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Unitil
UTL

160 hedge funds and large institutions have $633M invested in Unitil in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 42

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 159 → 160 (+1)

0.13% more ownership

Funds ownership: 68.45% → 68.58% (+0.13%)

2% less capital invested

Capital invested by funds: $647M → $633M (-$14.8M)

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
70
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$11.6M
2
First Trust Advisors
First Trust Advisors
Illinois
+$2.92M
3
ACB
Aristotle Capital Boston
Massachusetts
+$2.44M
4
Millennium Management
Millennium Management
New York
+$2.35M
5
KOCAA
Knights of Columbus Asset Advisors
Connecticut
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$7.47M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.95M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$5.66M
4
N
Nuveen
North Carolina
-$2.88M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
26
Bradley Foster & Sargent
Connecticut
$5.47M – – –
First Manhattan
27
First Manhattan
New York
$5.05M -$167K -2,700 -3%
Man Group
28
Man Group
United Kingdom
$4.47M +$250K +4,042 +6%
GF
29
Gabelli Funds
New York
$4.46M – – –
Russell Investments Group
30
Russell Investments Group
United Kingdom
$4.33M -$1.25M -20,242 -22%
Morgan Stanley
31
Morgan Stanley
New York
$3.78M +$297K +4,800 +9%
PI
32
Putnam Investments
Massachusetts
$3.49M -$667K -10,800 -16%
AG
33
Advisor Group
Arizona
$3.46M -$68.5K -1,109 -2%
Bessemer Group
34
Bessemer Group
New Jersey
$3.24M +$5.07K +82 +0.2%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$3.14M +$766K +12,392 +32%
Fuller & Thaler Asset Management
36
Fuller & Thaler Asset Management
California
$3.09M +$36.3K +587 +1%
Bank of America
37
Bank of America
North Carolina
$3.07M +$381K +6,166 +14%
OAM
38
Oxford Asset Management
United Kingdom
$2.97M -$4.26K -69 -0.1%
First Trust Advisors
39
First Trust Advisors
Illinois
$2.92M +$2.92M +47,252 New
Millennium Management
40
Millennium Management
New York
$2.76M +$2.35M +37,956 +569%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$2.65M +$641K +10,372 +32%
Citadel Advisors
42
Citadel Advisors
Florida
$2.63M +$1.24M +20,002 +89%
AG
43
Aperio Group
California
$2.56M -$38.7K -626 -1%
AQR Capital Management
44
AQR Capital Management
Connecticut
$2.53M -$818K -13,233 -24%
Victory Capital Management
45
Victory Capital Management
Texas
$2.47M +$310K +5,012 +14%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$2.41M -$279K -4,522 -10%
GC
47
Globeflex Capital
California
$2.29M +$430K +6,960 +23%
KOCAA
48
Knights of Columbus Asset Advisors
Connecticut
$2.24M +$2.24M +36,282 New
HAI
49
Hennessy Advisors Inc
California
$2.21M -$86.5K -1,400 -4%
Deutsche Bank
50
Deutsche Bank
Germany
$2.14M +$48.1K +778 +2%
1
2
3 4 5

UTL Hedge Fund Activity: Q4 2019 in Review

160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2019, worth a combined $633M — down 2.3% from $647M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UTL positions and 15 closed out — a net gain of 3 holders — while 70 added to existing stakes and 42 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $11.6M. The largest seller was AJO LP, exiting entirely with an estimated $7.47M sold.

  • 160 institutional investors held Unitil (UTL) as of Q4 2019, up from 159 in Q3 2019.
  • Funds reported $633M of Unitil stock for Q4 2019, down 2.3% quarter-over-quarter.
  • 18 funds opened new Unitil positions in Q4 2019 and 15 closed out, a net change of +3 holders.
  • The largest Unitil buyer in Q4 2019 was Principal Financial Group, an estimated $11.6M added.
  • The largest Unitil seller in Q4 2019 was AJO LP, an estimated $7.47M sold.

Based on aggregated 13F filings for Q4 2019.