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Unitil
UTL

141 hedge funds and large institutions have $493M invested in Unitil in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 35

1% more capital invested

Capital invested by funds: $487M → $493M (+$6.34M)

0.97% more ownership

Funds ownership: 64.18% → 65.15% (+0.97%)

5% less funds holding

Funds holding: 149 → 141 (-8)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
53
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.14M
2
FCM
Frontier Capital Management
Massachusetts
+$2.09M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.99M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.49M
5
Goldman Sachs
Goldman Sachs
New York
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2M
2
USAA
United Services Automobile Association
Texas
-$1.21M
3
Millennium Management
Millennium Management
New York
-$909K
4
First Trust Advisors
First Trust Advisors
Illinois
-$860K
5
Two Sigma Investments
Two Sigma Investments
New York
-$847K
Name Holding Trade Value Shares
Change 		Change in
Stake
CEP
76
Chicago Equity Partners
Illinois
$526K – – –
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$504K – – –
Cerity Partners
78
Cerity Partners
New York
$503K +$65.2K +1,278 +15%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$501K -$76.7K -1,503 -13%
Jacobs Levy Equity Management
80
Jacobs Levy Equity Management
New Jersey
$500K +$266K +5,221 +114%
AIG
81
American International Group
New York
$492K +$8.88K +174 +2%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$466K -$266K -5,216 -36%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$456K -$95.4K -1,870 -17%
California Public Employees Retirement System
84
California Public Employees Retirement System
California
$419K -$89K -1,744 -17%
MC
85
Menta Capital
California
$383K -$173K -3,400 -31%
MIM
86
MetLife Investment Management
New Jersey
$378K – – –
VOYA Investment Management
87
VOYA Investment Management
Georgia
$368K – – –
Citadel Advisors
88
Citadel Advisors
Florida
$366K -$2M -39,216 -84%
Allianz Asset Management
89
Allianz Asset Management
Germany
$348K +$348K +6,830 New
UBS AM
90
UBS AM
Illinois
$317K – – –
Barclays
91
Barclays
United Kingdom
$306K +$209K +4,106 +215%
SAM
92
Symphony Asset Management
California
$289K -$18K -353 -6%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$284K +$4.44K +87 +2%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$283K – – –
LNB
95
Ledyard National Bank
$274K – – –
KWMG
96
King Wealth Management Group
Florida
$272K – – –
CCIA
97
Campbell & Co Investment Adviser
Maryland
$270K +$270K +5,300 New
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$229K – – –
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$228K -$37.2K -730 -14%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$227K -$7.14K -140 -3%
2 3
4
5 6

UTL Hedge Fund Activity: Q3 2018 in Review

141 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2018, worth a combined $493M — up 1.3% from $487M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UTL and 11 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 53 added.

The largest buyer was Vanguard Group, adding an estimated $2.14M. The largest seller was Citadel Advisors, cutting an estimated $2M.

  • 141 institutional investors held Unitil (UTL) as of Q3 2018, down from 149 in Q2 2018.
  • Funds reported $493M of Unitil stock for Q3 2018, up 1.3% quarter-over-quarter.
  • 11 funds opened new Unitil positions in Q3 2018 and 17 closed out, a net change of -6 holders.
  • The largest Unitil buyer in Q3 2018 was Vanguard Group, an estimated $2.14M added.
  • The largest Unitil seller in Q3 2018 was Citadel Advisors, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2018.