Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Uniti Group LLC (UNIT)

264 + Investors. Track Smart Money conviction in UNIT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — UNIT

Based on 265 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UNIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
265 funds currently hold this stock — 80% of the 3.0-year high of 332 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
67 fewer hedge funds hold UNIT compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

138 buying119 selling
Last quarter: 138 funds bought or added vs 119 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 51 → 50 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 14% medium 23% new
168 out of 265 hedge funds have held UNIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +9%, value -80%

Value
-79%
Shares
+8%
Last quarter: funds added +9% more shares while total portfolio value only changed -80%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

44 → 25 → 51 → 50 → 45 new funds/Q
New funds entering each quarter: 25 → 51 → 50 → 45. A growing number of institutions are discovering UNIT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

69% veterans 9% 1-2yr 22% new
Entry-cohort mix of 278 holders: 191 (69%) are 2+ year veterans, 25 entered 1–2 years ago, and 62 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
48 of 263 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UNIT

In 2026 Q1, 138 hedge funds were net buyers of UNIT (45 opened a new position, 93 added to an existing one), while 119 reduced or exited (80 trimmed, 39 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 32% of total institutional value in UNIT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 265.

Hedge Fund Ownership: UNIT

How many hedge funds hold UNIT — quarterly history vs. share price
Quarterly hedge fund ownership of UNIT vs. share price

Market Analysis: UNIT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UNIT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Uniti Group LLC (UNIT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UNIT has moved relative to its sector benchmark (XLRE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
UNIT
-13.3%
XLRE
+2.8%

UNIT outperformed XLRE by -16.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
UNIT
+0.0%
XLRE
+0.0%

Since the filing became public, UNIT outperformed XLRE by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 5 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: UNIT
2026 Q2 Stats Unlock in 5 days 264 + Investors

Track Smart Money conviction in UNIT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 264 258 2.33%
13F Shares 231M 213M 8.66%
Total Value $1.97B $9.70B -79.7%
New Positions 44 50 -6
Increased Positions 85 82 +3
Closed Positions 38 53 -15
Reduced Positions 78 77 +1
Total Calls 9 14 -35.71%
Total Puts 6 12 -50.0%
PUT/CALL Ratio 0.67 0.86 Bullish

Statistics: UNIT

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Financial Highlights

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Institutional Holders (2026 Q2)

264 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UNIT. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 UNIT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sentinel Dome Partners, LLC 11.73% 1,401,907 $16.1M
2 Arena Capital Advisors, LLC- CA 4.67% 845,826 $9.7M
3 Diameter Capital Partners LP 3.70% 4,000,000 $45.9M
4 Bracebridge Capital, LLC 1.66% 8,023,590 $92.0M
5 Apollo Management Holdings, L.P. 1.37% 10,638,901 $122.0M
6 Unifi Asset Management LP 0.64% 134,169 $941K
7 Hussman Strategic Advisors, INC. 0.28% 105,000 $1.2M
8 BW Gestao de Investimentos Ltda. 0.23% 1,028,818 $11.8M
9 Bridgefront Capital, LLC 0.14% 46,291 $531K
10 LMR Partners LLP 0.13% 3,135,000 $36.0M
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.13% 9,268,130 $106.3M
12 Quinn Opportunity Partners LLC 0.11% 211,018 $2.4M
13 Mizuho Markets Americas LLC 0.11% 611,146 $7.0M
14 BTG Pactual Asset Management US LLC 0.10% 138,000 $1.6M
15 Pinnacle Associates Ltd 0.09% 683,800 $7.8M
16 Verition Fund Management LLC 0.08% 1,345,900 $15.4M
17 LMR Partners LLP 0.07% 1,669,000 $19.1M
18 Verition Fund Management LLC 0.07% 1,207,984 $13.9M
19 TMB Capital Partners, LLC 0.06% 16,696 $192K
20 Jackson Thornton Wealth Management, LLC 0.04% 45,164 $518K
21 Sound Capital Solutions LLC 0.04% 14,226 $163K
22 Nomura Holdings Inc 0.03% 2,604,099 $29.9M
23 Hilton Head Capital Partners, LLC 0.03% 5,982 $69K
24 Adkins Seale Capital Management LLC 0.03% 4,642 $33K
25 Voisard Asset Management Group, INC. 0.03% 14,500 $166K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Uniti Group LLC (UNIT)

What does the Smart Money Trend signal show for UNIT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UNIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UNIT?

Slight buying edge — 54% buying: Last quarter: 138 funds bought or added vs 119 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UNIT holders?

Strong quality — 32% AUM from major funds: 48 of 263 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UNIT?

63% of holders stayed for 2+ years: 168 out of 265 hedge funds have held UNIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Uniti Group LLC (UNIT) following the 2026 Q2 hedge fund 13F filings?

As of today, UNIT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLRE sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), UNIT has gained -13.3% vs +2.8% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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