Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unitil Corp (UTL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — UTL

Based on 242 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
242 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 — +13% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

133 buying105 selling
Last quarter: 133 funds bought or added vs 105 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 — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 26 → 40 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
152 out of 242 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

27 → 28 → 26 → 40 → 38 new funds/Q
New funds entering each quarter: 28 → 26 → 40 → 38. A growing number of institutions are discovering UTL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 25% newcomers

■ 66% veterans ■ 9% 1-2yr ■ 25% new
Entry-cohort mix of 243 holders: 161 (66%) are 2+ year veterans, 21 entered 1–2 years ago, and 61 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
49 of 241 holders are among the 100 largest funds by AUM, controlling 62% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — UTL

In 2026 Q2, 133 hedge funds were net buyers of UTL (38 opened a new position, 95 added to an existing one), while 105 reduced or exited (71 trimmed, 34 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 62% of total institutional value in UTL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 242.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: UTL
240 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 240 238 0.84%
13F Shares 16M 14M 14.46%
Total Value $808M $730M 10.68%
New Positions 38 40 -2
Increased Positions 95 87 +8
Closed Positions 35 17 +18
Reduced Positions 70 62 +8
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UTL

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Institutional Holders (2026 Q2)

240 + 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:
Top 25 UTL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wernau Asset Management Inc. 1.22% 44,526 $2.3M
2 Aristotle Capital Boston, LLC 0.88% 247,621 $13.0M
3 DC Investments Management, LLC 0.59% 32,855 $1.7M
4 Heartland Advisors Inc 0.55% 232,349 $12.2M
5 Bragg Financial Advisors, Inc 0.34% 243,573 $12.8M
6 Frontier Capital Management Co LLC 0.27% 553,320 $29.2M
7 New Hampshire Trust 0.24% 24,044 $1.3M
8 Reaves W H & Co Inc 0.17% 206,918 $10.9M
9 Aurora Investment Counsel 0.15% 5,673 $299K
10 Signature Wealth Management Partners, LLC 0.14% 5,876 $310K
11 Boston Trust Walden Corp 0.13% 322,912 $17.0M
12 1620 Investment Advisors, INC. 0.13% 3,910 $206K
13 Aigen Investment Management, LP 0.11% 7,539 $397K
14 North Star Investment Management Corp. 0.10% 33,500 $1.8M
15 Virtus Advisers, LLC 0.10% 4,746 $250K
16 Martingale Asset Management L P 0.08% 63,032 $3.3M
17 Anchor Capital Advisors LLC 0.06% 39,959 $2.1M
18 Wedge Capital Management L L P/Nc 0.05% 51,839 $2.7M
19 Advisors Asset Management, Inc. 0.03% 37,032 $2.0M
20 Renaissance Technologies LLC 0.03% 407,540 $21.5M
21 Inspire Investing, LLC 0.03% 12,889 $679K
22 Hennessy Advisors Inc 0.03% 15,298 $806K
23 Cedar Mountain Advisors, LLC 0.02% 2,688 $142K
24 Gabelli Funds LLC 0.02% 71,500 $3.8M
25 Quantbot Technologies LP 0.02% 11,557 $609K
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 56% buying: Last quarter: 133 funds bought or added vs 105 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 — 62% AUM from top-100 funds: 49 of 241 holders are among the 100 largest funds by AUM, controlling 62% 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?

63% of holders stayed for 2+ years: 152 out of 242 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.

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