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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
SOADOR
76
State of Alaska Department of Revenue
Alaska
$573K +$3.41K +67 +0.6%
YCM
77
Yousif Capital Management
Michigan
$560K -$105K -2,070 -16%
HighTower Advisors
78
HighTower Advisors
Illinois
$558K +$546K +10,728 New
TPSF
79
Texas Permanent School Fund
Texas
$554K -$38.3K -752 -7%
MSRPS
80
Maryland State Retirement & Pension System
Maryland
$540K +$535K +10,508 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$535K -$24.9K -489 -5%
Citigroup
82
Citigroup
New York
$524K +$103K +2,015 +25%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$513K +$305 +6 +0.1%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$513K +$458 +9 +0.1%
Comerica Bank
85
Comerica Bank
Texas
$503K -$138K -2,715 -22%
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$495K +$96.1K +1,888 +24%
HVIA
87
Hudson Valley Investment Advisors
New York
$486K
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$484K +$57.6K +1,132 +14%
JAM
89
Jupiter Asset Management
United Kingdom
$469K -$18.5K -363 -4%
VI
90
Vestcor Inc
New Brunswick, Canada
$461K +$428K +8,409 +1,468%
Man Group
91
Man Group
United Kingdom
$458K -$122K -2,403 -21%
E
92
Ergoteles
New York
$446K +$441K +8,677 New
AIG
93
American International Group
New York
$444K -$3.51K -69 -0.8%
MIM
94
MetLife Investment Management
New Jersey
$432K -$39K -766 -8%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$418K +$5.39K +106 +1%
Lido Advisors
96
Lido Advisors
California
$417K +$37.2K +732 +10%
EA
97
Ellsworth Advisors
Ohio
$412K +$1.93K +38 +0.5%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$407K -$81.2K -1,595 -17%
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$390K -$5.09K -100 -1%
AB
100
Amalgamated Bank
New York
$372K +$2.44K +48 +0.7%

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.