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Unitil
UTL

125 hedge funds and large institutions have $405M invested in Unitil in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

7% more capital invested

Capital invested by funds: $378M → $405M (+$26.5M)

0% more funds holding

Funds holding: 125 → 125 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.16% less ownership

Funds ownership: 59.55% → 59.39% (-0.16%)

Holders
125
Holders Change
–
Holders Change %
0%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
47
Reduced
38
Closed
7
Calls
$561K
Puts
–
Net Calls
+$561K
Net Calls Change
+$735K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$2.72M
2
FP
Foundry Partners
Minnesota
+$1.88M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.78M
4
SIM
Spark Investment Management
New York
+$1.43M
5
PAM
Panagora Asset Management
Massachusetts
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
-$4.6M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.69M
3
N
Nuveen
North Carolina
-$3.36M
4
Two Sigma Investments
Two Sigma Investments
New York
-$975K
5
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$630K
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$490K +$4.75K +100 +1%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$477K -$90.3K -1,900 -16%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$476K -$419K -8,819 -47%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$425K -$105K -2,200 -20%
AIG
80
American International Group
New York
$417K +$4.09K +86 +1%
CCIA
81
Campbell & Co Investment Adviser
Maryland
$412K +$405K +8,527 New
Two Sigma Investments
82
Two Sigma Investments
New York
$396K -$975K -20,529 -71%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$372K +$42.1K +887 +13%
LNB
84
Ledyard National Bank
$352K – – –
Citigroup
85
Citigroup
New York
$350K -$60.5K -1,273 -15%
WCM
86
Wedge Capital Management
North Carolina
$343K +$338K +7,104 New
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$328K +$713 +15 +0.2%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$304K – – –
SO
89
STRS Ohio
Ohio
$304K +$19K +400 +7%
UBS AM
90
UBS AM
Illinois
$303K – – –
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$292K +$54.2K +1,140 +23%
ARTA
92
A.R.T. Advisors
New York
$275K +$42.8K +900 +19%
KWMG
93
King Wealth Management Group
Florida
$271K – – –
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$263K – – –
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$254K +$250K +5,257 New
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$249K +$30.3K +638 +14%
AIP
97
Ahrens Investment Partners
Louisiana
$242K – – –
Prudential Financial
98
Prudential Financial
New Jersey
$227K -$90.3K -1,900 -29%
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$191K +$73.3K +1,543 +64%
Legal & General Group
100
Legal & General Group
United Kingdom
$163K – – –
2 3
4
5 6

UTL Hedge Fund Activity: Q2 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2017, worth a combined $405M — up 7% from $378M a quarter earlier.

Fund positioning in UTL was balanced in Q2 2017: 7 funds opened new positions, 7 closed out, 47 added to existing stakes and 38 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.72M. The largest seller was James Investment Research, exiting entirely with an estimated $4.6M sold.

  • 125 institutional investors held Unitil (UTL) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $405M of Unitil stock for Q2 2017, up 7% quarter-over-quarter.
  • 7 funds opened new Unitil positions in Q2 2017 and 7 closed out, a net change of 0 holders.
  • The largest Unitil buyer in Q2 2017 was Millennium Management, an estimated $2.72M added.
  • The largest Unitil seller in Q2 2017 was James Investment Research, an estimated $4.6M sold.

Based on aggregated 13F filings for Q2 2017.