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150 hedge funds and large institutions have $491M invested in Unitil in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

6% more funds holding

Funds holding: 141150 (+9)

0.03% more ownership

Funds ownership: 65.15%65.18% (+0.03%)

0% less capital invested

Capital invested by funds: $493M → $491M (-$2.25M)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
48
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CEP
76
Chicago Equity Partners
Illinois
$521K -$1.99K -40 -0.4%
OAM
77
Oxford Asset Management
United Kingdom
$513K -$223K -4,483 -31%
Cerity Partners
78
Cerity Partners
New York
$494K -$6.23K -125 -1%
AIG
79
American International Group
New York
$485K -$3.69K -74 -0.8%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$471K -$29.9K -600 -6%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$471K -$26.3K -528 -5%
Canada Life
82
Canada Life
Manitoba, Canada
$467K +$308K +6,184 +183%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$441K -$23.1K -463 -5%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$436K -$146K -2,928 -25%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$430K -$22.5K -452 -5%
CIC
86
Cornercap Investment Counsel
Georgia
$415K +$409K +8,200 New
California Public Employees Retirement System
87
California Public Employees Retirement System
California
$407K -$9.96K -200 -2%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$381K +$14.5K +291 +4%
MIM
89
MetLife Investment Management
New Jersey
$376K
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$375K +$148K +2,976 +67%
KWMG
91
King Wealth Management Group
Florida
$323K +$50.6K +1,016 +19%
CCIA
92
Campbell & Co Investment Adviser
Maryland
$318K +$18.8K +378 +7%
UBS AM
93
UBS AM
Illinois
$316K
Baird Financial Group
94
Baird Financial Group
Wisconsin
$314K +$25K +501 +9%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$283K +$1.29K +26 +0.5%
SAM
96
Symphony Asset Management
California
$279K -$8.52K -171 -3%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$251K +$247K +4,953 New
Citigroup
98
Citigroup
New York
$250K +$33.9K +681 +16%
US Bancorp
99
US Bancorp
Minnesota
$248K +$51K +1,023 +27%
P
100
Pitcairn
Pennsylvania
$245K +$241K +4,832 New

UTL Hedge Fund Activity: Q4 2018 in Review

150 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2018, worth a combined $491M — down 0.46% from $493M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UTL positions and 12 closed out — a net gain of 9 holders — while 48 added to existing stakes and 54 trimmed.

The largest buyer was Monarch Partners Asset Management, adding an estimated $6.5M. The largest seller was Eagle Boston Investment Management, cutting an estimated $7.56M.

  • 150 institutional investors held Unitil (UTL) as of Q4 2018, up from 141 in Q3 2018.
  • Funds reported $491M of Unitil stock for Q4 2018, down 0.46% quarter-over-quarter.
  • 21 funds opened new Unitil positions in Q4 2018 and 12 closed out, a net change of +9 holders.
  • The largest Unitil buyer in Q4 2018 was Monarch Partners Asset Management, an estimated $6.5M added.
  • The largest Unitil seller in Q4 2018 was Eagle Boston Investment Management, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2018.