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UNIT

Uniti Group
UNIT

297 hedge funds and large institutions have $989M invested in Uniti Group in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 121 increasing their positions, 69 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 69

31% more capital invested

Capital invested by funds: $756M → $989M (+$233M)

1% more funds holding

Funds holding: 294 → 297 (+3)

7% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 41

0.33% more ownership

Funds ownership: 89.35% → 89.69% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

86% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $18.5M

Holders
297
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
4.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
44
Increased
121
Reduced
69
Closed
41
Calls
$2.55M
Puts
$18.5M
Net Calls
-$15.9M
Net Calls Change
-$7.19M

Top Buyers

Rank Fund Capital Flow
1
DKCM
Davidson Kempner Capital Management
New York
+$9.32M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.38M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.1M
4
Invesco
Invesco
Georgia
+$4.52M
5
Morgan Stanley
Morgan Stanley
New York
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.04M
2
Millennium Management
Millennium Management
New York
-$5.68M
3
Goldman Sachs
Goldman Sachs
New York
-$5.52M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.35M
5
MMC
Mizuho Markets Cayman
Cayman Islands
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
251
Coppell Advisory Solutions
Texas
$3.1K +$2.48K +661 New
MCM
252
Manchester Capital Management
Vermont
$3.06K – – –
BWP
253
Baldwin Wealth Partners
Massachusetts
$3K – – –
BTI
254
Blue Trust Inc
Georgia
$3K +$218 +58 +8%
Bessemer Group
255
Bessemer Group
New Jersey
$3K +$1.18K +315 +88%
GI
256
Gradient Investments
Minnesota
$2.84K – – –
RFG
257
RFP Financial Group
Georgia
$2.56K +$2.08K +554 New
FP
258
Financial Perspectives
Minnesota
$2.36K – – –
BAAM
259
Baker Avenue Asset Management
California
$2.31K +$1.45K +385 +338%
GWS
260
Glassman Wealth Services
Virginia
$2.24K +$564 +150 +45%
WWP
261
WR Wealth Planners
Missouri
$2.19K +$128 +34 +8%
GWM
262
Geneos Wealth Management
Colorado
$1.93K – – –
RA
263
Rise Advisors
New York
$1.86K +$113 +30 +8%
LWCFA
264
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.83K – – –
PB
265
Pinnacle Bancorp
Nebraska
$1.53K – – –
TC
266
Truvestments Capital
Florida
$1.33K +$1.08K +288 New
KFS
267
Kelly Financial Services
Massachusetts
$1.32K – – –
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$1.02K – – –
CG
269
Cutler Group
California
$1K – – –
CAM
270
ClariVest Asset Management
California
$1K +$380 +101 +55%
NBT
271
Northwest Bank & Trust
Iowa
$924 +$752 +200 New
BIA
272
Bell Investment Advisors
California
$901 – – –
CHC
273
City Holding Co
West Virginia
$766 – – –
FWM
274
Focused Wealth Management
New York
$578 +$94 +25 +25%
WT
275
Whittier Trust
California
$522 -$387 -103 -48%
9 10
11
12 13

UNIT Hedge Fund Activity: Q2 2023 in Review

297 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Uniti Group (UNIT) for Q2 2023, worth a combined $989M — up 31% from $756M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UNIT positions and 41 closed out — a net gain of 3 holders — while 121 added to existing stakes and 69 trimmed.

The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $9.32M. The largest seller was Balyasny Asset Management, cutting an estimated $9.04M.

  • 297 institutional investors held Uniti Group (UNIT) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $989M of Uniti Group stock for Q2 2023, up 31% quarter-over-quarter.
  • 44 funds opened new Uniti Group positions in Q2 2023 and 41 closed out, a net change of +3 holders.
  • The largest Uniti Group buyer in Q2 2023 was Davidson Kempner Capital Management, an estimated $9.32M added.
  • The largest Uniti Group seller in Q2 2023 was Balyasny Asset Management, an estimated $9.04M sold.

Based on aggregated 13F filings for Q2 2023.