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Unitil
UTL

180 hedge funds and large institutions have $615M invested in Unitil in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 57

1.84% more ownership

Funds ownership: 73.52% → 75.36% (+1.8%)

5% less funds holding

Funds holding: 189 → 180 (-9)

9% less capital invested

Capital invested by funds: $674M → $615M (-$58.6M)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
69
Reduced
57
Closed
22
Calls
$299K
Puts
–
Net Calls
+$299K
Net Calls Change
-$328K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$8.42M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$6.1M
3
Invesco
Invesco
Georgia
+$2.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.76M
5
Wells Fargo
Wells Fargo
California
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.25M
2
Millennium Management
Millennium Management
New York
-$2.8M
3
GLA
Great Lakes Advisors
Illinois
-$1.99M
4
Morgan Stanley
Morgan Stanley
New York
-$1.02M
5
CIC
Cornercap Investment Counsel
Georgia
-$918K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
151
TimeScale Financial
Massachusetts
$18.6K +$111 +2 +0.5%
US Bancorp
152
US Bancorp
Minnesota
$15.3K -$7.1K -128 -30%
PSB
153
Piscataqua Savings Bank
New Hampshire
$15.2K – – –
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$15K -$166 -3 -1%
GWMIA
155
Global Wealth Management Investment Advisory
Florida
$14.2K +$15.5K +280 New
SPIA
156
Steward Partners Investment Advisory
New York
$13K – – –
S
157
SignatureFD
Georgia
$11.5K -$2.11K -38 -14%
QCG
158
Quadrant Capital Group
Ohio
$11.5K +$1.33K +24 +12%
WTG
159
West Tower Group
Virginia
$10.4K +$11.4K +205 New
HI
160
Harbour Investments
Wisconsin
$10.1K – – –
LC
161
Lindbrook Capital
California
$10.1K +$666 +12 +6%
NA
162
NewEdge Advisors
Louisiana
$10.1K +$2.66K +48 +32%
BTI
163
Blue Trust Inc
Georgia
$10K – – –
CT
164
Cambridge Trust
Massachusetts
$8.93K – – –
TCOV
165
Trust Company of Vermont
Vermont
$7.61K – – –
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$7.2K – – –
HPC
167
HM Payson & Co
Maine
$7.2K – – –
FHA
168
First Horizon Advisors
Tennessee
$6.49K – – –
BHWM
169
Beaird Harris Wealth Management
Texas
$5.07K -$5.55K -100 -50%
Bessemer Group
170
Bessemer Group
New Jersey
$4K – – –
HNB
171
Huntington National Bank
Ohio
$1.83K +$2K +36 New
PFBT
172
Parkside Financial Bank & Trust
Missouri
$1.73K – – –
VCM
173
Versant Capital Management
Arizona
$1.32K +$832 +15 +136%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$1.27K – – –
CAM
175
ClariVest Asset Management
California
$1K – – –
5 6
7
8 9

UTL Hedge Fund Activity: Q2 2023 in Review

180 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2023, worth a combined $615M — down 8.7% from $674M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of UTL and 13 opened new positions — a net loss of 9 holders — while 57 trimmed existing stakes and 69 added.

The largest buyer was JP Morgan Chase, adding an estimated $8.42M. The largest seller was Citadel Advisors, cutting an estimated $3.25M.

  • 180 institutional investors held Unitil (UTL) as of Q2 2023, down from 189 in Q1 2023.
  • Funds reported $615M of Unitil stock for Q2 2023, down 8.7% quarter-over-quarter.
  • 13 funds opened new Unitil positions in Q2 2023 and 22 closed out, a net change of -9 holders.
  • The largest Unitil buyer in Q2 2023 was JP Morgan Chase, an estimated $8.42M added.
  • The largest Unitil seller in Q2 2023 was Citadel Advisors, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2023.