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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
Tudor Investment Corp
101
Tudor Investment Corp
Connecticut
$377K +$412K +7,432 New
NYLIM
102
New York Life Investment Management
New York
$366K -$66.4K -1,197 -14%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$352K -$444 -8 -0.1%
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$347K – – –
PP
105
PDT Partners
New York
$344K – – –
NHT
106
New Hampshire Trust
New Hampshire
$344K – – –
AB
107
Amalgamated Bank
New York
$339K +$832 +15 +0.2%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$337K -$449K -8,091 -55%
WG
109
Winton Group
United Kingdom
$337K +$59.5K +1,072 +19%
KBC Group
110
KBC Group
Belgium
$333K – – –
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$332K -$5.55K -100 -2%
Jane Street
112
Jane Street
New York
$329K -$54.3K -979 -13%
Creative Planning
113
Creative Planning
Kansas
$320K +$9.32K +168 +3%
SWMP
114
Signature Wealth Management Partners
New Jersey
$298K – – –
LSV Asset Management
115
LSV Asset Management
Illinois
$294K – – –
MPM
116
Meritage Portfolio Management
Kansas
$289K +$51.4K +927 +19%
Victory Capital Management
117
Victory Capital Management
Texas
$277K -$214K -3,855 -41%
MA
118
MKT Advisors
California
$269K – – –
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$252K -$19K -343 -6%
PAMS
120
Pictet Asset Management (Switzerland)
Switzerland
$252K +$45.7K +824 +20%
SAM
121
Shell Asset Management
Netherlands
$251K -$1.55K -28 -0.6%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$247K +$15.6K +281 +6%
RP
123
Riverwater Partners
Wisconsin
$247K – – –
VIA
124
Virtus Investment Advisers
Connecticut
$240K – – –
WAM
125
Watershed Asset Management
California
$230K -$31.7K -572 -11%
3 4
5
6 7

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.