Unitil Corp (UTL): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Unitil Corp (UTL) following the 2026 Q1 hedge fund 13F filings?

As of today, UTL has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLU sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), UTL gained -0.6% vs -3.0% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Unitil Corp (UTL)

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

Smart Money Signals — UTL

Based on 237 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added UTL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

237 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 — +8% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

127 buying80 selling

Last quarter: 127 funds were net buyers (40 opened a brand new position + 87 added to an existing one). Only 80 were sellers (62 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new UTL position: 27 → 28 → 26 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 22% new

149 out of 237 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.

📈

Growing discovery — still being found

33 → 27 → 28 → 26 → 40 new funds/Q

New funds entering each quarter: 27 → 28 → 26 → 40. A growing number of institutions are discovering UTL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 9% 1-2yr ■ 24% new

Of 238 current holders: 160 (67%) 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.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

42 of 237 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	236	215	9.77%
13F Shares	14M	15M	-2.91%
Total Value	$730M	$711M	2.66%
New Positions	39	26	+13
Increased Positions	87	87	-
Closed Positions	18	25	-7
Reduced Positions	61	70	-9
Total Calls	1	1	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

236

215

9.77%

13F Shares

14M

15M

-2.91%

Total Value

$730M

$711M

2.66%

New Positions

+13

Increased Positions

Closed Positions

-7

Reduced Positions

-9

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q1)

236 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UTL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Wernau Asset Management Inc.	1.58%	43,327	$2.3M
2	Aristotle Capital Boston, LLC	0.85%	260,523	$13.6M
3	DC Investments Management, LLC	0.66%	32,855	$1.7M
4	Heartland Advisors Inc	0.40%	150,000	$7.8M
5	Frontier Capital Management Co LLC	0.29%	548,780	$28.7M
6	Reaves W H & Co Inc	0.22%	248,275	$13.0M
7	Aurora Investment Counsel	0.17%	6,005	$314K
8	1620 Investment Advisors, INC.	0.16%	4,570	$239K
9	Signature Wealth Management Partners, LLC	0.15%	5,876	$307K
10	Boston Trust Walden Corp	0.15%	340,191	$17.8M
11	North Star Investment Management Corp.	0.11%	33,500	$1.8M
12	Virtus Advisers, LLC	0.10%	4,177	$218K
13	Brooklyn Investment Group	0.08%	49,231	$2.6M
14	Empirical Asset Management, LLC	0.08%	5,825	$304K
15	New Hampshire Trust	0.07%	6,379	$333K
16	Aigen Investment Management, LP	0.06%	4,699	$245K
17	Anchor Capital Advisors LLC	0.06%	40,229	$2.1M
18	Martingale Asset Management L P	0.05%	39,750	$2.1M
19	Inceptionr LLC	0.05%	4,072	$213K
20	Inspire Investing, LLC	0.04%	9,862	$515K
21	Renaissance Technologies LLC	0.04%	490,041	$25.6M
22	Commonwealth Financial Services, LLC	0.04%	4,835	$253K
23	Dynamic Technology Lab Private Ltd	0.03%	3,971	$207K
24	Quantbot Technologies LP	0.03%	14,770	$772K
25	Nebula Research & Development LLC	0.03%	6,766	$353K

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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UTL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UTL?

More buyers than sellers — 61% buying: Last quarter: 127 funds were net buyers (40 opened a brand new position + 87 added to an existing one). Only 80 were sellers (62 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UTL holders?

Strong quality — 36% AUM from major funds: 42 of 237 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UTL?

63% of holders stayed for 2+ years: 149 out of 237 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.

Is it too late to buy Unitil Corp (UTL) following the 2026 Q1 hedge fund 13F filings?

As of today, UTL has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLU sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), UTL has gained -0.6% vs -3.0% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Unitil Corp (UTL)

Smart Money Signals — UTL

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

More buyers than sellers — 61% buying

More new buyers each quarter (+14 vs last Q)

63% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 67% of holders stayed 2+ years

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — UTL

Hedge Fund Ownership: UTL

Market Analysis: UTL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UTL

Is It Too Late to Buy Unitil Corp (UTL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: UTL

Statistics: UTL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Unitil Corp (UTL)

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