Unitil
160 hedge funds and large institutions have $633M invested in Unitil in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 42 reducing their positions, and 15 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 42
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
1% more funds holding
Funds holding: 159 → 160 (+1)
0.13% more ownership
Funds ownership: 68.45% → 68.58% (+0.13%)
2% less capital invested
Capital invested by funds: $647M → $633M (-$14.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$11.6M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.92M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$2.44M |
| 4 |
Millennium Management
New York
|
+$2.35M |
| 5 |
KOCAA
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$7.47M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$5.95M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
-$5.66M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.88M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$2.25M |
UTL Hedge Fund Activity: Q4 2019 in Review
160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2019, worth a combined $633M — down 2.3% from $647M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new UTL positions and 15 closed out — a net gain of 3 holders — while 70 added to existing stakes and 42 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $11.6M. The largest seller was AJO LP, exiting entirely with an estimated $7.47M sold.
- 160 institutional investors held Unitil (UTL) as of Q4 2019, up from 159 in Q3 2019.
- Funds reported $633M of Unitil stock for Q4 2019, down 2.3% quarter-over-quarter.
- 18 funds opened new Unitil positions in Q4 2019 and 15 closed out, a net change of +3 holders.
- The largest Unitil buyer in Q4 2019 was Principal Financial Group, an estimated $11.6M added.
- The largest Unitil seller in Q4 2019 was AJO LP, an estimated $7.47M sold.
Based on aggregated 13F filings for Q4 2019.