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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
Adage Capital Partners
176
Adage Capital Partners
Massachusetts
– -$12.2M -244,952 Closed
NIG
177
NFJ Investment Group
Texas
– -$4.15M -83,207 Closed
Citadel Advisors
178
Citadel Advisors
Florida
– -$1.72M -34,450 Closed
TCM
179
Tributary Capital Management
Nebraska
– -$1.39M -27,779 Closed
Two Sigma Investments
180
Two Sigma Investments
New York
– -$1.13M -22,565 Closed
DIM
181
DC Investments Management
Virginia
– -$1.04M -20,829 Closed
CIC
182
Cornercap Investment Counsel
Georgia
– -$999K -20,024 Closed
ZCM
183
Ziegler Capital Management
Illinois
– -$647K -12,978 Closed
CSS
184
Cubist Systematic Strategies
Connecticut
– -$360K -7,216 Closed
TI
185
Trexquant Investment
Connecticut
– -$288K -5,764 Closed
HF
186
HRT Financial
New York
– -$280K -5,618 Closed
GCP
187
GSA Capital Partners
United Kingdom
– -$209K -4,182 Closed
QT
188
Quantbot Technologies
New York
– -$114K -2,302 Closed
HWMA
189
Heritage Wealth Management (Arizona)
Arizona
– -$36K -718 Closed
BHWM
190
Beaird Harris Wealth Management
Texas
– -$10K -200 Closed
AF
191
Allworth Financial
California
– -$10K -195 Closed
TFO
192
Tarbox Family Office
California
– -$4K -79 Closed
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
– -$2K -41 Closed
PA
194
Parallel Advisors
California
– -$1K -22 Closed
Toronto Dominion Bank
195
Toronto Dominion Bank
Ontario, Canada
– -$1K -20 Closed
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.