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Unitil
UTL

141 hedge funds and large institutions have $493M invested in Unitil in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 35

1% more capital invested

Capital invested by funds: $487M → $493M (+$6.34M)

0.97% more ownership

Funds ownership: 64.18% → 65.15% (+0.97%)

5% less funds holding

Funds holding: 149 → 141 (-8)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
53
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.14M
2
FCM
Frontier Capital Management
Massachusetts
+$2.09M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.99M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.49M
5
Goldman Sachs
Goldman Sachs
New York
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2M
2
USAA
United Services Automobile Association
Texas
-$1.21M
3
Millennium Management
Millennium Management
New York
-$909K
4
First Trust Advisors
First Trust Advisors
Illinois
-$860K
5
Two Sigma Investments
Two Sigma Investments
New York
-$847K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
Globeflex Capital
California
$1.24M +$15.4K +302 +1%
MCM
52
Matarin Capital Management
New York
$1.21M +$205K +4,019 +20%
Franklin Resources
53
Franklin Resources
California
$1.15M +$1.15M +22,516 New
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.13M +$1.89K +37 +0.2%
AllianceBernstein
55
AllianceBernstein
Tennessee
$1.03M +$25.2K +495 +3%
Millennium Management
56
Millennium Management
New York
$1.01M -$909K -17,823 -47%
QI
57
QS Investors
New York
$989K – – –
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$901K – – –
Two Sigma Investments
59
Two Sigma Investments
New York
$869K -$847K -16,599 -49%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$853K -$179K -3,500 -17%
OC
61
Oppenheimer & Co
New York
$838K – – –
UBS Group
62
UBS Group
Switzerland
$836K +$111K +2,173 +15%
N
63
Nuveen
North Carolina
$808K -$123K -2,406 -13%
CS
64
Credit Suisse
Switzerland
$804K -$307K -6,024 -28%
SGI
65
Summit Global Investments
Utah
$738K +$40.8K +800 +6%
OAM
66
Oxford Asset Management
United Kingdom
$733K +$68.6K +1,345 +10%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$727K – – –
GCP
68
GSA Capital Partners
United Kingdom
$717K +$204K +4,004 +40%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$707K – – –
PP
70
PDT Partners
New York
$639K -$218K -4,269 -25%
FNBOO
71
First National Bank of Omaha
Nebraska
$626K +$112K +2,205 +22%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$588K -$38.4K -752 -6%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$581K -$24.2K -474 -4%
SO
74
STRS Ohio
Ohio
$544K – – –
Public Employees Retirement Association of Colorado
75
Public Employees Retirement Association of Colorado
Colorado
$530K – – –
1 2
3
4 5

UTL Hedge Fund Activity: Q3 2018 in Review

141 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2018, worth a combined $493M — up 1.3% from $487M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UTL and 11 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 53 added.

The largest buyer was Vanguard Group, adding an estimated $2.14M. The largest seller was Citadel Advisors, cutting an estimated $2M.

  • 141 institutional investors held Unitil (UTL) as of Q3 2018, down from 149 in Q2 2018.
  • Funds reported $493M of Unitil stock for Q3 2018, up 1.3% quarter-over-quarter.
  • 11 funds opened new Unitil positions in Q3 2018 and 17 closed out, a net change of -6 holders.
  • The largest Unitil buyer in Q3 2018 was Vanguard Group, an estimated $2.14M added.
  • The largest Unitil seller in Q3 2018 was Citadel Advisors, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2018.