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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
189
Holders Change
+10
Holders Change %
+5.59%
% of All Funds
3.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
64
Closed
14
Calls
$627K
Puts
–
Net Calls
+$627K
Net Calls Change
+$339K

Top Buyers

Rank Fund Capital Flow
1
GLA
Great Lakes Advisors
Illinois
+$9.69M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.36M
3
Millennium Management
Millennium Management
New York
+$3.44M
4
BlackRock
BlackRock
New York
+$2.42M
5
Goldman Sachs
Goldman Sachs
New York
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$9.96M
2
Invesco
Invesco
Georgia
-$5.47M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$2.92M
4
PAM
Panagora Asset Management
Massachusetts
-$1.93M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$169M +$2.42M +45,368 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$70.5M +$676K +12,671 +1%
State Street
3
State Street
Massachusetts
$34M +$682K +12,778 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$27.4M -$128K -2,400 -0.5%
ACB
5
Aristotle Capital Boston
Massachusetts
$25.7M +$385K +7,203 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$25.4M -$76.8K -1,438 -0.3%
BTW
7
Boston Trust Walden
Massachusetts
$20.6M +$579K +10,837 +3%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.1M +$196K +3,675 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$20.1M +$5.36M +100,420 +40%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$17.6M +$629K +11,786 +4%
FCM
11
Frontier Capital Management
Massachusetts
$16.6M -$634K -11,871 -4%
Morgan Stanley
12
Morgan Stanley
New York
$13.5M +$1.64M +30,645 +15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$13.3M -$465K -8,702 -4%
Northern Trust
14
Northern Trust
Illinois
$11.7M -$359K -6,722 -3%
Charles Schwab
15
Charles Schwab
California
$10.9M +$63.8K +1,195 +0.6%
GLA
16
Great Lakes Advisors
Illinois
$10.4M +$9.69M +181,526 New
SEI Investments
17
SEI Investments
Pennsylvania
$6.98M +$162K +3,033 +3%
N
18
Nuveen
North Carolina
$6.65M -$471K -8,816 -7%
FP
19
Foundry Partners
Minnesota
$6.4M -$24.3K -455 -0.4%
Ameriprise
20
Ameriprise
Minnesota
$5.9M -$68.4K -1,281 -1%
Principal Financial Group
21
Principal Financial Group
Iowa
$5.64M -$84.1K -1,575 -2%
PI
22
Putnam Investments
Massachusetts
$5.1M -$442K -8,287 -8%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$4.44M -$287K -5,376 -6%
Citadel Advisors
24
Citadel Advisors
Florida
$4.34M +$1.7M +31,873 +72%
Invesco
25
Invesco
Georgia
$4.33M -$5.47M -102,431 -57%
1
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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.