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136 hedge funds and large institutions have $481M invested in Unitil in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $467M → $481M (+$13.2M)

0.22% less ownership

Funds ownership: 70.16%69.94% (-0.22%)

2% less funds holding

Funds holding: 139136 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

34% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 59

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
39
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$61.4M +$3.99M +91,420 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$53.2M +$9.46M +216,597 +23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$41.2M -$608K -13,910 -2%
ACB
4
Aristotle Capital Boston
Massachusetts
$31.9M +$1.18M +27,028 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$30.1M -$4.19M -95,900 -13%
FCM
6
Frontier Capital Management
Massachusetts
$25.1M -$7.81M -178,740 -25%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$20.8M -$1.69M -38,676 -8%
BTW
8
Boston Trust Walden
Massachusetts
$15.5M -$79.3K -1,815 -0.5%
State Street
9
State Street
Massachusetts
$14.7M -$1.35M -30,895 -9%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M +$1.87M +42,785 +17%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$11.3M +$861K +19,707 +9%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$10.5M +$10M +230,000 New
Northern Trust
13
Northern Trust
Illinois
$9.85M -$2.66M -60,929 -22%
TCM
14
Tributary Capital Management
Nebraska
$9.69M -$2.42M -55,354 -21%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.46M -$147K -3,362 -2%
Charles Schwab
16
Charles Schwab
California
$6.87M +$281K +6,431 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.57M -$942K -21,562 -13%
Victory Capital Management
18
Victory Capital Management
Texas
$5.43M +$2.76M +63,157 +113%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$5M -$257K -5,878 -5%
SEI Investments
20
SEI Investments
Pennsylvania
$4.89M -$341K -7,804 -7%
PAM
21
Panagora Asset Management
Massachusetts
$4.58M +$1.42M +32,524 +48%
N
22
Nuveen
North Carolina
$4.38M -$87.5K -2,002 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.03M +$357K +8,168 +10%
FP
24
Foundry Partners
Minnesota
$3.9M -$548K -12,535 -13%
NIG
25
NFJ Investment Group
Texas
$3.9M +$3.73M +85,473 New

UTL Hedge Fund Activity: Q1 2021 in Review

136 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2021, worth a combined $481M — up 2.8% from $467M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UTL and 13 opened new positions — a net loss of 2 holders — while 59 trimmed existing stakes and 39 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $10M. The largest seller was Frontier Capital Management, cutting an estimated $7.81M.

  • 136 institutional investors held Unitil (UTL) as of Q1 2021, down from 139 in Q4 2020.
  • Funds reported $481M of Unitil stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 13 funds opened new Unitil positions in Q1 2021 and 15 closed out, a net change of -2 holders.
  • The largest Unitil buyer in Q1 2021 was Adage Capital Partners, an estimated $10M added.
  • The largest Unitil seller in Q1 2021 was Frontier Capital Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2021.