –
EW
159
Evoke Wealth
California
$9K – – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$9K – – –
QCG
161
Quadrant Capital Group
Ohio
$9K +$3.08K +57 +60%
TCOV
162
Trust Company of Vermont
Vermont
$9K +$8.1K +150 New
HPC
163
HM Payson & Co
Maine
$8K – – –
TWA
164
TCI Wealth Advisors
Arizona
$5K -$378 -7 -7%
Bessemer Group
165
Bessemer Group
New Jersey
$5K – – –
MAM
166
Meeder Asset Management
Ohio
$4K -$648 -12 -14%
HR
167
Howe & Rusling
New York
$4K -$486 -9 -12%
C
168
Covestor
United Kingdom
$4K +$3.4K +63 +573%
BTI
169
Blue Trust Inc
Georgia
$4K +$4.59K +85 New
BCWM
170
Bartlett & Co Wealth Management
Ohio
$2.41K +$2.21K +41 New
IA
171
IFP Advisors
Florida
$2K – – –
BC
172
Bartlett & Co
Ohio
$2K +$2.21K +41 New
PCG
173
Private Capital Group
Connecticut
$1K -$540 -10 -50%
VCM
174
Versant Capital Management
Arizona
$1K +$486 +9 +56%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$580 -$74.4K -1,379 -12%
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.