Unitil
UTL
213 hedge funds and large institutions have $773M invested in Unitil in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 10 closing their positions.
351% more call options, than puts
Call options by funds: $793K | Put options by funds: $176K
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
21% more capital invested
Capital invested by funds: $639M → $773M (+$134M)
7% more funds holding
Funds holding: 200 → 213 (+13)
2.6% more ownership
Funds ownership: 76.29% → 78.89% (+2.6%)
17% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ProShare Advisors
Bethesda,
Maryland
|
+$14.1M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$5.61M |
| 3 |
State Street
Boston,
Massachusetts
|
+$2.42M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.82M |
| 5 |
RP
Riverwater Partners
Milwaukee,
Wisconsin
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.66M |
| 2 |
AIC
Aurora Investment Counsel
Atlanta,
Georgia
|
-$2.19M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$1.45M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$1.08M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$1.01M |
UTL Hedge Fund Activity: Q3 2024 in Review
213 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2024, worth a combined $773M — up 21% from $639M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new UTL positions and 10 closed out — a net gain of 15 holders — while 62 added to existing stakes and 75 trimmed.
The largest buyer was ProShare Advisors, adding an estimated $14.1M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $2.66M.
- 213 institutional investors held Unitil (UTL) as of Q3 2024, up from 200 in Q2 2024.
- Funds reported $773M of Unitil stock for Q3 2024, up 21% quarter-over-quarter.
- 25 funds opened new Unitil positions in Q3 2024 and 10 closed out, a net change of +15 holders.
- The largest Unitil buyer in Q3 2024 was ProShare Advisors, an estimated $14.1M added.
- The largest Unitil seller in Q3 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $2.66M sold.
Based on aggregated 13F filings for Q3 2024.