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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
GWP
176
Gen-Wealth Partners
Michigan
$9.1K
Bessemer Group
177
Bessemer Group
New Jersey
$9K
TCOV
178
Trust Company of Vermont
Vermont
$8.13K
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$8.02K +$696 +12 +9%
HPC
180
HM Payson & Co
Maine
$7.7K
FHA
181
First Horizon Advisors
Tennessee
$7.32K +$406 +7 +5%
SAM
182
Smartleaf Asset Management
Massachusetts
$6.57K +$4K +69 +130%
UB
183
UMB Bank
Missouri
$6.01K +$5.86K +101 +1,010%
HNW
184
High Note Wealth
Minnesota
$4.77K +$5.1K +88 New
FFO
185
Fortitude Family Office
Arizona
$4.66K
CAL
186
Capital Advisors Ltd
Ohio
$4K
RDIA
187
RE Dickinson Investment Advisors
Iowa
$4K +$406 +7 New
PA
188
Parallel Advisors
California
$3.74K +$928 +16 +30%
EWA
189
EverSource Wealth Advisors
Alabama
$3.47K +$3.07K +53 +482%
RAM
190
Riggs Asset Management
Pennsylvania
$2.8K -$870 -15 -22%
S
191
Sachetta
Massachusetts
$2.06K
HWM
192
Hemington Wealth Management
Virginia
$2K
LC
193
Lindbrook Capital
California
$1.84K -$406 -7 -17%
FFA
194
Farther Finance Advisors
California
$1.35K -$290 -5 -17%
RIL
195
Rothschild Investment LLC
Illinois
$1.35K +$870 +15 +150%
SO
196
Sierra Ocean
California
$1.14K +$1.22K +21 New
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$704
BIA
198
Bell Investment Advisors
California
$651
CPG
199
Cornerstone Planning Group
New Jersey
$585
TWD
200
True Wealth Design
Ohio
$380 +$406 +7 New

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.