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176 hedge funds and large institutions have $589M invested in Unitil in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $518M → $589M (+$71.1M)

7% more funds holding

Funds holding: 164176 (+12)

1.12% more ownership

Funds ownership: 72.53%73.65% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

Holders
176
Holders Change
+12
Holders Change %
+7.32%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
58
Reduced
60
Closed
15
Calls
$349K
Puts
Net Calls
+$349K
Net Calls Change
+$349K
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
76
Yousif Capital Management
Michigan
$730K +$733 +15 +0.1%
CS
77
Credit Suisse
Switzerland
$720K +$79.6K +1,629 +13%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$716K -$13.4K -274 -2%
Citigroup
79
Citigroup
New York
$693K +$72.4K +1,481 +12%
COPPSERS
80
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$687K +$83.2K +1,703 +14%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$672K -$94.6K -1,936 -13%
AAM
82
Advisors Asset Management
Colorado
$671K +$19.4K +396 +3%
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$662K +$649K +13,270 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$649K -$26.2K -536 -4%
ZCM
85
Ziegler Capital Management
Illinois
$647K -$73.3K -1,500 -10%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$643K +$24K +491 +4%
Barclays
87
Barclays
United Kingdom
$634K -$570K -11,666 -48%
SO
88
STRS Ohio
Ohio
$603K -$200K -4,100 -25%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$579K +$14.3K +292 +3%
TPSF
90
Texas Permanent School Fund
Texas
$565K -$11.6K -238 -2%
SOADOR
91
State of Alaska Department of Revenue
Alaska
$554K -$9.29K -190 -2%
AIMCA
92
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$529K +$518K +10,600 New
AllianceBernstein
93
AllianceBernstein
Tennessee
$521K +$47.4K +970 +10%
AG
94
Algert Global
California
$514K +$504K +10,304 New
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$498K
HVIA
96
Hudson Valley Investment Advisors
New York
$460K -$110K -2,249 -20%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$459K +$74.7K +1,529 +20%
EA
98
Ellsworth Advisors
Ohio
$455K +$418K +8,556 New
AIG
99
American International Group
New York
$447K -$26.8K -548 -6%
MIM
100
MetLife Investment Management
New Jersey
$424K +$131K +2,672 +46%

UTL Hedge Fund Activity: Q1 2022 in Review

176 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2022, worth a combined $589M — up 14% from $518M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UTL positions and 15 closed out — a net gain of 15 holders — while 58 added to existing stakes and 60 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $6.08M. The largest seller was Tributary Capital Management, cutting an estimated $7.81M.

  • 176 institutional investors held Unitil (UTL) as of Q1 2022, up from 164 in Q4 2021.
  • Funds reported $589M of Unitil stock for Q1 2022, up 14% quarter-over-quarter.
  • 30 funds opened new Unitil positions in Q1 2022 and 15 closed out, a net change of +15 holders.
  • The largest Unitil buyer in Q1 2022 was Victory Capital Management, an estimated $6.08M added.
  • The largest Unitil seller in Q1 2022 was Tributary Capital Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2022.