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150 hedge funds and large institutions have $491M invested in Unitil in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

6% more funds holding

Funds holding: 141150 (+9)

0.03% more ownership

Funds ownership: 65.15%65.18% (+0.03%)

0% less capital invested

Capital invested by funds: $493M → $491M (-$2.25M)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
48
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GF
26
Gabelli Funds
New York
$3.65M
PAM
27
Panagora Asset Management
Massachusetts
$3.56M -$1.24M -24,853 -26%
SEI Investments
28
SEI Investments
Pennsylvania
$3.55M -$648 -13 -0%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.55M +$84.8K +1,703 +2%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$3M -$286K -5,735 -9%
Man Group
31
Man Group
United Kingdom
$2.8M -$1.39M -27,807 -33%
LSV Asset Management
32
LSV Asset Management
Illinois
$2.44M
AG
33
Aperio Group
California
$2.38M -$490K -9,840 -17%
EBIM
34
Eagle Boston Investment Management
Massachusetts
$2.25M -$7.56M -151,684 -77%
Hotchkis & Wiley Capital Management
35
Hotchkis & Wiley Capital Management
California
$2.12M -$409K -8,203 -16%
Morgan Stanley
36
Morgan Stanley
New York
$2.11M -$2.41M -48,448 -54%
HAI
37
Hennessy Advisors Inc
California
$2.09M -$299K -6,000 -13%
Deutsche Bank
38
Deutsche Bank
Germany
$2.08M -$870K -17,456 -30%
Bank of America
39
Bank of America
North Carolina
$1.93M +$259K +5,206 +16%
Victory Capital Management
40
Victory Capital Management
Texas
$1.92M +$158K +3,168 +9%
Bessemer Group
41
Bessemer Group
New Jersey
$1.81M +$438K +8,800 +33%
Invesco
42
Invesco
Georgia
$1.67M +$301K +6,041 +22%
TA
43
Teachers Advisors
New York
$1.64M
Assenagon Asset Management
44
Assenagon Asset Management
Luxembourg
$1.48M -$485K -9,734 -25%
TCIM
45
TIAA CREF Investment Management
New York
$1.47M -$38.6K -775 -3%
Fuller & Thaler Asset Management
46
Fuller & Thaler Asset Management
California
$1.42M -$360K -7,229 -21%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.33M -$24.9K -500 -2%
GC
48
Globeflex Capital
California
$1.24M
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.15M +$25.6K +514 +2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$1.07M +$343K +6,875 +48%

UTL Hedge Fund Activity: Q4 2018 in Review

150 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2018, worth a combined $491M — down 0.46% from $493M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UTL positions and 12 closed out — a net gain of 9 holders — while 48 added to existing stakes and 54 trimmed.

The largest buyer was Monarch Partners Asset Management, adding an estimated $6.5M. The largest seller was Eagle Boston Investment Management, cutting an estimated $7.56M.

  • 150 institutional investors held Unitil (UTL) as of Q4 2018, up from 141 in Q3 2018.
  • Funds reported $491M of Unitil stock for Q4 2018, down 0.46% quarter-over-quarter.
  • 21 funds opened new Unitil positions in Q4 2018 and 12 closed out, a net change of +9 holders.
  • The largest Unitil buyer in Q4 2018 was Monarch Partners Asset Management, an estimated $6.5M added.
  • The largest Unitil seller in Q4 2018 was Eagle Boston Investment Management, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2018.