We are live on ! Find out more
UTL icon

Unitil
UTL

175 hedge funds and large institutions have $721M invested in Unitil in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $589M → $721M (+$132M)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 54

3.01% more ownership

Funds ownership: 73.65% → 76.67% (+3%)

1% less funds holding

Funds holding: 176 → 175 (-1)

Holders
175
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
60
Reduced
54
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12.6M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$9.55M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$8.61M
4
Millennium Management
Millennium Management
New York
+$5.92M
5
Morgan Stanley
Morgan Stanley
New York
+$5.15M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$12.2M
2
NIG
NFJ Investment Group
Texas
-$4.15M
3
Invesco
Invesco
Georgia
-$2.16M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
5
Wells Fargo
Wells Fargo
California
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$177M +$12.6M +233,760 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.9M +$2.55M +47,251 +4%
State Street
3
State Street
Massachusetts
$36.2M +$799K +14,794 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$34.3M +$194K +3,600 +0.6%
ACB
5
Aristotle Capital Boston
Massachusetts
$28.7M +$710K +13,162 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$24.9M +$286K +5,294 +1%
BTW
7
Boston Trust Walden
Massachusetts
$20M +$179K +3,324 +1%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.1M -$30.7K -568 -0.2%
Victory Capital Management
9
Victory Capital Management
Texas
$17M +$651K +12,060 +4%
FCM
10
Frontier Capital Management
Massachusetts
$16.6M +$174K +3,226 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$16.4M +$215K +3,988 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$16M +$126K +2,343 +0.9%
JP Morgan Chase
13
JP Morgan Chase
New York
$13.9M +$3.51M +65,119 +38%
Northern Trust
14
Northern Trust
Illinois
$12.3M +$101K +1,867 +0.9%
Morgan Stanley
15
Morgan Stanley
New York
$11.8M +$5.15M +95,331 +91%
Charles Schwab
16
Charles Schwab
California
$11.1M +$332K +6,145 +3%
Invesco
17
Invesco
Georgia
$10.5M -$2.16M -39,927 -18%
RCAMU
18
Rothschild & Co Asset Management US
Connecticut
$10.4M +$9.55M +176,950 New
Allianz Asset Management
19
Allianz Asset Management
Germany
$9.37M +$8.61M +159,507 New
N
20
Nuveen
North Carolina
$8.48M +$3.58M +66,287 +85%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$8.43M +$4.83M +89,452 +165%
Millennium Management
22
Millennium Management
New York
$8.34M +$5.92M +109,588 +338%
Ameriprise
23
Ameriprise
Minnesota
$7.75M -$95.4K -1,767 -1%
SEI Investments
24
SEI Investments
Pennsylvania
$7.44M +$2.08M +38,540 +44%
FP
25
Foundry Partners
Minnesota
$6.5M – – –
1
2 3 4 5

UTL Hedge Fund Activity: Q2 2022 in Review

175 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2022, worth a combined $721M — up 22% from $589M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UTL positions and 21 closed out — a net gain of 4 holders — while 60 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock, adding an estimated $12.6M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $12.2M sold.

  • 175 institutional investors held Unitil (UTL) as of Q2 2022, down from 176 in Q1 2022.
  • Funds reported $721M of Unitil stock for Q2 2022, up 22% quarter-over-quarter.
  • 25 funds opened new Unitil positions in Q2 2022 and 21 closed out, a net change of +4 holders.
  • The largest Unitil buyer in Q2 2022 was BlackRock, an estimated $12.6M added.
  • The largest Unitil seller in Q2 2022 was Adage Capital Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2022.