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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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$149K
WWP
152
WR Wealth Planners
Missouri
$119K
US Bancorp
153
US Bancorp
Minnesota
$110K +$116K +2,000 +8,333%
AIP
154
Ameritas Investment Partners
Nebraska
$85.9K
DZ Bank
155
DZ Bank
Germany
$85.2K
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$72.6K
AAG
157
Armstrong Advisory Group
Massachusetts
$68.4K
TRCT
158
Tower Research Capital (TRC)
New York
$45.8K -$380K -6,549 -89%
QCG
159
Quadrant Capital Group
Ohio
$43.5K -$1.62K -28 -3%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$40K +$10.8K +186 +34%
GI
161
GAMMA Investing
California
$37.6K +$580 +10 +1%
SCM
162
Sterling Capital Management
North Carolina
$27.7K +$26.4K +455 +798%
S
163
SignatureFD
Georgia
$19.8K
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.2K -$174 -3 -0.9%
PSB
165
Piscataqua Savings Bank
New Hampshire
$16.3K
VCM
166
Versant Capital Management
Arizona
$15.3K +$14.2K +245 +645%
Jones Financial Companies
167
Jones Financial Companies
Missouri
$14.9K +$116 +2 +0.7%
WSFS
168
Wilmington Savings Fund Society
Delaware
$14.1K
SPIA
169
Steward Partners Investment Advisory
New York
$13.5K
HI
170
Harbour Investments
Wisconsin
$12.8K
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$12.6K
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$12.2K +$2.49K +43 +24%
EB
173
Eastern Bank
Massachusetts
$9.54K
VWM
174
Venturi Wealth Management
Texas
$9.43K +$10.1K +174 New
BTI
175
Blue Trust Inc
Georgia
$9.1K -$7.42K -128 -43%

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.