We are live on ! Find out more
UTL icon

Unitil
UTL

128 hedge funds and large institutions have $424M invested in Unitil in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 125 → 128 (+3)

1.27% more ownership

Funds ownership: 59.39% → 60.66% (+1.3%)

5% more capital invested

Capital invested by funds: $405M → $424M (+$19.1M)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
51
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FP
Foundry Partners
Minnesota
+$3.21M
2
Goldman Sachs
Goldman Sachs
New York
+$3.18M
3
EBIM
Eagle Boston Investment Management
Massachusetts
+$2.65M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.36M
5
ACB
Aristotle Capital Boston
Massachusetts
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.88M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.76M
3
N
Nuveen
North Carolina
-$1.54M
4
Millennium Management
Millennium Management
New York
-$1.49M
5
LSV Asset Management
LSV Asset Management
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$3.74M -$1.24M -24,943 -25%
GF
27
Gabelli Funds
New York
$3.57M – – –
PAM
28
Panagora Asset Management
Massachusetts
$3.55M +$282K +5,673 +9%
Morgan Stanley
29
Morgan Stanley
New York
$3.3M +$955K +19,185 +40%
NI
30
Numeric Investors
Massachusetts
$3.26M -$197K -3,951 -6%
NFG
31
Next Financial Group
Texas
$3.16M +$541K +10,878 +22%
HAI
32
Hennessy Advisors Inc
California
$3.14M -$99.6K -2,000 -3%
Bank of America
33
Bank of America
North Carolina
$3.03M +$453K +9,107 +17%
Deutsche Bank
34
Deutsche Bank
Germany
$2.79M -$81.7K -1,642 -3%
Millennium Management
35
Millennium Management
New York
$2.13M -$1.49M -29,858 -41%
TCIM
36
TIAA CREF Investment Management
New York
$2.07M +$227K +4,570 +12%
CS
37
Credit Suisse
Switzerland
$2.04M +$715K +14,367 +53%
AQR Capital Management
38
AQR Capital Management
Connecticut
$2.03M -$78.6K -1,580 -4%
Bessemer Group
39
Bessemer Group
New Jersey
$1.75M +$4.98K +100 +0.3%
AG
40
Aperio Group
California
$1.66M +$199K +3,991 +14%
N
41
Nuveen
North Carolina
$1.58M -$1.54M -30,929 -49%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$1.49M -$3.88M -77,925 -72%
SIM
43
Spark Investment Management
New York
$1.49M – – –
TA
44
Teachers Advisors
New York
$1.47M – – –
SEI Investments
45
SEI Investments
Pennsylvania
$1.4M +$142K +2,849 +11%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.34M +$162K +3,251 +14%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.3M +$904K +18,167 +222%
Boston Partners
48
Boston Partners
Massachusetts
$1.26M +$538K +10,800 +73%
Invesco
49
Invesco
Georgia
$1.23M +$40.5K +814 +3%
ACM
50
Ativo Capital Management
Illinois
$1.19M +$49.8K +1,000 +4%
1
2
3 4 5

UTL Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2017, worth a combined $424M — up 4.7% from $405M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UTL positions and 9 closed out — a net gain of 3 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Foundry Partners, adding an estimated $3.21M. The largest seller was Acadian Asset Management, cutting an estimated $3.88M.

  • 128 institutional investors held Unitil (UTL) as of Q3 2017, up from 125 in Q2 2017.
  • Funds reported $424M of Unitil stock for Q3 2017, up 4.7% quarter-over-quarter.
  • 12 funds opened new Unitil positions in Q3 2017 and 9 closed out, a net change of +3 holders.
  • The largest Unitil buyer in Q3 2017 was Foundry Partners, an estimated $3.21M added.
  • The largest Unitil seller in Q3 2017 was Acadian Asset Management, an estimated $3.88M sold.

Based on aggregated 13F filings for Q3 2017.