We are live on ! Find out more

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
FHA
176
First Horizon Advisors
Tennessee
$6.63K
BHWM
177
Beaird Harris Wealth Management
Texas
$5.18K
EC
178
EntryPoint Capital
New York
$5.13K +$5.09K +99 New
FFO
179
Fortitude Family Office
Arizona
$4.45K
CAL
180
Capital Advisors Ltd
Ohio
$4K +$2.21K +43 +108%
SAM
181
Smartleaf Asset Management
Massachusetts
$3.91K +$3.91K +76 New
RAM
182
Riggs Asset Management
Pennsylvania
$3.47K -$360 -7 -9%
PA
183
Parallel Advisors
California
$2.73K +$1.85K +36 +212%
S
184
Sachetta
Massachusetts
$2.33K
LC
185
Lindbrook Capital
California
$1.76K +$154 +3 +10%
FFA
186
Farther Finance Advisors
California
$1.56K +$411 +8 +36%
US Bancorp
187
US Bancorp
Minnesota
$1.24K
EWA
188
EverSource Wealth Advisors
Alabama
$674 +$565 +11 New
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$673
CPG
190
Cornerstone Planning Group
New Jersey
$654
BIA
191
Bell Investment Advisors
California
$622
CAM
192
ClariVest Asset Management
California
$621 -$1.03K -20 -63%
UB
193
UMB Bank
Missouri
$518
VCM
194
Versant Capital Management
Arizona
$311
PFBT
195
Parkside Financial Bank & Trust
Missouri
$259
HNB
196
Huntington National Bank
Ohio
$259 +$257 +5 New
ECM
197
Everence Capital Management
Indiana
$236
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$207 +$206 +4 New
LFG
199
Larson Financial Group
Missouri
$104 +$103 +2 New
TPSF
200
Texas Permanent School Fund
Texas
-$738K -14,089 Closed

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.