Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNITIL CORP (UTL)

201 + Investors. Track Smart Money conviction in UTL. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — UTL

Based on 199 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UTL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
199 hedge funds hold UTL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

103 buying92 selling
Last quarter: 103 funds bought or added vs 92 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 26 → 28 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 17% medium 17% new
131 out of 199 hedge funds have held UTL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~23 new funds/quarter

14 → 32 → 26 → 28 → 23 new funds/Q
New funds entering each quarter: 32 → 26 → 28 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 10% 1-2yr 20% new
Of 201 current holders: 141 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
35 of 199 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in UTL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: UTL

How many hedge funds hold UTL — quarterly history vs. share price
Quarterly hedge fund ownership of UTL vs. share price

Market Analysis: UTL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UTL

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 0 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: UTL
2026 Q1 Stats Unlock in 21 days 201 + Investors

Track Smart Money conviction in UTL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 201 202 -0.5%
13F Shares 14M 14M 1.74%
Total Value $688M $668M 2.96%
New Positions 23 29 -6
Increased Positions 81 84 -3
Closed Positions 25 25 -
Reduced Positions 70 60 +10
Total Calls 1 1 -
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: UTL

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Financial Highlights

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Institutional Holders (2026 Q1)

201 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UTL. Verified SEC 13F-HR filings.

Top 25 institutional holders of UTL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wernau Asset Management Inc. 1.58% 43,327 $2.3M
2 Signature Wealth Management Partners, LLC 0.15% 5,876 $307K
3 Boston Trust Walden Corp 0.15% 340,191 $17.8M
4 North Star Investment Management Corp. 0.11% 33,500 $1.8M
5 New Hampshire Trust 0.07% 6,379 $333K
6 Inspire Investing, LLC 0.04% 9,862 $515K
7 WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% 27,708 $1.4M
8 HENNESSY ADVISORS INC 0.03% 13,598 $710K
9 EXCHANGE TRADED CONCEPTS, LLC 0.02% 41,866 $2.2M
10 GAMMA Investing LLC 0.01% 5,246 $274K
11 Piscataqua Savings Bank 0.01% 300 $16K
12 ProShare Advisors LLC 0.01% 121,166 $6.3M
13 Louisiana State Employees Retirement System 0.01% 8,000
14 Sterling Capital Management LLC 0.01% 5,548 $290K
15 State of Alaska, Department of Revenue 0.01% 9,380
16 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 4,770 $249K
17 OPPENHEIMER & CO INC 0.00% 3,925 $205K
18 CX Institutional 0.00% 914
19 Janney Montgomery Scott LLC 0.00% 7,050
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 10,320 $539K
21 SIGNATUREFD, LLC 0.00% 820 $43K
22 Versant Capital Management, Inc 0.00% 113 $6K
23 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 5,015
24 AdvisorNet Financial, Inc 0.00% 150 $8K
25 Farther Finance Advisors, LLC 0.00% 734 $39K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UNITIL CORP (UTL)

What does the Smart Money Trend signal show for UTL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UTL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UTL?

Slight buying edge — 53% buying: Last quarter: 103 funds bought or added vs 92 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UTL holders?

Elite ownership — 44% AUM from top-100 funds: 35 of 199 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in UTL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UTL?

66% of holders stayed for 2+ years: 131 out of 199 hedge funds have held UTL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.