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Unitil
UTL

189 hedge funds and large institutions have $674M invested in Unitil in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $588M → $674M (+$85.1M)

6% more funds holding

Funds holding: 179 → 189 (+10)

0.78% less ownership

Funds ownership: 74.31% → 73.52% (-0.78%)

6% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 64

Holders
189
Holders Change
+10
Holders Change %
+5.59%
% of All Funds
3.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
64
Closed
14
Calls
$627K
Puts
–
Net Calls
+$627K
Net Calls Change
+$339K

Top Buyers

Rank Fund Capital Flow
1
GLA
Great Lakes Advisors
Illinois
+$9.69M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.36M
3
Millennium Management
Millennium Management
New York
+$3.44M
4
BlackRock
BlackRock
New York
+$2.42M
5
Goldman Sachs
Goldman Sachs
New York
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$9.96M
2
Invesco
Invesco
Georgia
-$5.47M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$2.92M
4
PAM
Panagora Asset Management
Massachusetts
-$1.93M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
76
Assenagon Asset Management
Luxembourg
$767K -$1.8M -33,674 -71%
SO
77
STRS Ohio
Ohio
$690K -$42.7K -800 -6%
Boston Partners
78
Boston Partners
Massachusetts
$683K – – –
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$643K +$49.2K +921 +9%
HighTower Advisors
80
HighTower Advisors
Illinois
$631K +$4.11K +77 +0.7%
SOADOR
81
State of Alaska Department of Revenue
Alaska
$626K -$10.2K -191 -2%
Man Group
82
Man Group
United Kingdom
$622K -$476K -8,908 Closed
Citigroup
83
Citigroup
New York
$613K +$28.9K +542 +5%
HF
84
HRT Financial
New York
$584K +$230K +4,314 +73%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$575K +$35K +656 +7%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$572K -$683K -12,788 -56%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$570K -$480 -9 -0.1%
YCM
88
Yousif Capital Management
Michigan
$558K -$60.3K -1,130 -10%
Victory Capital Management
89
Victory Capital Management
Texas
$532K -$9.96M -186,618 -95%
JAM
90
Jupiter Asset Management
United Kingdom
$520K – – –
HSBC Holdings
91
HSBC Holdings
United Kingdom
$512K +$485K +9,091 New
ECM
92
ExodusPoint Capital Management
New York
$507K +$475K +8,891 New
AIG
93
American International Group
New York
$495K +$2.03K +38 +0.4%
EGM
94
Engineers Gate Manager
New York
$489K +$457K +8,567 New
NYLIM
95
New York Life Investment Management
New York
$480K -$158K -2,951 -26%
MIM
96
MetLife Investment Management
New Jersey
$480K – – –
EA
97
Ellsworth Advisors
Ohio
$473K +$14.7K +275 +3%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$468K +$14.3K +268 +3%
SG Americas Securities
99
SG Americas Securities
New York
$462K +$432K +8,095 New
AAS
100
Annex Advisory Services
Wisconsin
$429K +$56.3K +1,055 +16%
2 3
4
5 6

UTL Hedge Fund Activity: Q1 2023 in Review

189 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2023, worth a combined $674M — up 14% from $588M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UTL positions and 14 closed out — a net gain of 13 holders — while 60 added to existing stakes and 64 trimmed.

The largest buyer was Great Lakes Advisors, opening a new position worth an estimated $9.69M. The largest seller was Victory Capital Management, cutting an estimated $9.96M.

  • 189 institutional investors held Unitil (UTL) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $674M of Unitil stock for Q1 2023, up 14% quarter-over-quarter.
  • 27 funds opened new Unitil positions in Q1 2023 and 14 closed out, a net change of +13 holders.
  • The largest Unitil buyer in Q1 2023 was Great Lakes Advisors, an estimated $9.69M added.
  • The largest Unitil seller in Q1 2023 was Victory Capital Management, an estimated $9.96M sold.

Based on aggregated 13F filings for Q1 2023.