Unitil
UTL
164 hedge funds and large institutions have $518M invested in Unitil in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
27% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 49
4% more funds holding
Funds holding: 158 → 164 (+6)
3% more capital invested
Capital invested by funds: $503M → $518M (+$15M)
1.57% less ownership
Funds ownership: 74.1% → 72.53% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$6.5M |
| 2 |
BlackRock
New York
|
+$5.95M |
| 3 |
JP Morgan Chase
New York
|
+$3.67M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.14M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$7.43M |
| 2 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$6.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.1M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.07M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$2.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFGIW
176
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$130 | -3 | -50% |
|
177
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$87 | +2 | New |
|
UTL Hedge Fund Activity: Q4 2021 in Review
164 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2021, worth a combined $518M — up 3% from $503M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new UTL positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 49 trimmed.
The largest buyer was Adage Capital Partners, adding an estimated $6.5M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $7.43M sold.
- 164 institutional investors held Unitil (UTL) as of Q4 2021, up from 158 in Q3 2021.
- Funds reported $518M of Unitil stock for Q4 2021, up 3% quarter-over-quarter.
- 22 funds opened new Unitil positions in Q4 2021 and 14 closed out, a net change of +8 holders.
- The largest Unitil buyer in Q4 2021 was Adage Capital Partners, an estimated $6.5M added.
- The largest Unitil seller in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $7.43M sold.
Based on aggregated 13F filings for Q4 2021.