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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
GI
301
Gradient Investments
Minnesota
$370
TAM
302
Tucker Asset Management
Colorado
$370 +$324 +64 New
TFA
303
Toth Financial Advisory
Virginia
$295
CFGS
304
Concourse Financial Group Securities
Alabama
$284
SIS
305
Sound Income Strategies
Florida
$284 +$248 +49 New
GA
306
GoalVest Advisory
New York
$283
MA
307
MCF Advisors
Kentucky
$278
AWM
308
Abound Wealth Management
Tennessee
$255 +$223 +44 New
BWL
309
Bogart Wealth LLC
Virginia
$249
PS
310
Planned Solutions
California
$191 +$167 +33 New
FCA
311
FinTrust Capital Advisors
South Carolina
$180
KFI
312
Key Financial Inc
Pennsylvania
$144 +$127 +25 New
OP
313
ORG Partners
Indiana
$139 +$122 +24 New
PWMG
314
Prestige Wealth Management Group
New Jersey
$119
LPP
315
Life Planning Partners
Florida
$116 +$101 +20 New
AWM
316
Avior Wealth Management
Nebraska
$115
CTA
317
Colonial Trust Advisors
South Carolina
$98
RG
318
Retirement Group
California
$81
CWM
319
CarsonAllaria Wealth Management
Illinois
$58 +$51 +10 New
SL
320
Salomon & Ludwin
Virginia
$52
SA
321
Scarborough Advisors
Maryland
$52 +$46 +9 New
TSWM
322
Tyler-Stone Wealth Management
Ohio
$46
KHC
323
Koesten Hirschmann & Crabtree
Kansas
$41
LWANC
324
Laurel Wealth Advisors (North Carolina)
North Carolina
$29
AssetMark Inc
325
AssetMark Inc
California
$23 +$20 +4 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.