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UNIT

Uniti Group

294 hedge funds and large institutions have $756M invested in Uniti Group in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 90 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 90

2.22% more ownership

Funds ownership: 87.14%89.35% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 308294 (-14)

20% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 49

33% less capital invested

Capital invested by funds: $1.13B → $756M (-$370M)

63% less call options, than puts

Call options by funds: $5.15M | Put options by funds: $13.9M

Holders
294
Holders Change
-14
Holders Change %
-4.55%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
99
Reduced
90
Closed
49
Calls
$5.15M
Puts
$13.9M
Net Calls
-$8.73M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
226
Riverview Trust Company
Washington
$9.68K +$14.5K +2,728 New
EWA
227
EverSource Wealth Advisors
Alabama
$9.22K +$12.4K +2,333 +884%
BAM
228
Belpointe Asset Management
Nevada
$8.91K +$3.57K +673 +37%
CA
229
Clearstead Advisors
Ohio
$8.67K +$12.2K +2,295 +1,561%
CCP
230
Carmel Capital Partners
California
$7.67K +$11.5K +2,161 New
BG
231
Bollard Group
Massachusetts
$7K
GRP
232
Global Retirement Partners
California
$6.94K +$11.5K +2,175 New
HIIFS
233
Harel Insurance Investments & Financial Services
Israel
$6K
VWM
234
Venturi Wealth Management
Texas
$4.42K +$6.6K +1,244 New
LC
235
Lindbrook Capital
California
$4.32K +$6.07K +1,145 +1,613%
FCMT
236
Founders Capital Management (Texas)
Texas
$4K
BTI
237
Blue Trust Inc
Georgia
$4K +$329 +62 +9%
AF
238
Allworth Financial
California
$3.78K -$9.46K -1,783 -63%
SWM
239
Spire Wealth Management
Virginia
$3.54K +$4.11K +775 +348%
TFGT
240
TS Financial Group (TSFG)
Illinois
$3K
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$2.85K -$64 -12 -1%
Asset Management One
242
Asset Management One
Japan
$2.81K
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.66K +$3.98K +750 New
NA
244
NewEdge Advisors
Louisiana
$2.41K -$387 -73 -10%
MCM
245
Manchester Capital Management
Vermont
$2.35K +$2.47K +466 +238%
IAIM
246
International Assets Investment Management
Florida
$2.35K +$3.51K +661 New
BWP
247
Baldwin Wealth Partners
Massachusetts
$2.31K
GI
248
Gradient Investments
Minnesota
$2.18K -$15.6K -2,938 -83%
Russell Investments Group
249
Russell Investments Group
United Kingdom
$1.98K -$374K -70,592 -99%
FP
250
Financial Perspectives
Minnesota
$1.81K

UNIT Hedge Fund Activity: Q1 2023 in Review

294 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Uniti Group (UNIT) for Q1 2023, worth a combined $756M — down 33% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of UNIT and 39 opened new positions — a net loss of 10 holders — while 90 trimmed existing stakes and 99 added.

The largest buyer was Balyasny Asset Management, adding an estimated $14.6M. The largest seller was Allianz Asset Management, cutting an estimated $11.4M.

  • 294 institutional investors held Uniti Group (UNIT) as of Q1 2023, down from 308 in Q4 2022.
  • Funds reported $756M of Uniti Group stock for Q1 2023, down 33% quarter-over-quarter.
  • 39 funds opened new Uniti Group positions in Q1 2023 and 49 closed out, a net change of -10 holders.
  • The largest Uniti Group buyer in Q1 2023 was Balyasny Asset Management, an estimated $14.6M added.
  • The largest Uniti Group seller in Q1 2023 was Allianz Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2023.