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Unitil
UTL

149 hedge funds and large institutions have $487M invested in Unitil in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

10% more capital invested

Capital invested by funds: $444M → $487M (+$43.2M)

4% more funds holding

Funds holding: 143 → 149 (+6)

0.15% less ownership

Funds ownership: 64.33% → 64.18% (-0.15%)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Tributary Capital Management
Nebraska
+$5.63M
2
Renaissance Technologies
Renaissance Technologies
New York
+$3.24M
3
BlackRock
BlackRock
New York
+$2.12M
4
Morgan Stanley
Morgan Stanley
New York
+$1.49M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
SHA
Shelter Harbor Advisors
Connecticut
-$4.64M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.61M
3
MIM
Monashee Investment Management
Massachusetts
-$2.09M
4
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.05M
5
Goldman Sachs
Goldman Sachs
New York
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$595K -$294K -6,100 -34%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$579K +$13.4K +278 +3%
MC
78
Menta Capital
California
$558K +$526K +10,928 New
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$553K +$963 +20 +0.2%
SO
80
STRS Ohio
Ohio
$546K +$48.2K +1,000 +10%
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$532K – – –
CEP
82
Chicago Equity Partners
Illinois
$527K -$722 -15 -0.1%
GCP
83
GSA Capital Partners
United Kingdom
$515K -$900K -18,693 -65%
FNBOO
84
First National Bank of Omaha
Nebraska
$515K +$486K +10,094 New
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$509K +$45.7K +949 +11%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$505K – – –
AIG
87
American International Group
New York
$484K +$7.27K +151 +2%
Cerity Partners
88
Cerity Partners
New York
$439K -$41.3K -858 -9%
MIM
89
MetLife Investment Management
New Jersey
$379K – – –
VOYA Investment Management
90
VOYA Investment Management
Georgia
$369K -$22.3K -464 -6%
DCM
91
Dupont Capital Management
Delaware
$367K – – –
AAM
92
Advisors Asset Management
Colorado
$324K -$478K -9,932 -61%
UBS AM
93
UBS AM
Illinois
$318K – – –
SAM
94
Symphony Asset Management
California
$304K -$447K -9,287 -61%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$291K +$8.43K +175 +3%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$280K +$819 +17 +0.3%
MWNA
97
Marshall Wace North America
New York
$276K +$261K +5,411 New
LNB
98
Ledyard National Bank
$274K -$2.89K -60 -1%
KWMG
99
King Wealth Management Group
Florida
$273K – – –
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$265K – – –
2 3
4
5 6

UTL Hedge Fund Activity: Q2 2018 in Review

149 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2018, worth a combined $487M — up 9.7% from $444M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UTL positions and 13 closed out — a net gain of 7 holders — while 55 added to existing stakes and 41 trimmed.

The largest buyer was Tributary Capital Management, opening a new position worth an estimated $5.63M. The largest seller was Shelter Harbor Advisors, exiting entirely with an estimated $4.64M sold.

  • 149 institutional investors held Unitil (UTL) as of Q2 2018, up from 143 in Q1 2018.
  • Funds reported $487M of Unitil stock for Q2 2018, up 9.7% quarter-over-quarter.
  • 20 funds opened new Unitil positions in Q2 2018 and 13 closed out, a net change of +7 holders.
  • The largest Unitil buyer in Q2 2018 was Tributary Capital Management, an estimated $5.63M added.
  • The largest Unitil seller in Q2 2018 was Shelter Harbor Advisors, an estimated $4.64M sold.

Based on aggregated 13F filings for Q2 2018.