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Unitil
UTL

189 hedge funds and large institutions have $674M invested in Unitil in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $588M → $674M (+$85.1M)

6% more funds holding

Funds holding: 179 → 189 (+10)

0.78% less ownership

Funds ownership: 74.31% → 73.52% (-0.78%)

6% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 64

Holders
189
Holders Change
+10
Holders Change %
+5.59%
% of All Funds
3.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
64
Closed
14
Calls
$627K
Puts
–
Net Calls
+$627K
Net Calls Change
+$339K

Top Buyers

Rank Fund Capital Flow
1
GLA
Great Lakes Advisors
Illinois
+$9.69M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.36M
3
Millennium Management
Millennium Management
New York
+$3.44M
4
BlackRock
BlackRock
New York
+$2.42M
5
Goldman Sachs
Goldman Sachs
New York
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$9.96M
2
Invesco
Invesco
Georgia
-$5.47M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$2.92M
4
PAM
Panagora Asset Management
Massachusetts
-$1.93M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
26
Gabelli Funds
New York
$4.14M – – –
DRZID
27
DePrince Race & Zollo Inc (DRZ)
Florida
$4.05M -$769K -14,402 -17%
Goldman Sachs
28
Goldman Sachs
New York
$3.98M +$1.84M +34,509 +98%
Millennium Management
29
Millennium Management
New York
$3.67M +$3.44M +64,355 New
Allianz Asset Management
30
Allianz Asset Management
Germany
$3.35M -$2.92M -54,672 -48%
Bank of America
31
Bank of America
North Carolina
$3.27M +$694K +12,990 +29%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.25M -$124K -2,329 -4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.1M -$30.9K -578 -1%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$2.93M +$253K +4,734 +10%
MAM
35
Martingale Asset Management
Massachusetts
$2.65M -$2.67K -50 -0.1%
First Manhattan
36
First Manhattan
New York
$2.55M -$877K -16,425 -27%
Deutsche Bank
37
Deutsche Bank
Germany
$2.4M -$119K -2,229 -5%
State of New Jersey Common Pension Fund D
38
State of New Jersey Common Pension Fund D
New Jersey
$2.38M -$131K -2,462 -6%
Legal & General Group
39
Legal & General Group
United Kingdom
$2.27M -$12.7K -238 -0.6%
JIC
40
Johnson Investment Counsel
Ohio
$2.25M – – –
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.97M -$219K -4,100 -11%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.72M +$662K +12,400 +70%
PAM
43
Panagora Asset Management
Massachusetts
$1.71M -$1.93M -36,183 -55%
Norges Bank
44
Norges Bank
Norway
$1.71M +$1.6M +29,900 New
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.61M -$63.6K -1,191 -4%
ETC
46
Exchange Traded Concepts
Oklahoma
$1.56M +$120K +2,254 +9%
UBS Group
47
UBS Group
Switzerland
$1.55M +$247K +4,623 +20%
CS
48
Credit Suisse
Switzerland
$1.5M -$222K -4,150 -14%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$1.4M +$185K +3,467 +16%
Canada Life
50
Canada Life
Manitoba, Canada
$1.35M +$56.3K +1,054 +5%
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UTL Hedge Fund Activity: Q1 2023 in Review

189 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2023, worth a combined $674M — up 14% from $588M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UTL positions and 14 closed out — a net gain of 13 holders — while 60 added to existing stakes and 64 trimmed.

The largest buyer was Great Lakes Advisors, opening a new position worth an estimated $9.69M. The largest seller was Victory Capital Management, cutting an estimated $9.96M.

  • 189 institutional investors held Unitil (UTL) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $674M of Unitil stock for Q1 2023, up 14% quarter-over-quarter.
  • 27 funds opened new Unitil positions in Q1 2023 and 14 closed out, a net change of +13 holders.
  • The largest Unitil buyer in Q1 2023 was Great Lakes Advisors, an estimated $9.69M added.
  • The largest Unitil seller in Q1 2023 was Victory Capital Management, an estimated $9.96M sold.

Based on aggregated 13F filings for Q1 2023.