Unitil
UTL
189 hedge funds and large institutions have $674M invested in Unitil in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 14 closing their positions.
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
14% more capital invested
Capital invested by funds: $588M → $674M (+$85.1M)
6% more funds holding
Funds holding: 179 → 189 (+10)
0.78% less ownership
Funds ownership: 74.31% → 73.52% (-0.78%)
6% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$9.69M |
| 2 |
JP Morgan Chase
New York
|
+$5.36M |
| 3 |
Millennium Management
New York
|
+$3.44M |
| 4 |
BlackRock
New York
|
+$2.42M |
| 5 |
Goldman Sachs
New York
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$9.96M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$5.47M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$2.92M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.93M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.8M |
UTL Hedge Fund Activity: Q1 2023 in Review
189 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2023, worth a combined $674M — up 14% from $588M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new UTL positions and 14 closed out — a net gain of 13 holders — while 60 added to existing stakes and 64 trimmed.
The largest buyer was Great Lakes Advisors, opening a new position worth an estimated $9.69M. The largest seller was Victory Capital Management, cutting an estimated $9.96M.
- 189 institutional investors held Unitil (UTL) as of Q1 2023, up from 179 in Q4 2022.
- Funds reported $674M of Unitil stock for Q1 2023, up 14% quarter-over-quarter.
- 27 funds opened new Unitil positions in Q1 2023 and 14 closed out, a net change of +13 holders.
- The largest Unitil buyer in Q1 2023 was Great Lakes Advisors, an estimated $9.69M added.
- The largest Unitil seller in Q1 2023 was Victory Capital Management, an estimated $9.96M sold.
Based on aggregated 13F filings for Q1 2023.