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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
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$351K
Cerity Partners
102
Cerity Partners
New York
$351K +$2.29K +45 +0.7%
NHT
103
New Hampshire Trust
New Hampshire
$348K +$345K +6,784 New
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$346K +$5.09K +100 +2%
WG
105
Winton Group
United Kingdom
$342K -$85.1K -1,672 -20%
AAS
106
Annex Advisory Services
Wisconsin
$332K +$105K +2,056 +47%
Creative Planning
107
Creative Planning
Kansas
$311K +$308K +6,051 New
ZIM
108
Zacks Investment Management
Illinois
$306K -$39.8K -782 -12%
HF
109
HRT Financial
New York
$304K -$567K -11,141 -65%
SWMP
110
Signature Wealth Management Partners
New Jersey
$302K
Squarepoint
111
Squarepoint
New York
$302K +$299K +5,873 New
LSV Asset Management
112
LSV Asset Management
Illinois
$298K +$295K +5,800 New
American Century Companies
113
American Century Companies
Missouri
$292K +$43.9K +863 +18%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$282K -$262K -5,155 -48%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$274K +$1.78K +35 +0.7%
MA
116
MKT Advisors
California
$270K
SAM
117
Shell Asset Management
Netherlands
$257K -$52.3K -1,027 -17%
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$257K
GC
119
Guggenheim Capital
Illinois
$254K +$251K +4,936 New
MPM
120
Meritage Portfolio Management
Kansas
$253K +$19.8K +390 +9%
VIA
121
Virtus Investment Advisers
Connecticut
$252K
RP
122
Riverwater Partners
Wisconsin
$250K +$1.27K +25 +0.5%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$236K
ASRS
124
Arizona State Retirement System
Arizona
$232K +$8.55K +168 +4%
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$221K -$178K -3,492 -45%

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.