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Unitil
UTL

143 hedge funds and large institutions have $444M invested in Unitil in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.39% more ownership

Funds ownership: 62.94% → 64.33% (+1.4%)

4% more capital invested

Capital invested by funds: $425M → $444M (+$18.5M)

0% more funds holding

Funds holding: 143 → 143 (0)

Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
58
Reduced
42
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAM
Impax Asset Management
New Hampshire
+$4.36M
2
AL
AJO LP
Pennsylvania
+$4.11M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.07M
4
SHA
Shelter Harbor Advisors
Connecticut
+$2.43M
5
ACB
Aristotle Capital Boston
Massachusetts
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
MWNA
Marshall Wace North America
New York
-$2.33M
2
Morgan Stanley
Morgan Stanley
New York
-$1.89M
3
N
Nuveen
North Carolina
-$1.78M
4
State Street
State Street
Massachusetts
-$1.57M
5
SIM
Spark Investment Management
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
51
Bessemer Group
New Jersey
$1.25M +$13.2K +300 +1%
Invesco
52
Invesco
Georgia
$1.24M +$53.6K +1,221 +5%
Boston Partners
53
Boston Partners
Massachusetts
$1.21M +$26.3K +600 +2%
N
54
Nuveen
North Carolina
$1.2M -$1.78M -40,565 -61%
Swiss National Bank
55
Swiss National Bank
Switzerland
$1.14M +$35.1K +800 +3%
OAM
56
Oxford Asset Management
United Kingdom
$1.13M -$230K -5,245 -18%
USAA
57
United Services Automobile Association
Texas
$1.1M +$1.04M +23,670 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.03M +$8.82K +201 +0.9%
GC
59
Globeflex Capital
California
$968K +$452K +10,309 +98%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$931K +$61.4K +1,400 +8%
QI
61
QS Investors
New York
$902K -$43K -979 -5%
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$824K +$193K +4,400 +33%
PP
63
PDT Partners
New York
$785K +$24.8K +566 +3%
CIC
64
Cornercap Investment Counsel
Georgia
$766K – – –
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$763K -$573K -13,061 -44%
OC
66
Oppenheimer & Co
New York
$763K +$127K +2,900 +21%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$729K – – –
SAM
68
Symphony Asset Management
California
$711K +$150K +3,410 +29%
AAM
69
Advisors Asset Management
Colorado
$684K -$51.2K -1,167 -7%
UBS Group
70
UBS Group
Switzerland
$662K -$73.9K -1,684 -11%
First Trust Advisors
71
First Trust Advisors
Illinois
$661K +$65.8K +1,499 +12%
AllianceBernstein
72
AllianceBernstein
Tennessee
$654K -$134K -3,059 -18%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$644K – – –
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$636K -$24.1K -550 -4%
Fuller & Thaler Asset Management
75
Fuller & Thaler Asset Management
California
$585K – – –
1 2
3
4 5

UTL Hedge Fund Activity: Q1 2018 in Review

143 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2018, worth a combined $444M — up 4.3% from $425M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UTL positions and 16 closed out — a net gain of 2 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Impax Asset Management, adding an estimated $4.36M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $2.33M sold.

  • 143 institutional investors held Unitil (UTL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $444M of Unitil stock for Q1 2018, up 4.3% quarter-over-quarter.
  • 18 funds opened new Unitil positions in Q1 2018 and 16 closed out, a net change of +2 holders.
  • The largest Unitil buyer in Q1 2018 was Impax Asset Management, an estimated $4.36M added.
  • The largest Unitil seller in Q1 2018 was Marshall Wace North America, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2018.