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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
BlackRock
1
BlackRock
New York
$150M +$962K +18,913 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$62.8M -$78.7K -1,546 -0.1%
State Street
3
State Street
Massachusetts
$30M -$2.24M -44,108 -7%
Renaissance Technologies
4
Renaissance Technologies
New York
$24.8M -$1.95M -38,400 -7%
ACB
5
Aristotle Capital Boston
Massachusetts
$22.7M -$834K -16,387 -4%
BTW
6
Boston Trust Walden
Massachusetts
$18M -$89.6K -1,760 -0.5%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.9M +$2.77M +54,515 +18%
FCM
8
Frontier Capital Management
Massachusetts
$15.6M -$422K -8,292 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$15.2M +$634K +12,465 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$13M +$950K +18,680 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$12.4M -$1.26M -24,837 -9%
Northern Trust
12
Northern Trust
Illinois
$10.9M +$62.9K +1,236 +0.6%
Morgan Stanley
13
Morgan Stanley
New York
$10.6M -$801K -15,747 -7%
Victory Capital Management
14
Victory Capital Management
Texas
$10.1M -$3.83M -75,204 -28%
Charles Schwab
15
Charles Schwab
California
$9.79M -$31.6K -621 -0.3%
RCAMU
16
Rothschild & Co Asset Management US
Connecticut
$9.46M -$58.1K -1,141 -0.6%
Invesco
17
Invesco
Georgia
$9.16M +$5.86M +115,238 +183%
N
18
Nuveen
North Carolina
$6.44M -$868K -17,067 -12%
SEI Investments
19
SEI Investments
Pennsylvania
$6.13M -$30K -590 -0.5%
Allianz Asset Management
20
Allianz Asset Management
Germany
$5.82M -$205K -4,032 -3%
FP
21
Foundry Partners
Minnesota
$5.78M +$25.9K +510 +0.5%
Ameriprise
22
Ameriprise
Minnesota
$5.38M -$349K -6,855 -6%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.16M +$71.3K +1,402 +1%
PI
24
Putnam Investments
Massachusetts
$5.02M +$249K +4,899 +5%
MPAM
25
Monarch Partners Asset Management
Massachusetts
$4.42M -$1.8M -35,376 -29%

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.