Unitil
UTL
182 hedge funds and large institutions have $662M invested in Unitil in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 60 reducing their positions, and 11 closing their positions.
2,680% more call options, than puts
Call options by funds: $278K | Put options by funds: $10K
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
29% more capital invested
Capital invested by funds: $515M → $662M (+$147M)
12% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 60
7% more funds holding
Funds holding: 170 → 182 (+12)
3.37% more ownership
Funds ownership: 74.85% → 78.22% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.2M |
| 2 |
JP Morgan Chase
New York
|
+$6.98M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$4.06M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.05M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.75M |
| 2 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$2.01M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.19M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$900K |
| 5 |
Two Sigma Investments
New York
|
-$887K |
UTL Hedge Fund Activity: Q4 2023 in Review
182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2023, worth a combined $662M — up 29% from $515M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new UTL positions and 11 closed out — a net gain of 13 holders — while 67 added to existing stakes and 60 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.2M. The largest seller was Osaic Holdings, cutting an estimated $2.75M.
- 182 institutional investors held Unitil (UTL) as of Q4 2023, up from 170 in Q3 2023.
- Funds reported $662M of Unitil stock for Q4 2023, up 29% quarter-over-quarter.
- 24 funds opened new Unitil positions in Q4 2023 and 11 closed out, a net change of +13 holders.
- The largest Unitil buyer in Q4 2023 was Morgan Stanley, an estimated $10.2M added.
- The largest Unitil seller in Q4 2023 was Osaic Holdings, an estimated $2.75M sold.
Based on aggregated 13F filings for Q4 2023.