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200 hedge funds and large institutions have $639M invested in Unitil in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $197K | Put options by funds: $52K

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

7% more funds holding

Funds holding: 187200 (+13)

0.47% more ownership

Funds ownership: 75.83%76.29% (+0.47%)

0% less capital invested

Capital invested by funds: $641M → $639M (-$2.48M)

Holders
200
Holders Change
+13
Holders Change %
+6.95%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
74
Reduced
62
Closed
8
Calls
$197K
Puts
$52K
Net Calls
+$145K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$150M +$143K +2,792 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.9M +$665K +12,941 +1%
State Street
3
State Street
Massachusetts
$35.3M +$364K +7,087 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$32M -$1.32M -25,772 -4%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.5M +$149K +2,891 +0.6%
Renaissance Technologies
6
Renaissance Technologies
New York
$24.1M +$211K +4,100 +0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$22.9M +$298K +5,790 +1%
ACB
8
Aristotle Capital Boston
Massachusetts
$22.8M -$526K -10,231 -2%
BTW
9
Boston Trust Walden
Massachusetts
$20.9M +$217K +4,224 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$19.2M +$928K +18,047 +5%
FCM
11
Frontier Capital Management
Massachusetts
$14M -$92.2K -1,793 -0.7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$11.2M -$84.8K -1,650 -0.8%
Charles Schwab
13
Charles Schwab
California
$10.7M -$860K -16,738 -7%
Morgan Stanley
14
Morgan Stanley
New York
$10.3M +$588K +11,434 +6%
Northern Trust
15
Northern Trust
Illinois
$8.63M -$123K -2,401 -1%
N
16
Nuveen
North Carolina
$7.68M +$1.06M +20,566 +16%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.04M +$542K +10,543 +8%
Invesco
18
Invesco
Georgia
$6.58M -$292K -5,678 -4%
FP
19
Foundry Partners
Minnesota
$5.83M -$57.3K -1,115 -1%
SEI Investments
20
SEI Investments
Pennsylvania
$5.29M -$179K -3,478 -3%
GLA
21
Great Lakes Advisors
Illinois
$4.98M -$1.11M -21,524 -18%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$4.7M +$454K +8,843 +11%
Franklin Resources
23
Franklin Resources
California
$4.36M -$210K -4,090 -5%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$4.19M -$94.9K -1,847 -2%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.13M -$203K -3,944 -5%

UTL Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2024, worth a combined $639M — down 0.39% from $641M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UTL positions and 8 closed out — a net gain of 16 holders — while 74 added to existing stakes and 62 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $1.76M. The largest seller was Brandywine Global Investment Management, cutting an estimated $3.05M.

  • 200 institutional investors held Unitil (UTL) as of Q2 2024, up from 187 in Q1 2024.
  • Funds reported $639M of Unitil stock for Q2 2024, down 0.39% quarter-over-quarter.
  • 24 funds opened new Unitil positions in Q2 2024 and 8 closed out, a net change of +16 holders.
  • The largest Unitil buyer in Q2 2024 was M&T Bank, an estimated $1.76M added.
  • The largest Unitil seller in Q2 2024 was Brandywine Global Investment Management, an estimated $3.05M sold.

Based on aggregated 13F filings for Q2 2024.