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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
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$428K -$5.34K -100 -1%
Jane Street
102
Jane Street
New York
$426K +$398K +7,463 New
Cerity Partners
103
Cerity Partners
New York
$404K +$4.49K +84 +1%
Wells Fargo
104
Wells Fargo
California
$399K +$200K +3,752 +116%
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$396K +$372K +6,959 New
American Century Companies
106
American Century Companies
Missouri
$395K +$70K +1,311 +23%
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$390K – – –
PP
108
PDT Partners
New York
$387K +$363K +6,793 New
NHT
109
New Hampshire Trust
New Hampshire
$387K – – –
AB
110
Amalgamated Bank
New York
$381K -$30.8K -576 -8%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$379K -$5.34K -100 -1%
CSS
112
Cubist Systematic Strategies
Connecticut
$377K +$353K +6,616 New
KBC Group
113
KBC Group
Belgium
$374K +$280K +5,237 +395%
GC
114
Guggenheim Capital
Illinois
$366K +$79.2K +1,483 +30%
Creative Planning
115
Creative Planning
Kansas
$351K +$5.23K +98 +2%
SWMP
116
Signature Wealth Management Partners
New Jersey
$335K – – –
LSV Asset Management
117
LSV Asset Management
Illinois
$331K – – –
WG
118
Winton Group
United Kingdom
$317K -$58.5K -1,095 -16%
MA
119
MKT Advisors
California
$307K – – –
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$304K -$534 -10 -0.2%
WAM
121
Watershed Asset Management
California
$291K +$273K +5,110 New
SAM
122
Shell Asset Management
Netherlands
$284K -$908 -17 -0.3%
RP
123
Riverwater Partners
Wisconsin
$278K +$160 +3 +0.1%
MPM
124
Meritage Portfolio Management
Kansas
$272K -$8.76K -164 -3%
VIA
125
Virtus Investment Advisers
Connecticut
$270K -$8.7K -163 -3%
3 4
5
6 7

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.