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176 hedge funds and large institutions have $589M invested in Unitil in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $518M → $589M (+$71.1M)

7% more funds holding

Funds holding: 164176 (+12)

1.12% more ownership

Funds ownership: 72.53%73.65% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

Holders
176
Holders Change
+12
Holders Change %
+7.32%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
58
Reduced
60
Closed
15
Calls
$349K
Puts
Net Calls
+$349K
Net Calls Change
+$349K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$138M +$205K +4,189 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$56.2M -$52.2K -1,068 -0.1%
State Street
3
State Street
Massachusetts
$30M +$1.24M +25,323 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$28.9M -$738K -15,100 -3%
ACB
5
Aristotle Capital Boston
Massachusetts
$23.7M -$1.11M -22,634 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$20.9M +$92.9K +1,900 +0.5%
BTW
7
Boston Trust Walden
Massachusetts
$16.8M +$573K +11,730 +4%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.4M -$364K -7,446 -2%
Victory Capital Management
9
Victory Capital Management
Texas
$14.1M +$6.08M +124,369 +82%
FCM
10
Frontier Capital Management
Massachusetts
$14M -$460K -9,418 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.8M +$479K +9,803 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$13.5M +$193K +3,948 +1%
Adage Capital Partners
13
Adage Capital Partners
Massachusetts
$12.2M -$247K -5,048 -2%
Invesco
14
Invesco
Georgia
$10.9M -$2.74M -56,159 -20%
Northern Trust
15
Northern Trust
Illinois
$10.4M -$224K -4,574 -2%
Charles Schwab
16
Charles Schwab
California
$9.1M +$293K +5,990 +3%
JP Morgan Chase
17
JP Morgan Chase
New York
$8.58M -$4.1M -83,847 -33%
Ameriprise
18
Ameriprise
Minnesota
$6.67M +$80.3K +1,642 +1%
PAM
19
Panagora Asset Management
Massachusetts
$5.76M +$1.51M +30,888 +37%
Principal Financial Group
20
Principal Financial Group
Iowa
$5.71M -$262K -5,364 -4%
FP
21
Foundry Partners
Minnesota
$5.53M +$2.47M +50,600 +84%
Morgan Stanley
22
Morgan Stanley
New York
$5.24M +$1.11M +22,751 +28%
MPAM
23
Monarch Partners Asset Management
Massachusetts
$4.5M +$4.41M +90,212 New
SEI Investments
24
SEI Investments
Pennsylvania
$4.4M
PPA
25
Parametric Portfolio Associates
Washington
$4.15M +$880K +18,008 +28%

UTL Hedge Fund Activity: Q1 2022 in Review

176 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2022, worth a combined $589M — up 14% from $518M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UTL positions and 15 closed out — a net gain of 15 holders — while 58 added to existing stakes and 60 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $6.08M. The largest seller was Tributary Capital Management, cutting an estimated $7.81M.

  • 176 institutional investors held Unitil (UTL) as of Q1 2022, up from 164 in Q4 2021.
  • Funds reported $589M of Unitil stock for Q1 2022, up 14% quarter-over-quarter.
  • 30 funds opened new Unitil positions in Q1 2022 and 15 closed out, a net change of +15 holders.
  • The largest Unitil buyer in Q1 2022 was Victory Capital Management, an estimated $6.08M added.
  • The largest Unitil seller in Q1 2022 was Tributary Capital Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2022.