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176 hedge funds and large institutions have $589M invested in Unitil in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $518M → $589M (+$71.1M)

7% more funds holding

Funds holding: 164176 (+12)

1.12% more ownership

Funds ownership: 72.53%73.65% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

Holders
176
Holders Change
+12
Holders Change %
+7.32%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
58
Reduced
60
Closed
15
Calls
$349K
Puts
Net Calls
+$349K
Net Calls Change
+$349K
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
126
GSA Capital Partners
United Kingdom
$209K +$204K +4,182 New
KWMG
127
King Wealth Management Group
Florida
$209K +$205K +4,196 New
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$133K -$261K -5,337 -67%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$130K
MOACM
130
Mutual of America Capital Management
New York
$115K +$5.82K +119 +5%
QT
131
Quantbot Technologies
New York
$114K +$79.4K +1,624 +240%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$73K
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$69K +$29.2K +597 +76%
AIP
134
Ameritas Investment Partners
Nebraska
$62K
US Bancorp
135
US Bancorp
Minnesota
$59K -$53.7K -1,099 -48%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$59K +$440 +9 +0.8%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$58K
ARMC
138
American Research & Management Company
Massachusetts
$50K
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$47.5K -$171K -3,498 -79%
HWMA
140
Heritage Wealth Management (Arizona)
Arizona
$36K +$35.1K +718 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$30K +$18.3K +375 +162%
VI
142
Vestcor Inc
New Brunswick, Canada
$29K
EI
143
Ellevest Inc
New York
$26K -$51.6K -1,056 -67%
ACM
144
Aquatic Capital Management
Illinois
$25K +$24.4K +500 New
BONH
145
Bank of New Hampshire
New Hampshire
$20K +$19.5K +400 New
COCM
146
Charter Oak Capital Management
New Hampshire
$19K +$49 +1 +0.3%
TF
147
TimeScale Financial
Massachusetts
$18K +$49 +1 +0.3%
SWA
148
Sutton Wealth Advisors
Florida
$17.2K +$391 +8 +2%
S
149
SignatureFD
Georgia
$17K -$684 -14 -4%
PSB
150
Piscataqua Savings Bank
New Hampshire
$15K

UTL Hedge Fund Activity: Q1 2022 in Review

176 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2022, worth a combined $589M — up 14% from $518M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UTL positions and 15 closed out — a net gain of 15 holders — while 58 added to existing stakes and 60 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $6.08M. The largest seller was Tributary Capital Management, cutting an estimated $7.81M.

  • 176 institutional investors held Unitil (UTL) as of Q1 2022, up from 164 in Q4 2021.
  • Funds reported $589M of Unitil stock for Q1 2022, up 14% quarter-over-quarter.
  • 30 funds opened new Unitil positions in Q1 2022 and 15 closed out, a net change of +15 holders.
  • The largest Unitil buyer in Q1 2022 was Victory Capital Management, an estimated $6.08M added.
  • The largest Unitil seller in Q1 2022 was Tributary Capital Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2022.