We are live on ! Find out more
UNIT

Uniti Group

329 hedge funds and large institutions have $1.23B invested in Uniti Group in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 114 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

26% more capital invested

Capital invested by funds: $979M → $1.23B (+$251M)

6% more funds holding

Funds holding: 309329 (+20)

2.24% more ownership

Funds ownership: 86.84%89.07% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 114

61% less call options, than puts

Call options by funds: $9.74M | Put options by funds: $24.9M

Holders
329
Holders Change
+20
Holders Change %
+6.47%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
88
Reduced
114
Closed
31
Calls
$9.74M
Puts
$24.9M
Net Calls
-$15.1M
Net Calls Change
-$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
251
Bollard Group
Massachusetts
$12K
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$9.71K
TC
253
Truvestments Capital
Florida
$8.13K +$5.58K +1,100 +359%
Simplex Trading
254
Simplex Trading
Illinois
$8K +$7.75K +1,528 New
VWM
255
Venturi Wealth Management
Texas
$7.19K
SWM
256
Spire Wealth Management
Virginia
$5.88K -$213 -42 -4%
RIM
257
Rockbridge Investment Management
New York
$5.85K +$5.13K +1,012 New
TFGT
258
TS Financial Group (TSFG)
Illinois
$5K
HNB
259
Huntington National Bank
Ohio
$4.94K -$913 -180 -17%
GRP
260
Global Retirement Partners
California
$4.17K -$7.99K -1,575 -69%
IA
261
IFP Advisors
Florida
$4.16K
Bessemer Group
262
Bessemer Group
New Jersey
$4K
BTI
263
Blue Trust Inc
Georgia
$4K +$852 +168 +23%
NA
264
NewEdge Advisors
Louisiana
$3.92K
MCM
265
Manchester Capital Management
Vermont
$3.83K
CAS
266
Coppell Advisory Solutions
Texas
$3.82K +$3.35K +661 New
BWP
267
Baldwin Wealth Partners
Massachusetts
$3.76K
RFG
268
RFP Financial Group
Georgia
$3.2K
FP
269
Financial Perspectives
Minnesota
$2.95K
BF
270
BOK Financial
Oklahoma
$2.83K +$2.48K +489 New
GWS
271
Glassman Wealth Services
Virginia
$2.8K
GWM
272
Geneos Wealth Management
Colorado
$2.41K
RA
273
Rise Advisors
New York
$2.39K
CI
274
Cordant Inc
Oregon
$2.31K +$2.03K +400 New
SSG
275
Summit Securities Group
New York
$2K +$2.03K +400 New

UNIT Hedge Fund Activity: Q4 2023 in Review

329 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Uniti Group (UNIT) for Q4 2023, worth a combined $1.23B — up 26% from $979M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UNIT positions and 31 closed out — a net gain of 22 holders — while 88 added to existing stakes and 114 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Millennium Management, cutting an estimated $10.1M.

  • 329 institutional investors held Uniti Group (UNIT) as of Q4 2023, up from 309 in Q3 2023.
  • Funds reported $1.23B of Uniti Group stock for Q4 2023, up 26% quarter-over-quarter.
  • 53 funds opened new Uniti Group positions in Q4 2023 and 31 closed out, a net change of +22 holders.
  • The largest Uniti Group buyer in Q4 2023 was Morgan Stanley, an estimated $18.7M added.
  • The largest Uniti Group seller in Q4 2023 was Millennium Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2023.