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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
PSB
151
Piscataqua Savings Bank
New Hampshire
$15.4K
S
152
SignatureFD
Georgia
$13.6K -$3.15K -62 -19%
SPIA
153
Steward Partners Investment Advisory
New York
$13.1K
LC
154
Lindbrook Capital
California
$10.6K -$153 -3 -1%
BHWM
155
Beaird Harris Wealth Management
Texas
$10.3K
HI
156
Harbour Investments
Wisconsin
$10.3K
TRCT
157
Tower Research Capital (TRC)
New York
$10K -$642K -12,620 -98%
QCG
158
Quadrant Capital Group
Ohio
$9.4K -$12.7K -250 -58%
CT
159
Cambridge Trust
Massachusetts
$9K
BTI
160
Blue Trust Inc
Georgia
$8K +$4.33K +85 +100%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$7.91K
TCOV
162
Trust Company of Vermont
Vermont
$7.7K
HPC
163
HM Payson & Co
Maine
$7.29K
FHA
164
First Horizon Advisors
Tennessee
$6.57K -$1.58K -31 -19%
Federated Hermes
165
Federated Hermes
Pennsylvania
$5.96K +$5.9K +116 New
VCM
166
Versant Capital Management
Arizona
$5.55K -$254 -5 -4%
Bessemer Group
167
Bessemer Group
New Jersey
$4K
EWA
168
EverSource Wealth Advisors
Alabama
$2.41K +$2.39K +47 New
PFBT
169
Parkside Financial Bank & Trust
Missouri
$1.75K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$1K -$814 -16 -44%
CAM
171
ClariVest Asset Management
California
$1K
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$1K +$814 +16 New
ECM
173
Everence Capital Management
Indiana
$799
FFA
174
Farther Finance Advisors
California
$616 +$611 +12 New
PA
175
Parallel Advisors
California
$573

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.