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159 hedge funds and large institutions have $647M invested in Unitil in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

7% more capital invested

Capital invested by funds: $603M → $647M (+$44.5M)

5% more funds holding

Funds holding: 152159 (+7)

0.95% more ownership

Funds ownership: 67.5%68.45% (+0.95%)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
65
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$2.1M
Stifel Financial
52
Stifel Financial
Missouri
$2.1M +$250K +4,165 +14%
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$2.06M +$623K +10,398 +47%
GC
54
Globeflex Capital
California
$1.91M
Swiss National Bank
55
Swiss National Bank
Switzerland
$1.78M +$24K +400 +1%
Invesco
56
Invesco
Georgia
$1.66M +$34.3K +573 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
57
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.62M +$1.1M +18,400 +256%
UBS Group
58
UBS Group
Switzerland
$1.55M +$483K +8,063 +49%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$1.49M +$110K +1,834 +8%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.44M +$16.3K +272 +1%
Citadel Advisors
61
Citadel Advisors
Florida
$1.43M +$813K +13,566 +152%
AllianceBernstein
62
AllianceBernstein
Tennessee
$1.34M -$35.5K -593 -3%
American Century Companies
63
American Century Companies
Missouri
$1.27M +$959 +16 +0.1%
WG
64
Winton Group
United Kingdom
$1.21M +$1.14M +19,062 New
Boston Partners
65
Boston Partners
Massachusetts
$1.21M +$116K +1,936 +11%
ZIM
66
Zacks Investment Management
Illinois
$1.19M +$1.13M +18,799 New
JIC
67
Johnson Investment Counsel
Ohio
$1.09M +$1.03M +17,221 New
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$1.02M
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$991K +$1.32K +22 +0.1%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$982K +$18K +300 +2%
SGI
71
Summit Global Investments
Utah
$940K +$79.1K +1,320 +10%
CS
72
Credit Suisse
Switzerland
$906K +$114K +1,899 +15%
UBS AM
73
UBS AM
Illinois
$845K +$49.9K +832 +7%
AAM
74
Advisors Asset Management
Colorado
$830K +$191K +3,190 +32%
FNBOO
75
First National Bank of Omaha
Nebraska
$801K -$54.4K -908 -7%

UTL Hedge Fund Activity: Q3 2019 in Review

159 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2019, worth a combined $647M — up 7.4% from $603M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UTL positions and 11 closed out — a net gain of 9 holders — while 65 added to existing stakes and 42 trimmed.

The largest buyer was Aristotle Capital Boston, adding an estimated $3.6M. The largest seller was Impax Asset Management Group, cutting an estimated $9.08M.

  • 159 institutional investors held Unitil (UTL) as of Q3 2019, up from 152 in Q2 2019.
  • Funds reported $647M of Unitil stock for Q3 2019, up 7.4% quarter-over-quarter.
  • 20 funds opened new Unitil positions in Q3 2019 and 11 closed out, a net change of +9 holders.
  • The largest Unitil buyer in Q3 2019 was Aristotle Capital Boston, an estimated $3.6M added.
  • The largest Unitil seller in Q3 2019 was Impax Asset Management Group, an estimated $9.08M sold.

Based on aggregated 13F filings for Q3 2019.