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150 hedge funds and large institutions have $491M invested in Unitil in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

6% more funds holding

Funds holding: 141150 (+9)

0.03% more ownership

Funds ownership: 65.15%65.18% (+0.03%)

0% less capital invested

Capital invested by funds: $493M → $491M (-$2.25M)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
48
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$1.05M +$23.6K +474 +2%
Boston Partners
52
Boston Partners
Massachusetts
$1.04M -$219K -4,400 -18%
CS
53
Credit Suisse
Switzerland
$965K +$163K +3,276 +21%
AQR Capital Management
54
AQR Capital Management
Connecticut
$925K -$1.82M -36,626 -67%
NFG
55
Next Financial Group
Texas
$908K -$1.99M -39,953 -69%
QI
56
QS Investors
New York
$898K -$85.5K -1,717 -9%
UBS Group
57
UBS Group
Switzerland
$876K +$44.1K +886 +5%
DCM
58
Dupont Capital Management
Delaware
$852K +$839K +16,834 New
MCM
59
Matarin Capital Management
New York
$816K -$384K -7,699 -32%
OC
60
Oppenheimer & Co
New York
$783K -$49.8K -1,000 -6%
SCM
61
Sterling Capital Management
North Carolina
$764K +$752K +15,093 New
N
62
Nuveen
North Carolina
$758K -$45.3K -910 -6%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$743K -$104K -2,086 -12%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$724K -$169K -3,400 -19%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$703K
SGI
66
Summit Global Investments
Utah
$689K -$44.8K -900 -6%
FNBOO
67
First National Bank of Omaha
Nebraska
$672K +$48.4K +971 +8%
MERSOM
68
Municipal Employees' Retirement System of Michigan
Michigan
$669K +$659K +13,220 New
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$631K +$621K +12,470 New
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$626K +$46.7K +937 +8%
PP
71
PDT Partners
New York
$593K -$41.4K -831 -7%
Two Sigma Investments
72
Two Sigma Investments
New York
$549K -$310K -6,223 -36%
SO
73
STRS Ohio
Ohio
$541K
Allianz Asset Management
74
Allianz Asset Management
Germany
$539K +$190K +3,813 +56%
Public Employees Retirement Association of Colorado
75
Public Employees Retirement Association of Colorado
Colorado
$527K

UTL Hedge Fund Activity: Q4 2018 in Review

150 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2018, worth a combined $491M — down 0.46% from $493M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UTL positions and 12 closed out — a net gain of 9 holders — while 48 added to existing stakes and 54 trimmed.

The largest buyer was Monarch Partners Asset Management, adding an estimated $6.5M. The largest seller was Eagle Boston Investment Management, cutting an estimated $7.56M.

  • 150 institutional investors held Unitil (UTL) as of Q4 2018, up from 141 in Q3 2018.
  • Funds reported $491M of Unitil stock for Q4 2018, down 0.46% quarter-over-quarter.
  • 21 funds opened new Unitil positions in Q4 2018 and 12 closed out, a net change of +9 holders.
  • The largest Unitil buyer in Q4 2018 was Monarch Partners Asset Management, an estimated $6.5M added.
  • The largest Unitil seller in Q4 2018 was Eagle Boston Investment Management, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2018.