We are live on ! Find out more

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
HNB
201
Huntington National Bank
Ohio
$271
PFBT
202
Parkside Financial Bank & Trust
Missouri
$271
SS
203
SBI Securities
Japan
$217 +$232 +4 New
LFG
204
Larson Financial Group
Missouri
$108 -$9.86K -170 -99%
IA
205
IFP Advisors
Florida
$54 +$58 +1 New
Assenagon Asset Management
206
Assenagon Asset Management
Luxembourg
-$4.6M -75,992 Closed
DRZID
207
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.14M -35,403 Closed
TI
208
Trexquant Investment
Connecticut
-$997K -16,463 Closed
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
-$946K -15,615 Closed
BGIM
210
Brandywine Global Investment Management
Pennsylvania
-$547K -9,300 Closed
Balyasny Asset Management
211
Balyasny Asset Management
Illinois
-$343K -5,661 Closed
CT
212
ClearAlpha Technologies
Connecticut
-$301K -4,973 Closed
IA
213
Inspire Advisors
Idaho
-$292K -4,815 Closed
ECM
214
Everence Capital Management
Indiana
-$281K -4,640 Closed
CC
215
Centiva Capital
New York
-$271K -4,475 Closed
MHI
216
Miller Howard Investments
New York
-$260K -4,297 Closed
KNW
217
Kesler Norman & Wride
Utah
-$235K -3,887 Closed
DM
218
Deerfield Management
New York
-$225K -3,712 Closed
TA
219
Teton Advisors
New York
-$212K -3,500 Closed
COPPSERS
220
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$209K -3,457 Closed
JF
221
Jump Financial
Illinois
-$203K -3,357 Closed
MRC
222
Millburn Ridgefield Corp
New York
-$137K -2,267 Closed
Allspring Global Investments
223
Allspring Global Investments
North Carolina
-$101K -1,661 Closed
KC
224
Kepos Capital
New York
-$66K -1,085 Closed
BWP
225
Baldwin Wealth Partners
Massachusetts
-$60.6K -1,000 Closed

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.