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Unitil
UTL

125 hedge funds and large institutions have $405M invested in Unitil in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

7% more capital invested

Capital invested by funds: $378M → $405M (+$26.5M)

0% more funds holding

Funds holding: 125 → 125 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.16% less ownership

Funds ownership: 59.55% → 59.39% (-0.16%)

Holders
125
Holders Change
–
Holders Change %
0%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
47
Reduced
38
Closed
7
Calls
$561K
Puts
–
Net Calls
+$561K
Net Calls Change
+$735K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$2.72M
2
FP
Foundry Partners
Minnesota
+$1.88M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.78M
4
SIM
Spark Investment Management
New York
+$1.43M
5
PAM
Panagora Asset Management
Massachusetts
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
-$4.6M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.69M
3
N
Nuveen
North Carolina
-$3.36M
4
Two Sigma Investments
Two Sigma Investments
New York
-$975K
5
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$630K
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
26
Gabelli Funds
New York
$3.48M – – –
NI
27
Numeric Investors
Massachusetts
$3.38M +$76.1K +1,602 +2%
Charles Schwab
28
Charles Schwab
California
$3.33M +$225K +4,726 +7%
PAM
29
Panagora Asset Management
Massachusetts
$3.2M +$1.04M +21,904 +50%
HAI
30
Hennessy Advisors Inc
California
$3.16M -$9.5K -200 -0.3%
N
31
Nuveen
North Carolina
$3.04M -$3.36M -70,618 -53%
Deutsche Bank
32
Deutsche Bank
Germany
$2.8M +$617K +12,992 +29%
Bank of America
33
Bank of America
North Carolina
$2.52M +$83.4K +1,755 +3%
NFG
34
Next Financial Group
Texas
$2.42M -$182K -3,823 -7%
Morgan Stanley
35
Morgan Stanley
New York
$2.29M -$87.8K -1,848 -4%
AQR Capital Management
36
AQR Capital Management
Connecticut
$2.06M -$9.07K -191 -0.4%
FP
37
Foundry Partners
Minnesota
$1.91M +$1.88M +39,623 New
TCIM
38
TIAA CREF Investment Management
New York
$1.8M -$385K -8,108 -18%
Bessemer Group
39
Bessemer Group
New Jersey
$1.71M +$10.8K +228 +0.6%
SIM
40
Spark Investment Management
New York
$1.45M +$1.43M +30,100 New
Goldman Sachs
41
Goldman Sachs
New York
$1.45M +$978K +20,581 +221%
TA
42
Teachers Advisors
New York
$1.44M +$10.9K +229 +0.8%
AG
43
Aperio Group
California
$1.42M +$58.5K +1,232 +4%
GCP
44
GSA Capital Partners
United Kingdom
$1.38M -$104K -2,180 -7%
CS
45
Credit Suisse
Switzerland
$1.3M -$166K -3,486 -11%
SEI Investments
46
SEI Investments
Pennsylvania
$1.23M +$198K +4,170 +20%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.19M -$128K -2,700 -10%
Invesco
48
Invesco
Georgia
$1.16M +$12.3K +258 +1%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.15M -$257K -5,403 -18%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.15M +$80.8K +1,700 +8%
1
2
3 4 5

UTL Hedge Fund Activity: Q2 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2017, worth a combined $405M — up 7% from $378M a quarter earlier.

Fund positioning in UTL was balanced in Q2 2017: 7 funds opened new positions, 7 closed out, 47 added to existing stakes and 38 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.72M. The largest seller was James Investment Research, exiting entirely with an estimated $4.6M sold.

  • 125 institutional investors held Unitil (UTL) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $405M of Unitil stock for Q2 2017, up 7% quarter-over-quarter.
  • 7 funds opened new Unitil positions in Q2 2017 and 7 closed out, a net change of 0 holders.
  • The largest Unitil buyer in Q2 2017 was Millennium Management, an estimated $2.72M added.
  • The largest Unitil seller in Q2 2017 was James Investment Research, an estimated $4.6M sold.

Based on aggregated 13F filings for Q2 2017.