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Unitil
UTL

143 hedge funds and large institutions have $444M invested in Unitil in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.39% more ownership

Funds ownership: 62.94% → 64.33% (+1.4%)

4% more capital invested

Capital invested by funds: $425M → $444M (+$18.5M)

0% more funds holding

Funds holding: 143 → 143 (0)

Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
58
Reduced
42
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAM
Impax Asset Management
New Hampshire
+$4.36M
2
AL
AJO LP
Pennsylvania
+$4.11M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.07M
4
SHA
Shelter Harbor Advisors
Connecticut
+$2.43M
5
ACB
Aristotle Capital Boston
Massachusetts
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
MWNA
Marshall Wace North America
New York
-$2.33M
2
Morgan Stanley
Morgan Stanley
New York
-$1.89M
3
N
Nuveen
North Carolina
-$1.78M
4
State Street
State Street
Massachusetts
-$1.57M
5
SIM
Spark Investment Management
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
26
First Manhattan
New York
$4.16M +$5.92K +135 +0.2%
BFS
27
Bradley Foster & Sargent
Connecticut
$4.11M – – –
Charles Schwab
28
Charles Schwab
California
$4M +$318K +7,257 +9%
MAM
29
Martingale Asset Management
Massachusetts
$3.41M -$132K -3,000 -4%
GF
30
Gabelli Funds
New York
$3.35M – – –
NFG
31
Next Financial Group
Texas
$2.78M +$41.5K +945 +2%
DGHMC
32
Dalton, Greiner, Hartman, Maher & Co
New York
$2.64M -$212K -4,841 -8%
Bank of America
33
Bank of America
North Carolina
$2.58M +$52.6K +1,199 +2%
SEI Investments
34
SEI Investments
Pennsylvania
$2.51M +$530K +12,078 +29%
AQR Capital Management
35
AQR Capital Management
Connecticut
$2.49M +$179K +4,070 +8%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.46M -$208K -4,731 -8%
Deutsche Bank
37
Deutsche Bank
Germany
$2.33M -$1.12M -25,560 -34%
TCIM
38
TIAA CREF Investment Management
New York
$2.32M +$15.9K +363 +0.7%
HAI
39
Hennessy Advisors Inc
California
$2.28M -$483K -11,000 -18%
Morgan Stanley
40
Morgan Stanley
New York
$2.27M -$1.89M -43,180 -47%
Millennium Management
41
Millennium Management
New York
$2.25M +$634K +14,442 +43%
LSV Asset Management
42
LSV Asset Management
Illinois
$2.24M – – –
MIM
43
Monashee Investment Management
Massachusetts
$2.09M +$1.97M +45,000 New
AG
44
Aperio Group
California
$2.08M +$392K +8,938 +25%
Citadel Advisors
45
Citadel Advisors
Florida
$1.87M +$807K +18,390 +84%
CS
46
Credit Suisse
Switzerland
$1.76M +$35.6K +811 +2%
Franklin Resources
47
Franklin Resources
California
$1.63M +$1.54M +35,162 New
Victory Capital Management
48
Victory Capital Management
Texas
$1.44M +$276K +6,294 +25%
TA
49
Teachers Advisors
New York
$1.37M +$73.7K +1,679 +6%
GCP
50
GSA Capital Partners
United Kingdom
$1.33M +$568K +12,954 +82%
1
2
3 4 5

UTL Hedge Fund Activity: Q1 2018 in Review

143 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2018, worth a combined $444M — up 4.3% from $425M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UTL positions and 16 closed out — a net gain of 2 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Impax Asset Management, adding an estimated $4.36M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $2.33M sold.

  • 143 institutional investors held Unitil (UTL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $444M of Unitil stock for Q1 2018, up 4.3% quarter-over-quarter.
  • 18 funds opened new Unitil positions in Q1 2018 and 16 closed out, a net change of +2 holders.
  • The largest Unitil buyer in Q1 2018 was Impax Asset Management, an estimated $4.36M added.
  • The largest Unitil seller in Q1 2018 was Marshall Wace North America, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2018.