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179 hedge funds and large institutions have $588M invested in Unitil in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $334K | Put options by funds: $46K

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

6% more capital invested

Capital invested by funds: $557M → $588M (+$31.3M)

1% more funds holding

Funds holding: 177179 (+2)

0.53% less ownership

Funds ownership: 74.83%74.31% (-0.53%)

11% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 63

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
179
Holders Change
+2
Holders Change %
+1.13%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
56
Reduced
63
Closed
16
Calls
$334K
Puts
$46K
Net Calls
+$288K
Net Calls Change
+$288K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
51
State of Tennessee, Department of Treasury
Tennessee
$1.16M
CCIA
52
Campbell & Co Investment Adviser
Maryland
$1.15M +$1.14M +22,479 New
VOYA Investment Management
53
VOYA Investment Management
Georgia
$1.09M -$104K -2,048 -9%
BFS
54
Bradley Foster & Sargent
Connecticut
$1.08M
NSIM
55
North Star Investment Management
Illinois
$1.06M
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.04M +$10.3K +203 +1%
ACA
57
Anchor Capital Advisors
Massachusetts
$1.04M -$50.4K -990 -5%
RJA
58
Raymond James & Associates
Florida
$1.02M +$100K +1,971 +11%
AllianceBernstein
59
AllianceBernstein
Tennessee
$977K +$5.8K +114 +0.6%
AAM
60
Advisors Asset Management
Colorado
$942K +$163K +3,197 +21%
CIC
61
Cornercap Investment Counsel
Georgia
$934K
Two Sigma Advisers
62
Two Sigma Advisers
New York
$914K -$66.1K -1,300 -7%
Prudential Financial
63
Prudential Financial
New Jersey
$909K -$109K -2,136 -11%
HAI
64
Hennessy Advisors Inc
California
$904K -$71.2K -1,400 -7%
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$882K +$130K +2,556 +17%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$845K -$6.26K -123 -0.7%
AG
67
Algert Global
California
$839K -$253K -4,971 -23%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$774K +$33.3K +655 +5%
UBS AM
69
UBS AM
Illinois
$761K +$22.4K +441 +3%
WAM
70
Wakefield Asset Management
Colorado
$697K -$2.24K -44 -0.3%
SO
71
STRS Ohio
Ohio
$662K -$81.4K -1,600 -11%
Boston Partners
72
Boston Partners
Massachusetts
$615K
Two Sigma Investments
73
Two Sigma Investments
New York
$596K -$17.8K -350 -3%
NYLIM
74
New York Life Investment Management
New York
$584K +$62.1K +1,220 +12%
Barclays
75
Barclays
United Kingdom
$581K +$360K +7,075 +167%

UTL Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2022, worth a combined $588M — up 5.6% from $557M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UTL positions and 16 closed out — a net gain of 5 holders — while 56 added to existing stakes and 63 trimmed.

The largest buyer was Invesco, adding an estimated $5.86M. The largest seller was Victory Capital Management, cutting an estimated $3.83M.

  • 179 institutional investors held Unitil (UTL) as of Q4 2022, up from 177 in Q3 2022.
  • Funds reported $588M of Unitil stock for Q4 2022, up 5.6% quarter-over-quarter.
  • 21 funds opened new Unitil positions in Q4 2022 and 16 closed out, a net change of +5 holders.
  • The largest Unitil buyer in Q4 2022 was Invesco, an estimated $5.86M added.
  • The largest Unitil seller in Q4 2022 was Victory Capital Management, an estimated $3.83M sold.

Based on aggregated 13F filings for Q4 2022.