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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$8.42M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$6.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.86M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.76M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.25M |
| 2 |
Millennium Management
New York
|
-$2.8M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$1.99M |
| 4 |
Morgan Stanley
New York
|
-$1.02M |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$918K |
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.