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224 hedge funds and large institutions have $734M invested in Unitil in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 91 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

853% more call options, than puts

Call options by funds: $162K | Put options by funds: $17K

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 206224 (+18)

6% more capital invested

Capital invested by funds: $694M → $734M (+$39.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 79.12%78.26% (-0.86%)

38% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 91

Holders
224
Holders Change
+18
Holders Change %
+8.74%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
56
Reduced
91
Closed
11
Calls
$162K
Puts
$17K
Net Calls
+$145K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$164M -$10.3M -187,754 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$78.8M +$4.52M +82,137 +6%
State Street
3
State Street
Massachusetts
$43.4M -$1.25M -22,693 -3%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.1M +$2.65M +48,225 +9%
JP Morgan Chase
5
JP Morgan Chase
New York
$32.8M -$1.31M -23,822 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$25M -$182K -3,300 -0.8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$22.8M -$1.74M -31,543 -7%
BTW
8
Boston Trust Walden
Massachusetts
$22.1M -$229K -4,160 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$22M -$110K -1,993 -0.5%
ACB
10
Aristotle Capital Boston
Massachusetts
$17.5M -$4.47M -81,277 -21%
FCM
11
Frontier Capital Management
Massachusetts
$15M -$124K -2,253 -0.9%
Morgan Stanley
12
Morgan Stanley
New York
$11.7M -$956K -17,381 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11.4M -$367K -6,675 -3%
Northern Trust
14
Northern Trust
Illinois
$10.1M -$623K -11,315 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10M -$114K -2,079 -1%
Charles Schwab
16
Charles Schwab
California
$9.72M -$206K -3,751 -2%
ProShare Advisors
17
ProShare Advisors
Maryland
$7.62M -$382K -6,947 -5%
N
18
Nuveen
North Carolina
$7.46M -$33.2K -604 -0.5%
FP
19
Foundry Partners
Minnesota
$6.68M +$1.22M +22,220 +24%
Invesco
20
Invesco
Georgia
$6.51M -$239K -4,351 -4%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$6.51M -$81.4K -1,480 -1%
SEI Investments
22
SEI Investments
Pennsylvania
$5.36M -$550K -9,995 -10%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$5.22M +$1.57M +28,604 +46%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.01M +$138K +2,505 +3%
Millennium Management
25
Millennium Management
New York
$5M +$1.87M +34,017 +65%

UTL Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2025, worth a combined $734M — up 5.7% from $694M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UTL positions and 11 closed out — a net gain of 20 holders — while 56 added to existing stakes and 91 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.52M. The largest seller was BlackRock, cutting an estimated $10.3M.

  • 224 institutional investors held Unitil (UTL) as of Q1 2025, up from 206 in Q4 2024.
  • Funds reported $734M of Unitil stock for Q1 2025, up 5.7% quarter-over-quarter.
  • 31 funds opened new Unitil positions in Q1 2025 and 11 closed out, a net change of +20 holders.
  • The largest Unitil buyer in Q1 2025 was Vanguard Group, an estimated $4.52M added.
  • The largest Unitil seller in Q1 2025 was BlackRock, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2025.