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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
GWMIA
151
Global Wealth Management Investment Advisory
Florida
$14K
UB
152
UMB Bank
Missouri
$13K -$9.87K -202 -43%
SPIA
153
Steward Partners Investment Advisory
New York
$13K
LC
154
Lindbrook Capital
California
$12K +$12K +245 New
TRCT
155
Tower Research Capital (TRC)
New York
$10K -$4.25K -87 -30%
AF
156
Allworth Financial
California
$10K
BHWM
157
Beaird Harris Wealth Management
Texas
$10K
CT
158
Cambridge Trust
Massachusetts
$9K
EW
159
Evoke Wealth
California
$8K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$8K +$2.69K +55 +56%
HPC
161
HM Payson & Co
Maine
$7K
QCG
162
Quadrant Capital Group
Ohio
$5K +$1.91K +39 +70%
TWA
163
TCI Wealth Advisors
Arizona
$5K +$4.79K +98 New
Bessemer Group
164
Bessemer Group
New Jersey
$4K -$147 -3 -4%
HR
165
Howe & Rusling
New York
$4K
TFO
166
Tarbox Family Office
California
$4K
MAM
167
Meeder Asset Management
Ohio
$4K +$4.3K +88 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$2K -$293 -6 -13%
IA
169
IFP Advisors
Florida
$2K
PA
170
Parallel Advisors
California
$1K -$3.52K -72 -77%
PCG
171
Private Capital Group
Connecticut
$1K -$1.17K -24 -55%
C
172
Covestor
United Kingdom
$1K -$98 -2 -15%
VCM
173
Versant Capital Management
Arizona
$1K -$49 -1 -6%
Toronto Dominion Bank
174
Toronto Dominion Bank
Ontario, Canada
$1K +$880 +18 +900%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
-$811K -17,627 Closed

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.