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Unitil
UTL

143 hedge funds and large institutions have $425M invested in Unitil in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

12% more funds holding

Funds holding: 128 → 143 (+15)

2.29% more ownership

Funds ownership: 60.66% → 62.94% (+2.3%)

0% more capital invested

Capital invested by funds: $424M → $425M (+$1.14M)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
49
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$10.5M
2
Renaissance Technologies
Renaissance Technologies
New York
+$3.43M
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$3.1M
4
MWNA
Marshall Wace North America
New York
+$2.56M
5
PPA
Parametric Portfolio Associates
Washington
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
FCM
Frontier Capital Management
Massachusetts
-$6.92M
2
LSV Asset Management
LSV Asset Management
Illinois
-$1.38M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.36M
4
NFA
Nationwide Fund Advisors
Ohio
-$796K
5
Millennium Management
Millennium Management
New York
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
51
Bessemer Group
New Jersey
$1.22M -$442K -8,800 -25%
ACM
52
Ativo Capital Management
Illinois
$1.19M +$101K +2,004 +8%
Invesco
53
Invesco
Georgia
$1.16M +$32.3K +644 +3%
Boston Partners
54
Boston Partners
Massachusetts
$1.16M – – –
Victory Capital Management
55
Victory Capital Management
Texas
$1.13M +$75.4K +1,503 +6%
Assenagon Asset Management
56
Assenagon Asset Management
Luxembourg
$1.12M +$1.23M +24,460 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.08M – – –
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1M -$10K -200 -0.9%
Citadel Advisors
59
Citadel Advisors
Florida
$1M +$1.1M +21,917 New
QI
60
QS Investors
New York
$931K +$3.06K +61 +0.3%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$851K -$171K -3,400 -15%
AAM
62
Advisors Asset Management
Colorado
$796K -$49.3K -983 -5%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$793K -$189K -3,764 -18%
AllianceBernstein
64
AllianceBernstein
Tennessee
$782K -$44.3K -883 -5%
CIC
65
Cornercap Investment Counsel
Georgia
$753K +$829K +16,515 New
PP
66
PDT Partners
New York
$746K +$820K +16,343 New
UBS Group
67
UBS Group
Switzerland
$727K -$2.66K -53 -0.3%
GCP
68
GSA Capital Partners
United Kingdom
$722K +$308K +6,143 +63%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$716K – – –
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$709K -$9.08K -181 -1%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$650K -$128K -2,558 -15%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$633K – – –
OC
73
Oppenheimer & Co
New York
$619K – – –
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$609K +$189K +3,770 +39%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$596K +$655K +13,061 New
1 2
3
4 5

UTL Hedge Fund Activity: Q4 2017 in Review

143 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2017, worth a combined $425M — up 0.27% from $424M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UTL positions and 7 closed out — a net gain of 16 holders — while 49 added to existing stakes and 42 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $10.5M. The largest seller was Frontier Capital Management, cutting an estimated $6.92M.

  • 143 institutional investors held Unitil (UTL) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $425M of Unitil stock for Q4 2017, up 0.27% quarter-over-quarter.
  • 23 funds opened new Unitil positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest Unitil buyer in Q4 2017 was Adage Capital Partners, an estimated $10.5M added.
  • The largest Unitil seller in Q4 2017 was Frontier Capital Management, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2017.