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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
69
Reduced
57
Closed
22
Calls
$299K
Puts
–
Net Calls
+$299K
Net Calls Change
-$328K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$8.42M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$6.1M
3
Invesco
Invesco
Georgia
+$2.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.76M
5
Wells Fargo
Wells Fargo
California
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.25M
2
Millennium Management
Millennium Management
New York
-$2.8M
3
GLA
Great Lakes Advisors
Illinois
-$1.99M
4
Morgan Stanley
Morgan Stanley
New York
-$1.02M
5
CIC
Cornercap Investment Counsel
Georgia
-$918K
Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$718K -$11.9K -215 -1%
Millennium Management
77
Millennium Management
New York
$708K -$2.8M -50,392 -78%
WAM
78
Wakefield Asset Management
Colorado
$691K +$4.72K +85 +0.6%
Citigroup
79
Citigroup
New York
$658K +$123K +2,216 +21%
SO
80
STRS Ohio
Ohio
$633K +$22.2K +400 +3%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$579K -$26.6K -479 -4%
American Century Companies
82
American Century Companies
Missouri
$575K +$241K +4,351 +62%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$574K +$71.1K +1,281 +13%
HighTower Advisors
84
HighTower Advisors
Illinois
$543K -$17.3K -312 -3%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$542K +$37.7K +680 +7%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$539K +$85.1K +1,533 +17%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$536K -$21.8K -393 -4%
Boston Partners
88
Boston Partners
Massachusetts
$531K -$82.7K -1,490 -12%
AAS
89
Annex Advisory Services
Wisconsin
$511K +$143K +2,570 +34%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$508K +$1.33K +24 +0.2%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$506K -$5.94K -107 -1%
YCM
92
Yousif Capital Management
Michigan
$469K -$29.1K -524 -5%
JAM
93
Jupiter Asset Management
United Kingdom
$463K – – –
AIG
94
American International Group
New York
$435K -$6.05K -109 -1%
Franklin Resources
95
Franklin Resources
California
$428K +$468K +8,439 New
EA
96
Ellsworth Advisors
Ohio
$427K +$6.82K +123 +1%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$427K +$11.7K +211 +3%
MIM
98
MetLife Investment Management
New Jersey
$427K – – –
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$426K +$49.9K +900 +12%
Cerity Partners
100
Cerity Partners
New York
$379K +$31.2K +563 +8%
2 3
4
5 6

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.