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Unitil
UTL

128 hedge funds and large institutions have $424M invested in Unitil in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 125 → 128 (+3)

1.27% more ownership

Funds ownership: 59.39% → 60.66% (+1.3%)

5% more capital invested

Capital invested by funds: $405M → $424M (+$19.1M)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
51
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FP
Foundry Partners
Minnesota
+$3.21M
2
Goldman Sachs
Goldman Sachs
New York
+$3.18M
3
EBIM
Eagle Boston Investment Management
Massachusetts
+$2.65M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.36M
5
ACB
Aristotle Capital Boston
Massachusetts
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.88M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.76M
3
N
Nuveen
North Carolina
-$1.54M
4
Millennium Management
Millennium Management
New York
-$1.49M
5
LSV Asset Management
LSV Asset Management
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.17M – – –
Victory Capital Management
52
Victory Capital Management
Texas
$1.15M +$262K +5,262 +29%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.1M -$119K -2,398 -10%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$1.09M +$64.7K +1,300 +6%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$1.05M -$3.98K -80 -0.4%
QI
56
QS Investors
New York
$1.01M -$7.12K -143 -0.7%
AAM
57
Advisors Asset Management
Colorado
$912K -$39.2K -787 -4%
AllianceBernstein
58
AllianceBernstein
Tennessee
$892K +$41.2K +828 +5%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$832K +$2.99K +60 +0.4%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$804K +$371K +7,463 +85%
NFA
61
Nationwide Fund Advisors
Ohio
$796K -$31.4K -631 -4%
UBS Group
62
UBS Group
Switzerland
$792K +$50K +1,005 +7%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$777K -$146K -2,939 -16%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$777K – – –
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$687K – – –
OC
66
Oppenheimer & Co
New York
$670K -$3.19K -64 -0.5%
IGIM
67
I.G. Investment Management
Manitoba, Canada
$669K +$674K +13,531 New
SAM
68
Symphony Asset Management
California
$608K -$42.7K -857 -7%
First Trust Advisors
69
First Trust Advisors
Illinois
$556K -$4.48K -90 -0.8%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$552K -$49.3K -990 -8%
Public Employees Retirement Association of Colorado
71
Public Employees Retirement Association of Colorado
Colorado
$536K – – –
CEP
72
Chicago Equity Partners
Illinois
$531K +$747 +15 +0.1%
GC
73
Globeflex Capital
California
$521K – – –
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$508K +$21K +422 +4%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$505K – – –
1 2
3
4 5

UTL Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2017, worth a combined $424M — up 4.7% from $405M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UTL positions and 9 closed out — a net gain of 3 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Foundry Partners, adding an estimated $3.21M. The largest seller was Acadian Asset Management, cutting an estimated $3.88M.

  • 128 institutional investors held Unitil (UTL) as of Q3 2017, up from 125 in Q2 2017.
  • Funds reported $424M of Unitil stock for Q3 2017, up 4.7% quarter-over-quarter.
  • 12 funds opened new Unitil positions in Q3 2017 and 9 closed out, a net change of +3 holders.
  • The largest Unitil buyer in Q3 2017 was Foundry Partners, an estimated $3.21M added.
  • The largest Unitil seller in Q3 2017 was Acadian Asset Management, an estimated $3.88M sold.

Based on aggregated 13F filings for Q3 2017.