We are live on ! Find out more

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
FMII
176
Farmers & Merchants Investments Inc
Nebraska
$565
BIA
177
Bell Investment Advisors
California
$514
CS
178
Comerica Securities
Michigan
$154 +$153 +3 New
Norges Bank
179
Norges Bank
Norway
-$2.3M -49,500 Closed
IA
180
Icon Advisers
Colorado
-$1.45M -31,289 Closed
GCM
181
Graham Capital Management
Connecticut
-$824K -17,754 Closed
AIMCA
182
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$594K -12,791 Closed
Asset Management One
183
Asset Management One
Japan
-$462K -9,962 Closed
JF
184
Jump Financial
Illinois
-$237K -5,112 Closed
Millennium Management
185
Millennium Management
New York
-$232K -5,000 Closed
1IA
186
1620 Investment Advisors
Massachusetts
-$211K -4,538 Closed
ECM
187
ExodusPoint Capital Management
New York
-$200K -4,306 Closed
MOACM
188
Mutual of America Capital Management
New York
-$148K -3,190 Closed
SOW
189
State of Wyoming
Wyoming
-$18K -391 Closed
UB
190
UMB Bank
Missouri
-$10K -208 Closed
MAM
191
Meeder Asset Management
Ohio
-$9K -189 Closed
EW
192
Evoke Wealth
California
-$7K -156 Closed
TWA
193
TCI Wealth Advisors
Arizona
-$4K -91 Closed
HR
194
Howe & Rusling
New York
-$3K -55 Closed
C
195
Covestor
United Kingdom
+$51 +1 New

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.