Unitil
UTL
187 hedge funds and large institutions have $641M invested in Unitil in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 13 closing their positions.
478% more call options, than puts
Call options by funds: $335K | Put options by funds: $58K
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
3% more funds holding
Funds holding: 182 → 187 (+5)
2% less capital invested
Capital invested by funds: $652M → $641M (-$10.2M)
8% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 66
1.17% less ownership
Funds ownership: 77% → 75.83% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$4.01M |
| 2 |
AIC
Aurora Investment Counsel
Atlanta,
Georgia
|
+$2.26M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.16M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$781K |
| 5 |
Millennium Management
New York
|
+$744K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$1.95M |
| 2 |
BlackRock
New York
|
-$1.71M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$1.45M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$1.39M |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$991K |
UTL Hedge Fund Activity: Q1 2024 in Review
187 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2024, worth a combined $641M — down 1.6% from $652M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new UTL positions and 13 closed out — a net gain of 6 holders — while 61 added to existing stakes and 66 trimmed.
The largest buyer was Franklin Resources, adding an estimated $4.01M. The largest seller was Northern Trust, cutting an estimated $1.95M.
- 187 institutional investors held Unitil (UTL) as of Q1 2024, up from 182 in Q4 2023.
- Funds reported $641M of Unitil stock for Q1 2024, down 1.6% quarter-over-quarter.
- 19 funds opened new Unitil positions in Q1 2024 and 13 closed out, a net change of +6 holders.
- The largest Unitil buyer in Q1 2024 was Franklin Resources, an estimated $4.01M added.
- The largest Unitil seller in Q1 2024 was Northern Trust, an estimated $1.95M sold.
Based on aggregated 13F filings for Q1 2024.