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Unitil
UTL

238 hedge funds and large institutions have $769M invested in Unitil in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 64

10% more funds holding

Funds holding: 217 → 238 (+21)

7% more capital invested

Capital invested by funds: $715M → $769M (+$53.1M)

0.67% less ownership

Funds ownership: 82.44% → 81.77% (-0.67%)

Holders
238
Holders Change
+21
Holders Change %
+9.68%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
88
Reduced
64
Closed
15
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$196K

Top Buyers

Rank Fund Capital Flow
1
HA
Heartland Advisors
Wisconsin
+$7.68M
2
Two Sigma Investments
Two Sigma Investments
New York
+$7.31M
3
Jane Street
Jane Street
New York
+$5.54M
4
HF
HRT Financial
New York
+$5.08M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.77M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$22.1M
2
HHAM
HITE Hedge Asset Management
Massachusetts
-$8.83M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.67M
5
ACG
Aventail Capital Group
New York
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$70.4K – – –
Daiwa Securities Group
177
Daiwa Securities Group
Japan
$69.6K -$3.64K -71 -5%
CI
178
CX Institutional
Indiana
$48K – – –
PWPS
179
Pinnacle Wealth Planning Services
Ohio
$45.1K +$2K +39 +5%
S
180
SignatureFD
Georgia
$42.8K -$11.5K -224 -21%
FFA
181
Farther Finance Advisors
California
$38.8K +$22.3K +435 +145%
BNP Paribas Asset Management
182
BNP Paribas Asset Management
France
$38.3K +$11.2K +219 +43%
HI
183
Harbour Investments
Wisconsin
$38.3K +$27.3K +533 +267%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$36.4K +$7.22K +141 +25%
HFS
185
Hantz Financial Services
Michigan
$32K +$17.2K +336 +120%
Bessemer Group
186
Bessemer Group
New Jersey
$32K +$20.7K +404 +196%
LFG
187
Larson Financial Group
Missouri
$31.1K – – –
EWA
188
EverSource Wealth Advisors
Alabama
$23.1K +$2.71K +53 +14%
AA
189
Addison Advisors
Vermont
$22.5K – – –
SL
190
Salomon & Ludwin
Virginia
$20.2K +$9.07K +177 +89%
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K +$1.23K +24 +7%
QCG
192
Quadrant Capital Group
Ohio
$19.2K -$8.81K -172 -32%
ASN
193
Advisory Services Network
Georgia
$18.3K +$17.9K +350 New
PSB
194
Piscataqua Savings Bank
New Hampshire
$15.7K – – –
WPA
195
Wealth Preservation Advisors
Tennessee
$15.7K – – –
ACM
196
Aquatic Capital Management
Illinois
$15.3K -$163K -3,175 -92%
UB
197
UMB Bank
Missouri
$13.4K -$2.2K -43 -14%
SAM
198
Smartleaf Asset Management
Massachusetts
$13.1K -$205 -4 -2%
CIAM
199
Caitong International Asset Management
Hong Kong
$12K -$20K -390 -63%
ZBNA
200
Zions Bancorporation, National Association
Utah
$11.2K – – –
6 7
8
9 10

UTL Hedge Fund Activity: Q1 2026 in Review

238 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2026, worth a combined $769M — up 7.4% from $715M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UTL positions and 15 closed out — a net gain of 25 holders — while 88 added to existing stakes and 64 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $7.68M. The largest seller was BlackRock, cutting an estimated $22.1M.

  • 238 institutional investors held Unitil (UTL) as of Q1 2026, up from 217 in Q4 2025.
  • Funds reported $769M of Unitil stock for Q1 2026, up 7.4% quarter-over-quarter.
  • 40 funds opened new Unitil positions in Q1 2026 and 15 closed out, a net change of +25 holders.
  • The largest Unitil buyer in Q1 2026 was Heartland Advisors, an estimated $7.68M added.
  • The largest Unitil seller in Q1 2026 was BlackRock, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2026.