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206 hedge funds and large institutions have $694M invested in Unitil in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 63

0.22% more ownership

Funds ownership: 78.89%79.12% (+0.22%)

3% less funds holding

Funds holding: 213206 (-7)

10% less capital invested

Capital invested by funds: $773M → $694M (-$78.3M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

36% less call options, than puts

Call options by funds: $108K | Put options by funds: $168K

Holders
206
Holders Change
-7
Holders Change %
-3.29%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
74
Reduced
63
Closed
25
Calls
$108K
Puts
$168K
Net Calls
-$60K
Net Calls Change
-$677K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$165M +$7.25M +124,974 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.5M -$630K -10,861 -0.8%
State Street
3
State Street
Massachusetts
$42M +$2.95M +50,803 +7%
JP Morgan Chase
4
JP Morgan Chase
New York
$32.1M -$1.39M -23,999 -4%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.4M +$2.85M +49,130 +10%
Renaissance Technologies
6
Renaissance Technologies
New York
$23.6M -$974K -16,800 -4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$23.1M -$640K -11,041 -3%
BTW
8
Boston Trust Walden
Massachusetts
$21M -$357K -6,159 -2%
ACB
9
Aristotle Capital Boston
Massachusetts
$20.8M -$3.89M -67,127 -15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$20.8M +$71.1K +1,225 +0.3%
FCM
11
Frontier Capital Management
Massachusetts
$14.2M -$119K -2,055 -0.8%
Morgan Stanley
12
Morgan Stanley
New York
$11.9M +$63.3K +1,092 +0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11M +$124K +2,130 +1%
Northern Trust
14
Northern Trust
Illinois
$10.1M +$1.14M +19,631 +12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.53M +$495K +8,537 +5%
Charles Schwab
16
Charles Schwab
California
$9.33M -$993K -17,119 -9%
ProShare Advisors
17
ProShare Advisors
Maryland
$7.54M -$6.33M -109,070 -44%
N
18
Nuveen
North Carolina
$7.04M +$8.35K +144 +0.1%
Invesco
19
Invesco
Georgia
$6.36M +$367K +6,335 +6%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$6.2M +$1.06M +18,200 +19%
SEI Investments
21
SEI Investments
Pennsylvania
$5.58M -$142K -2,454 -2%
UBS Group
22
UBS Group
Switzerland
$5.22M +$4.41M +75,997 +375%
FP
23
Foundry Partners
Minnesota
$5.08M -$1.18M -20,270 -18%
Goldman Sachs
24
Goldman Sachs
New York
$4.6M -$116K -1,994 -2%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.57M +$167K +2,885 +4%

UTL Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2024, worth a combined $694M — down 10% from $773M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UTL and 20 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 74 added.

The largest buyer was BlackRock, adding an estimated $7.25M. The largest seller was ProShare Advisors, cutting an estimated $6.33M.

  • 206 institutional investors held Unitil (UTL) as of Q4 2024, down from 213 in Q3 2024.
  • Funds reported $694M of Unitil stock for Q4 2024, down 10% quarter-over-quarter.
  • 20 funds opened new Unitil positions in Q4 2024 and 25 closed out, a net change of -5 holders.
  • The largest Unitil buyer in Q4 2024 was BlackRock, an estimated $7.25M added.
  • The largest Unitil seller in Q4 2024 was ProShare Advisors, an estimated $6.33M sold.

Based on aggregated 13F filings for Q4 2024.