Unitil
UTL
170 hedge funds and large institutions have $515M invested in Unitil in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 78 reducing their positions, and 20 closing their positions.
226% more call options, than puts
Call options by funds: $248K | Put options by funds: $76K
0.51% less ownership
Funds ownership: 75.36% → 74.85% (-0.51%)
6% less funds holding
Funds holding: 180 → 170 (-10)
16% less capital invested
Capital invested by funds: $615M → $515M (-$100M)
36% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 78
40% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.65M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.53M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$2.21M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$1.63M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.13M |
| 2 |
Morgan Stanley
New York
|
-$1.71M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$1.31M |
| 4 |
Goldman Sachs
New York
|
-$1.22M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$1.07M |
UTL Hedge Fund Activity: Q3 2023 in Review
170 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2023, worth a combined $515M — down 16% from $615M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of UTL and 12 opened new positions — a net loss of 8 holders — while 78 trimmed existing stakes and 50 added.
The largest buyer was Osaic Holdings, adding an estimated $2.65M. The largest seller was BlackRock, cutting an estimated $3.13M.
- 170 institutional investors held Unitil (UTL) as of Q3 2023, down from 180 in Q2 2023.
- Funds reported $515M of Unitil stock for Q3 2023, down 16% quarter-over-quarter.
- 12 funds opened new Unitil positions in Q3 2023 and 20 closed out, a net change of -8 holders.
- The largest Unitil buyer in Q3 2023 was Osaic Holdings, an estimated $2.65M added.
- The largest Unitil seller in Q3 2023 was BlackRock, an estimated $3.13M sold.
Based on aggregated 13F filings for Q3 2023.