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Unitil
UTL

180 hedge funds and large institutions have $615M invested in Unitil in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 57

1.84% more ownership

Funds ownership: 73.52% → 75.36% (+1.8%)

5% less funds holding

Funds holding: 189 → 180 (-9)

9% less capital invested

Capital invested by funds: $674M → $615M (-$58.6M)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
69
Reduced
57
Closed
22
Calls
$299K
Puts
–
Net Calls
+$299K
Net Calls Change
-$328K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$8.42M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$6.1M
3
Invesco
Invesco
Georgia
+$2.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.76M
5
Wells Fargo
Wells Fargo
California
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.25M
2
Millennium Management
Millennium Management
New York
-$2.8M
3
GLA
Great Lakes Advisors
Illinois
-$1.99M
4
Morgan Stanley
Morgan Stanley
New York
-$1.02M
5
CIC
Cornercap Investment Counsel
Georgia
-$918K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.31M +$844K +15,218 +22%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$3.9M -$51K -919 -1%
PI
28
Putnam Investments
Massachusetts
$3.83M -$768K -13,850 -15%
GF
29
Gabelli Funds
New York
$3.68M – – –
Bank of America
30
Bank of America
North Carolina
$3.63M +$788K +14,197 +25%
Allianz Asset Management
31
Allianz Asset Management
Germany
$2.81M -$181K -3,264 -6%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.72M -$182K -3,281 -6%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$2.61M -$1.11K -20 -0%
Legal & General Group
34
Legal & General Group
United Kingdom
$2.37M +$393K +7,083 +18%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$2.31M +$204K +3,679 +9%
Norges Bank
36
Norges Bank
Norway
$2.24M +$793K +14,300 +48%
First Manhattan
37
First Manhattan
New York
$2.22M -$47.7K -860 -2%
MAM
38
Martingale Asset Management
Massachusetts
$2.18M -$189K -3,411 -7%
Deutsche Bank
39
Deutsche Bank
Germany
$2.05M -$89.5K -1,613 -4%
JIC
40
Johnson Investment Counsel
Ohio
$2M – – –
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.99M +$499K +9,000 +30%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.77M +$22.2K +400 +1%
UBS Group
43
UBS Group
Switzerland
$1.76M +$414K +7,466 +27%
Assenagon Asset Management
44
Assenagon Asset Management
Luxembourg
$1.66M +$1.07M +19,234 +143%
CS
45
Credit Suisse
Switzerland
$1.62M +$314K +5,666 +22%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.53M +$423K +7,619 +34%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.45M +$19.6K +353 +1%
ETC
48
Exchange Traded Concepts
Oklahoma
$1.37M -$21.6K -390 -1%
Wells Fargo
49
Wells Fargo
California
$1.36M +$1.1M +19,881 +284%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$1.25M +$3.27K +59 +0.2%
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UTL Hedge Fund Activity: Q2 2023 in Review

180 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2023, worth a combined $615M — down 8.7% from $674M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of UTL and 13 opened new positions — a net loss of 9 holders — while 57 trimmed existing stakes and 69 added.

The largest buyer was JP Morgan Chase, adding an estimated $8.42M. The largest seller was Citadel Advisors, cutting an estimated $3.25M.

  • 180 institutional investors held Unitil (UTL) as of Q2 2023, down from 189 in Q1 2023.
  • Funds reported $615M of Unitil stock for Q2 2023, down 8.7% quarter-over-quarter.
  • 13 funds opened new Unitil positions in Q2 2023 and 22 closed out, a net change of -9 holders.
  • The largest Unitil buyer in Q2 2023 was JP Morgan Chase, an estimated $8.42M added.
  • The largest Unitil seller in Q2 2023 was Citadel Advisors, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2023.