We are live on ! Find out more
UTL icon

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
SPIA
201
Steward Partners Investment Advisory
New York
$10.9K – – –
US Bancorp
202
US Bancorp
Minnesota
$9.66K +$3.02K +59 +47%
EB
203
Eastern Bank
Massachusetts
$9.19K – – –
C
204
Covestor
United Kingdom
$9K +$8.4K +164 +8,200%
BTI
205
Blue Trust Inc
Georgia
$8.78K – – –
GWP
206
Gen-Wealth Partners
Michigan
$8.78K – – –
AF
207
Advisornet Financial
Minnesota
$7.84K – – –
HPC
208
HM Payson & Co
Maine
$7.42K – – –
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$6.43K -$3.02K -59 -32%
VCM
210
Versant Capital Management
Arizona
$5.9K – – –
BCPWM
211
Bradley & Co Private Wealth Management
Florida
$5.54K – – –
TPWA
212
Twin Peaks Wealth Advisors
California
$4.75K +$4.66K +91 New
AF
213
Allworth Financial
California
$4.65K -$615 -12 -12%
TPCW
214
TD Private Client Wealth
New York
$4.44K +$4.35K +85 New
CPG
215
Cornerstone Planning Group
New Jersey
$3.63K +$717 +14 +24%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$3.55K – – –
BFS
217
Bare Financial Services
Pennsylvania
$3.19K +$1.54K +30 +97%
RIL
218
Rothschild Investment LLC
Illinois
$2.82K +$359 +7 +15%
EP
219
Essential Partners
California
$2.77K +$410 +8 +18%
CAL
220
Capital Advisors Ltd
Ohio
$2K – – –
S
221
Sachetta
Massachusetts
$1.99K – – –
CFM
222
Cornerstone Financial Management
Massachusetts
$1.88K – – –
RFP
223
Root Financial Partners
California
$1.78K +$1.74K +34 New
JWM
224
JPL Wealth Management
Colorado
$1.72K +$1.69K +33 New
MCM
225
MAI Capital Management
Ohio
$1.62K +$102 +2 +7%
7 8
9
10 11

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.