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UNIT

Uniti Group

266 hedge funds and large institutions have $1.4B invested in Uniti Group in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $1.24B → $1.4B (+$161M)

5.4% more ownership

Funds ownership: 82.74%88.14% (+5.4%)

7% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 54

9% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 80

5% less funds holding

Funds holding: 279266 (-13)

23% less call options, than puts

Call options by funds: $43.7M | Put options by funds: $57M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
266
Holders Change
-13
Holders Change %
-4.66%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.1%
New
50
Increased
73
Reduced
80
Closed
54
Calls
$43.7M
Puts
$57M
Net Calls
-$13.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$5K
FP
202
Financial Perspectives
Minnesota
$4.19K +$3.69K +510 New
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$4K -$3.53K -488 -50%
SF
204
Synovus Financial
Georgia
$4K -$1.51K -209 -32%
FHA
205
First Horizon Advisors
Tennessee
$4K
TFO
206
Tarbox Family Office
California
$4K +$3.32K +459 New
RFM
207
Royal Fund Management
Florida
$3K
SSB
208
Sandy Spring Bank
Maryland
$3K
WB
209
Webster Bank
Connecticut
$3K
LWCFA
210
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$2.87K +397 New
KFS
211
Kelly Financial Services
Massachusetts
$2.84K
HI
212
Hudock Inc
Pennsylvania
$2K -$839 -116 -31%
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$2K -$724 -100 -33%
CB
214
Community Bank
New York
$2K
EIP
215
Ellis Investment Partners
Pennsylvania
$2K
First Manhattan
216
First Manhattan
New York
$2K
WEC
217
Winslow Evans & Crocker
Massachusetts
$2K
EI
218
Ellevest Inc
New York
$2K +$1.19K +164 +820%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$2K +$1.73K +239 New
VCP
220
Verus Capital Partners
Arizona
$2K +$1.98K +273 New
GEA
221
Glen Eagle Advisors
New Jersey
$1.64K -$1.08K -150 -43%
APA
222
American Portfolios Advisors
New York
$1.4K +$1.14K +158 +1,215%
QCG
223
Quadrant Capital Group
Ohio
$1K -$4.93K -681 -82%
FANJ
224
Financial Architects (New Jersey)
New Jersey
$1K -$651 -90 -45%
PCG
225
Private Capital Group
Connecticut
$1K -$29 -4 -2%

UNIT Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Uniti Group (UNIT) for Q4 2019, worth a combined $1.4B — up 13% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UNIT and 50 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 73 added.

The largest buyer was Nomura Holdings, adding an estimated $58.6M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $16.9M sold.

  • 266 institutional investors held Uniti Group (UNIT) as of Q4 2019, down from 279 in Q3 2019.
  • Funds reported $1.4B of Uniti Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 50 funds opened new Uniti Group positions in Q4 2019 and 54 closed out, a net change of -4 holders.
  • The largest Uniti Group buyer in Q4 2019 was Nomura Holdings, an estimated $58.6M added.
  • The largest Uniti Group seller in Q4 2019 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2019.