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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
US Bancorp
201
US Bancorp
Minnesota
$96.9K +$1.01K +200 +1%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$94.1K -$5.14K -1,014 -6%
S
203
SignatureFD
Georgia
$93.1K +$7.67K +1,512 +10%
NRD
204
Nebula Research & Development
New York
$93K -$268K -52,888 -77%
RJT
205
Raymond James Trust
Florida
$91.9K -$1.12K -221 -1%
PA
206
Profund Advisors
Maryland
$88.1K +$9.07K +1,790 +13%
NAM
207
Nissay Asset Management
Japan
$87K +$7.6K +1,499 +11%
AWA
208
Arkadios Wealth Advisors
Georgia
$86.4K +$593 +117 +0.8%
KWA
209
Kingswood Wealth Advisors
California
$84.7K +$74.3K +14,646 New
X
210
Xponance
Pennsylvania
$83.9K +$426 +84 +0.6%
IC
211
IEQ Capital
California
$83.9K -$2.39K -472 -3%
Ohio Public Employees Retirement System (OPERS)
212
Ohio Public Employees Retirement System (OPERS)
Ohio
$83.4K +$4.82K +950 +7%
SRC
213
Sage Rhino Capital
California
$82.6K -$14.1K -2,777 -16%
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$80.6K +$70.7K +13,940 New
CG
215
Cutler Group
California
$77K +$67.6K +13,336 New
CAN
216
Cetera Advisor Networks
California
$76.5K +$67.1K +13,242 New
Stifel Financial
217
Stifel Financial
Missouri
$75.1K +$5.62K +1,109 +9%
PAS
218
Park Avenue Securities
New York
$70K -$2.43K -479 -4%
AWS
219
Atria Wealth Solutions
New York
$69.5K -$72.2K -14,248 -54%
TW
220
TrinityPoint Wealth
Connecticut
$69.4K -$6.02K -1,187 -9%
Neuberger Berman Group
221
Neuberger Berman Group
New York
$69.4K +$6.06K +1,195 +11%
FM
222
Foster & Motley
Ohio
$69K -$51.5K -10,157 -46%
RPWA
223
Regent Peak Wealth Advisors
Georgia
$68.5K +$60.1K +11,859 New
SCM
224
Shelton Capital Management
Colorado
$66.8K -$16.8K -3,306 -22%
ASN
225
Advisory Services Network
Georgia
$66.5K -$82.3K -16,239 -59%

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.