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Unitil
UTL

141 hedge funds and large institutions have $493M invested in Unitil in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 35

1% more capital invested

Capital invested by funds: $487M → $493M (+$6.34M)

0.97% more ownership

Funds ownership: 64.18% → 65.15% (+0.97%)

5% less funds holding

Funds holding: 149 → 141 (-8)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
53
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.14M
2
FCM
Frontier Capital Management
Massachusetts
+$2.09M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.99M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.49M
5
Goldman Sachs
Goldman Sachs
New York
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2M
2
USAA
United Services Automobile Association
Texas
-$1.21M
3
Millennium Management
Millennium Management
New York
-$909K
4
First Trust Advisors
First Trust Advisors
Illinois
-$860K
5
Two Sigma Investments
Two Sigma Investments
New York
-$847K
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
26
Man Group
United Kingdom
$4.23M +$371K +7,271 +10%
DGHMC
27
Dalton, Greiner, Hartman, Maher & Co
New York
$4.12M -$20.7K -406 -0.5%
Goldman Sachs
28
Goldman Sachs
New York
$4.01M +$1.38M +26,989 +52%
MAM
29
Martingale Asset Management
Massachusetts
$3.7M +$30.6K +600 +0.8%
GF
30
Gabelli Funds
New York
$3.67M – – –
SEI Investments
31
SEI Investments
Pennsylvania
$3.55M +$278K +5,457 +8%
JP Morgan Chase
32
JP Morgan Chase
New York
$3.48M -$204K -3,992 -6%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$3.31M -$79.6K -1,560 -2%
Deutsche Bank
34
Deutsche Bank
Germany
$2.98M -$76.7K -1,503 -2%
NFG
35
Next Financial Group
Texas
$2.95M -$101K -1,973 -3%
AG
36
Aperio Group
California
$2.89M +$153K +2,991 +6%
AQR Capital Management
37
AQR Capital Management
Connecticut
$2.79M -$92.3K -1,809 -3%
Hotchkis & Wiley Capital Management
38
Hotchkis & Wiley Capital Management
California
$2.54M +$679K +13,306 +36%
LSV Asset Management
39
LSV Asset Management
Illinois
$2.45M – – –
HAI
40
Hennessy Advisors Inc
California
$2.41M -$230K -4,500 -9%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$1.98M +$1.99M +38,983 New
Fuller & Thaler Asset Management
42
Fuller & Thaler Asset Management
California
$1.79M +$188K +3,693 +12%
Victory Capital Management
43
Victory Capital Management
Texas
$1.77M +$156K +3,056 +10%
Bank of America
44
Bank of America
North Carolina
$1.68M -$109K -2,140 -6%
TA
45
Teachers Advisors
New York
$1.64M +$62.9K +1,233 +4%
TCIM
46
TIAA CREF Investment Management
New York
$1.52M -$421K -8,246 -22%
Bessemer Group
47
Bessemer Group
New Jersey
$1.37M – – –
Invesco
48
Invesco
Georgia
$1.37M +$6.12K +120 +0.4%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.36M – – –
Boston Partners
50
Boston Partners
Massachusetts
$1.27M -$61.2K -1,200 -5%
1
2
3 4 5

UTL Hedge Fund Activity: Q3 2018 in Review

141 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2018, worth a combined $493M — up 1.3% from $487M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UTL and 11 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 53 added.

The largest buyer was Vanguard Group, adding an estimated $2.14M. The largest seller was Citadel Advisors, cutting an estimated $2M.

  • 141 institutional investors held Unitil (UTL) as of Q3 2018, down from 149 in Q2 2018.
  • Funds reported $493M of Unitil stock for Q3 2018, up 1.3% quarter-over-quarter.
  • 11 funds opened new Unitil positions in Q3 2018 and 17 closed out, a net change of -6 holders.
  • The largest Unitil buyer in Q3 2018 was Vanguard Group, an estimated $2.14M added.
  • The largest Unitil seller in Q3 2018 was Citadel Advisors, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2018.