UTL icon

Unitil
UTL

Overview Fund Activity

224 hedge funds and large institutions have $734M invested in Unitil in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+18
Holders Change %
+8.74%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
56
Reduced
90
Closed
11
Calls
$162K
Puts
$17K
Net Calls
+$145K
Net Calls Change
+$205K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.74M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.78M
3
Millennium Management
Millennium Management
New York
+$1.96M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.73M
5
PAM
Panagora Asset Management
Massachusetts
+$1.67M

Top Sellers

1
BlackRock
BlackRock
New York
-$10.8M
2
ACB
Aristotle Capital Boston
Massachusetts
-$4.69M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.82M
4
Franklin Resources
Franklin Resources
California
-$1.66M
5
UBS Group
UBS Group
Switzerland
-$1.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Smartleaf Asset Management
Massachusetts
$4.51K -$2.55K -44 -36%
EWA
202
EverSource Wealth Advisors
Alabama
$3.75K +$58 +1 +2%
BIG
203
Brooklyn Investment Group
New York
$2.83K +$2.83K +49 New
PA
204
Parallel Advisors
California
$2.78K -$1.22K -21 -30%
AAP
205
Arax Advisory Partners
Colorado
$2.42K +$2.42K +42 New
S
206
Sachetta
Massachusetts
$2.19K – – –
HWM
207
Hemington Wealth Management
Virginia
$2K – – –
LC
208
Lindbrook Capital
California
$1.96K – – –
QL
209
Quarry LP
New York
$1.79K +$1.79K +31 New
FFA
210
Farther Finance Advisors
California
$1.46K – – –
SO
211
Sierra Ocean
California
$1.21K – – –
SS
212
SBI Securities
Japan
$1.21K +$980 +17 +425%
RIL
213
Rothschild Investment LLC
Illinois
$1.15K -$289 -5 -20%
C
214
Covestor
United Kingdom
$1K +$882 +15 +750%
FNWA
215
Financial Network Wealth Advisors
Utah
$923 +$923 +16 New
CA
216
CoreCap Advisors
Michigan
$865 +$865 +15 New
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$750 – – –
BIA
218
Bell Investment Advisors
California
$693 – – –
LFG
219
Larson Financial Group
Missouri
$692 +$577 +10 +500%
CPG
220
Cornerstone Planning Group
New Jersey
$646 – – –
SC
221
Stephens Consulting
Michigan
$577 +$577 +10 New
PFBT
222
Parkside Financial Bank & Trust
Missouri
$289 – – –
HNB
223
Huntington National Bank
Ohio
$288 – – –
WG
224
Winton Group
United Kingdom
– -$1.04M -19,148 Closed
ECM
225
ExodusPoint Capital Management
New York
– -$441K -8,147 Closed
6 7 8
9
10