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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
KWMG
126
King Wealth Management Group
Florida
$216K +$213K +4,196 New
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$214K -$16.9K -333 -7%
ACM
128
Aquatic Capital Management
Illinois
$195K +$102K +2,000 +111%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$167K +$71.7K +1,409 +76%
Wells Fargo
130
Wells Fargo
California
$166K -$74.6K -1,467 -31%
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$96.2K -$1.91M -37,502 -95%
ASN
132
Advisory Services Network
Georgia
$96K +$95.1K +1,870 New
BFEC
133
Benjamin F. Edwards & Company
Missouri
$75K
KBC Group
134
KBC Group
Belgium
$68K
AAG
135
Armstrong Advisory Group
Massachusetts
$64.9K +$64.3K +1,263 New
AIP
136
Ameritas Investment Partners
Nebraska
$64.2K
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$59.8K
BWP
138
Baldwin Wealth Partners
Massachusetts
$51.4K +$50.9K +1,000 New
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$48.9K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$34.3K -$3.77K -74 -10%
NA
141
NewEdge Advisors
Louisiana
$30.6K +$40.5K +796 New
IA
142
IFP Advisors
Florida
$24K -$1.63K -32 -6%
Dimensional Fund Advisors
143
Dimensional Fund Advisors
Texas
$22.9K +$980K +19,251 +5%
EI
144
Ellevest Inc
New York
$21.6K +$1.73K +34 +9%
US Bancorp
145
US Bancorp
Minnesota
$21.3K -$15.2K -299 -42%
BONH
146
Bank of New Hampshire
New Hampshire
$21K
AF
147
Allworth Financial
California
$20.5K
SWA
148
Sutton Wealth Advisors
Florida
$17.7K
TF
149
TimeScale Financial
Massachusetts
$16.7K
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$16K -$39.7K -781 -71%

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.