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Unitil
UTL

143 hedge funds and large institutions have $425M invested in Unitil in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

12% more funds holding

Funds holding: 128 → 143 (+15)

2.29% more ownership

Funds ownership: 60.66% → 62.94% (+2.3%)

0% more capital invested

Capital invested by funds: $424M → $425M (+$1.14M)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
49
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$10.5M
2
Renaissance Technologies
Renaissance Technologies
New York
+$3.43M
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$3.1M
4
MWNA
Marshall Wace North America
New York
+$2.56M
5
PPA
Parametric Portfolio Associates
Washington
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
FCM
Frontier Capital Management
Massachusetts
-$6.92M
2
LSV Asset Management
LSV Asset Management
Illinois
-$1.38M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.36M
4
NFA
Nationwide Fund Advisors
Ohio
-$796K
5
Millennium Management
Millennium Management
New York
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$581K +$75.3K +1,500 +13%
Fuller & Thaler Asset Management
77
Fuller & Thaler Asset Management
California
$575K +$251K +5,000 +66%
SAM
78
Symphony Asset Management
California
$543K -$19K -378 -3%
SGI
79
Summit Global Investments
Utah
$502K +$70.3K +1,400 +15%
MCM
80
Matarin Capital Management
New York
$501K +$298K +5,935 +117%
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$494K – – –
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$492K -$20.4K -407 -4%
CEP
83
Chicago Equity Partners
Illinois
$490K – – –
California Public Employees Retirement System
84
California Public Employees Retirement System
California
$484K -$284K -5,661 -35%
GC
85
Globeflex Capital
California
$481K – – –
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$469K +$903 +18 +0.2%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$452K – – –
SO
88
STRS Ohio
Ohio
$442K – – –
Los Angeles Capital Management
89
Los Angeles Capital Management
California
$438K -$25.1K -500 -5%
AIG
90
American International Group
New York
$427K +$2.21K +44 +0.5%
WCM
91
Wedge Capital Management
North Carolina
$400K -$50.5K -1,007 -10%
TI
92
Trexquant Investment
Connecticut
$395K +$434K +8,655 New
Hotchkis & Wiley Capital Management
93
Hotchkis & Wiley Capital Management
California
$358K +$394K +7,842 New
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$357K +$179K +3,561 +84%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$351K – – –
Citigroup
96
Citigroup
New York
$345K -$21.2K -422 -5%
MIM
97
MetLife Investment Management
New Jersey
$339K +$373K +7,429 New
AL
98
AJO LP
Pennsylvania
$323K +$355K +7,077 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$297K -$8.03K -160 -2%
UBS AM
100
UBS AM
Illinois
$286K – – –
2 3
4
5 6

UTL Hedge Fund Activity: Q4 2017 in Review

143 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2017, worth a combined $425M — up 0.27% from $424M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UTL positions and 7 closed out — a net gain of 16 holders — while 49 added to existing stakes and 42 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $10.5M. The largest seller was Frontier Capital Management, cutting an estimated $6.92M.

  • 143 institutional investors held Unitil (UTL) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $425M of Unitil stock for Q4 2017, up 0.27% quarter-over-quarter.
  • 23 funds opened new Unitil positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest Unitil buyer in Q4 2017 was Adage Capital Partners, an estimated $10.5M added.
  • The largest Unitil seller in Q4 2017 was Frontier Capital Management, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2017.