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153 hedge funds and large institutions have $601M invested in Unitil in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $481M → $601M (+$120M)

13% more funds holding

Funds holding: 136153 (+17)

5.53% more ownership

Funds ownership: 69.94%75.47% (+5.5%)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
153
Holders Change
+17
Holders Change %
+12.5%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
44
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$136M +$66.2M +1,229,926 +92%
Vanguard Group
2
Vanguard Group
Pennsylvania
$56.8M +$9.17M +170,492 +19%
ACB
3
Aristotle Capital Boston
Massachusetts
$34.2M -$2.79M -51,887 -7%
Renaissance Technologies
4
Renaissance Technologies
New York
$33.5M -$1.33M -24,800 -4%
State Street
5
State Street
Massachusetts
$28.7M +$11.8M +219,505 +68%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$22.6M -$1.51M -28,031 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21M -$41.3M -768,370 -66%
BTW
8
Boston Trust Walden
Massachusetts
$17.2M -$817K -15,177 -4%
FCM
9
Frontier Capital Management
Massachusetts
$16.1M -$13.3M -246,388 -45%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.8M -$904K -16,799 -6%
Invesco
11
Invesco
Georgia
$14M +$12.6M +233,996 +756%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$13.2M +$106K +1,974 +0.8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$12.8M +$4.24M +78,866 +48%
Northern Trust
14
Northern Trust
Illinois
$11.9M +$505K +9,382 +4%
TCM
15
Tributary Capital Management
Nebraska
$10.7M -$505K -9,379 -4%
Victory Capital Management
16
Victory Capital Management
Texas
$8.52M +$2.26M +41,937 +35%
Charles Schwab
17
Charles Schwab
California
$8.46M +$509K +9,466 +6%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$7.62M +$1.65M +30,751 +30%
JP Morgan Chase
19
JP Morgan Chase
New York
$7.15M -$472K -8,773 -6%
Principal Financial Group
20
Principal Financial Group
Iowa
$6.46M +$6.04M +112,231 +1,155%
SEI Investments
21
SEI Investments
Pennsylvania
$5.69M +$18.7K +347 +0.3%
PPA
22
Parametric Portfolio Associates
Washington
$4.42M +$395K +7,340 +10%
Ameriprise
23
Ameriprise
Minnesota
$4.37M +$3.56M +66,099 +402%
PAM
24
Panagora Asset Management
Massachusetts
$4.36M -$967K -17,974 -18%
NIG
25
NFJ Investment Group
Texas
$4.32M -$209K -3,882 -5%

UTL Hedge Fund Activity: Q2 2021 in Review

153 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2021, worth a combined $601M — up 25% from $481M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UTL positions and 15 closed out — a net gain of 17 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $66.2M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $41.3M.

  • 153 institutional investors held Unitil (UTL) as of Q2 2021, up from 136 in Q1 2021.
  • Funds reported $601M of Unitil stock for Q2 2021, up 25% quarter-over-quarter.
  • 32 funds opened new Unitil positions in Q2 2021 and 15 closed out, a net change of +17 holders.
  • The largest Unitil buyer in Q2 2021 was BlackRock, an estimated $66.2M added.
  • The largest Unitil seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $41.3M sold.

Based on aggregated 13F filings for Q2 2021.