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Unitil
UTL

119 hedge funds and large institutions have $262M invested in Unitil in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

24% more capital invested

Capital invested by funds: $212M → $262M (+$50M)

4% more funds holding

Funds holding: 114 → 119 (+5)

2.6% more ownership

Funds ownership: 49.09% → 51.69% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
3.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
40
Reduced
38
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.33M
2
SFM
Systematic Financial Management
New Jersey
+$2.23M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.86M
4
BFA
BlackRock Fund Advisors
California
+$1.86M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.11M
2
Morgan Stanley
Morgan Stanley
New York
-$1.74M
3
TC
TFS Capital
Pennsylvania
-$870K
4
Millennium Management
Millennium Management
New York
-$737K
5
KCM
Kennedy Capital Management
Missouri
-$511K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$917K -$354K -10,137 -29%
AAM
52
Advisors Asset Management
Colorado
$894K +$405K +11,600 +91%
NSIM
53
North Star Investment Management
Illinois
$860K – – –
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$829K +$789K +22,618 New
GC
55
Guggenheim Capital
Illinois
$819K +$284K +8,152 +57%
TA
56
Teachers Advisors
New York
$813K +$41.6K +1,192 +6%
Invesco
57
Invesco
Georgia
$752K +$44.5K +1,277 +7%
NFA
58
Nationwide Fund Advisors
Ohio
$735K -$28K -803 -4%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$726K – – –
ZIM
60
Zacks Investment Management
Illinois
$709K -$76.6K -2,196 -10%
OC
61
Oppenheimer & Co
New York
$709K – – –
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$682K +$59.3K +1,700 +10%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$631K +$600K +17,200 New
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$609K -$10.5K -300 -2%
NCCM
65
Nine Chapters Capital Management
New Jersey
$546K +$520K +14,900 New
MERSOM
66
Municipal Employees' Retirement System of Michigan
Michigan
$524K +$499K +14,300 New
Wells Fargo
67
Wells Fargo
California
$511K +$42.9K +1,231 +10%
Swiss National Bank
68
Swiss National Bank
Switzerland
$502K – – –
B
69
Baird
Wisconsin
$499K -$29.6K -850 -6%
CIC
70
Cornercap Investment Counsel
Georgia
$479K – – –
Public Employees Retirement Association of Colorado
71
Public Employees Retirement Association of Colorado
Colorado
$462K – – –
GMIM
72
General Motors Investment Management
New York
$454K – – –
AG
73
Aperio Group
California
$436K -$108K -3,108 -21%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$425K – – –
Goldman Sachs
75
Goldman Sachs
New York
$382K -$111K -3,187 -23%
1 2
3
4 5

UTL Hedge Fund Activity: Q4 2014 in Review

119 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2014, worth a combined $262M — up 24% from $212M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UTL positions and 6 closed out — a net gain of 9 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $2.33M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $5.11M.

  • 119 institutional investors held Unitil (UTL) as of Q4 2014, up from 114 in Q3 2014.
  • Funds reported $262M of Unitil stock for Q4 2014, up 24% quarter-over-quarter.
  • 15 funds opened new Unitil positions in Q4 2014 and 6 closed out, a net change of +9 holders.
  • The largest Unitil buyer in Q4 2014 was Acadian Asset Management, an estimated $2.33M added.
  • The largest Unitil seller in Q4 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $5.11M sold.

Based on aggregated 13F filings for Q4 2014.