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Unitil
UTL

128 hedge funds and large institutions have $424M invested in Unitil in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 125 → 128 (+3)

1.27% more ownership

Funds ownership: 59.39% → 60.66% (+1.3%)

5% more capital invested

Capital invested by funds: $405M → $424M (+$19.1M)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
51
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FP
Foundry Partners
Minnesota
+$3.21M
2
Goldman Sachs
Goldman Sachs
New York
+$3.18M
3
EBIM
Eagle Boston Investment Management
Massachusetts
+$2.65M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.36M
5
ACB
Aristotle Capital Boston
Massachusetts
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.88M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.76M
3
N
Nuveen
North Carolina
-$1.54M
4
Millennium Management
Millennium Management
New York
-$1.49M
5
LSV Asset Management
LSV Asset Management
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$500K -$1.49K -30 -0.3%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$490K – – –
WCM
78
Wedge Capital Management
North Carolina
$484K +$133K +2,680 +38%
GCP
79
GSA Capital Partners
United Kingdom
$479K -$936K -18,798 -66%
SO
80
STRS Ohio
Ohio
$479K +$169K +3,400 +54%
SGI
81
Summit Global Investments
Utah
$475K -$39.8K -800 -8%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$474K +$477K +9,582 New
AIG
83
American International Group
New York
$461K +$34.7K +697 +8%
CCIA
84
Campbell & Co Investment Adviser
Maryland
$418K -$3.78K -76 -0.9%
Citigroup
85
Citigroup
New York
$394K +$36.2K +727 +10%
HHC
86
Hutchin Hill Capital
New York
$386K +$388K +7,800 New
VOYA Investment Management
87
VOYA Investment Management
Georgia
$381K – – –
Fuller & Thaler Asset Management
88
Fuller & Thaler Asset Management
California
$377K +$254K +5,100 +203%
Allianz Asset Management
89
Allianz Asset Management
Germany
$343K +$346K +6,944 New
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$329K -$6.07K -122 -2%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$311K – – –
UBS AM
92
UBS AM
Illinois
$311K – – –
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$302K +$47.3K +951 +18%
KWMG
94
King Wealth Management Group
Florida
$274K -$3.73K -75 -1%
LNB
95
Ledyard National Bank
$272K -$89.6K -1,800 -25%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$269K – – –
MCM
97
Matarin Capital Management
New York
$250K +$252K +5,057 New
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$212K -$89K -1,788 -30%
MF
99
Magnetar Financial
Illinois
$204K +$205K +4,124 New
Neuberger Berman Group
100
Neuberger Berman Group
New York
$204K +$205K +4,124 New
2 3
4
5 6

UTL Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2017, worth a combined $424M — up 4.7% from $405M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UTL positions and 9 closed out — a net gain of 3 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Foundry Partners, adding an estimated $3.21M. The largest seller was Acadian Asset Management, cutting an estimated $3.88M.

  • 128 institutional investors held Unitil (UTL) as of Q3 2017, up from 125 in Q2 2017.
  • Funds reported $424M of Unitil stock for Q3 2017, up 4.7% quarter-over-quarter.
  • 12 funds opened new Unitil positions in Q3 2017 and 9 closed out, a net change of +3 holders.
  • The largest Unitil buyer in Q3 2017 was Foundry Partners, an estimated $3.21M added.
  • The largest Unitil seller in Q3 2017 was Acadian Asset Management, an estimated $3.88M sold.

Based on aggregated 13F filings for Q3 2017.