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200 hedge funds and large institutions have $639M invested in Unitil in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $197K | Put options by funds: $52K

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

7% more funds holding

Funds holding: 187200 (+13)

0.47% more ownership

Funds ownership: 75.83%76.29% (+0.47%)

0% less capital invested

Capital invested by funds: $641M → $639M (-$2.48M)

Holders
200
Holders Change
+13
Holders Change %
+6.95%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
74
Reduced
62
Closed
8
Calls
$197K
Puts
$52K
Net Calls
+$145K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$82.1K
Citadel Advisors
152
Citadel Advisors
Florida
$81.7K +$67K +1,304 +476%
DZ Bank
153
DZ Bank
Germany
$81.5K +$80.8K +1,573 New
BFEC
154
Benjamin F. Edwards & Company
Missouri
$76K
QT
155
Quantbot Technologies
New York
$73.5K +$72.9K +1,419 New
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$69.3K +$360 +7 +0.5%
AAG
157
Armstrong Advisory Group
Massachusetts
$65.4K
BWP
158
Baldwin Wealth Partners
Massachusetts
$51.8K
QCG
159
Quadrant Capital Group
Ohio
$49.1K +$11.9K +232 +32%
Federated Hermes
160
Federated Hermes
Pennsylvania
$31.1K +$1.13K +22 +4%
GI
161
GAMMA Investing
California
$29.1K +$9.1K +177 +46%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$21K +$19.8K +386 +2,271%
S
163
SignatureFD
Georgia
$18.9K
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K +$1.03K +20 +6%
PSB
165
Piscataqua Savings Bank
New Hampshire
$15.5K
SPIA
166
Steward Partners Investment Advisory
New York
$12.9K
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$12.3K
HI
168
Harbour Investments
Wisconsin
$12.2K +$1.85K +36 +18%
CFM
169
Catalyst Funds Management
Australia
$10.4K +$10.3K +200 New
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$9.43K +$4.83K +94 +107%
BTI
171
Blue Trust Inc
Georgia
$8.79K
TCOV
172
Trust Company of Vermont
Vermont
$7.77K
HPC
173
HM Payson & Co
Maine
$7.36K
Bessemer Group
174
Bessemer Group
New Jersey
$7K
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$6.78K +$720 +14 +12%

UTL Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2024, worth a combined $639M — down 0.39% from $641M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UTL positions and 8 closed out — a net gain of 16 holders — while 74 added to existing stakes and 62 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $1.76M. The largest seller was Brandywine Global Investment Management, cutting an estimated $3.05M.

  • 200 institutional investors held Unitil (UTL) as of Q2 2024, up from 187 in Q1 2024.
  • Funds reported $639M of Unitil stock for Q2 2024, down 0.39% quarter-over-quarter.
  • 24 funds opened new Unitil positions in Q2 2024 and 8 closed out, a net change of +16 holders.
  • The largest Unitil buyer in Q2 2024 was M&T Bank, an estimated $1.76M added.
  • The largest Unitil seller in Q2 2024 was Brandywine Global Investment Management, an estimated $3.05M sold.

Based on aggregated 13F filings for Q2 2024.