We are live on ! Find out more

152 hedge funds and large institutions have $603M invested in Unitil in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 39

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $544M → $603M (+$58.5M)

1% more funds holding

Funds holding: 150152 (+2)

0.09% more ownership

Funds ownership: 67.41%67.5% (+0.09%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
68
Reduced
39
Closed
15
Calls
$599K
Puts
Net Calls
+$599K
Net Calls Change
+$599K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$5.11M +$206K +3,618 +4%
First Manhattan
27
First Manhattan
New York
$5.06M
Russell Investments Group
28
Russell Investments Group
United Kingdom
$5.02M +$155K +2,723 +3%
PPA
29
Parametric Portfolio Associates
Washington
$4.97M -$1.1M -19,362 -19%
DGHMC
30
Dalton, Greiner, Hartman, Maher & Co
New York
$4.83M -$8.36K -147 -0.2%
GF
31
Gabelli Funds
New York
$4.32M
PI
32
Putnam Investments
Massachusetts
$4.03M +$3.83M +67,300 New
Man Group
33
Man Group
United Kingdom
$3.63M +$137K +2,400 +4%
OAM
34
Oxford Asset Management
United Kingdom
$3.5M +$1.82M +31,927 +120%
AG
35
Advisor Group
Arizona
$3.46M -$115K -2,023 -3%
PAM
36
Panagora Asset Management
Massachusetts
$3.27M -$621K -10,914 -17%
Millennium Management
37
Millennium Management
New York
$3.2M +$2.8M +49,318 +1,185%
Bessemer Group
38
Bessemer Group
New Jersey
$2.96M +$62.6K +1,100 +2%
Fuller & Thaler Asset Management
39
Fuller & Thaler Asset Management
California
$2.94M +$1.21M +21,197 +76%
AG
40
Aperio Group
California
$2.63M -$130K -2,284 -5%
Morgan Stanley
41
Morgan Stanley
New York
$2.49M +$889K +15,631 +60%
Deutsche Bank
42
Deutsche Bank
Germany
$2.46M -$374K -6,568 -14%
Bank of America
43
Bank of America
North Carolina
$2.36M +$195K +3,425 +10%
HAI
44
Hennessy Advisors Inc
California
$2.29M -$171K -3,000 -7%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$2.1M
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1.97M +$1.17M +20,586 +167%
Assenagon Asset Management
47
Assenagon Asset Management
Luxembourg
$1.9M +$67.5K +1,186 +4%
GC
48
Globeflex Capital
California
$1.8M
Stifel Financial
49
Stifel Financial
Missouri
$1.73M +$1.64M +28,915 New
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.66M +$34.1K +600 +2%

UTL Hedge Fund Activity: Q2 2019 in Review

152 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2019, worth a combined $603M — up 11% from $544M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UTL positions and 15 closed out — a net gain of 5 holders — while 68 added to existing stakes and 39 trimmed.

The largest buyer was Nuveen, adding an estimated $10.4M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $22.2M sold.

  • 152 institutional investors held Unitil (UTL) as of Q2 2019, up from 150 in Q1 2019.
  • Funds reported $603M of Unitil stock for Q2 2019, up 11% quarter-over-quarter.
  • 20 funds opened new Unitil positions in Q2 2019 and 15 closed out, a net change of +5 holders.
  • The largest Unitil buyer in Q2 2019 was Nuveen, an estimated $10.4M added.
  • The largest Unitil seller in Q2 2019 was Adage Capital Partners, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2019.