We are live on ! Find out more
UTL icon

Unitil
UTL

160 hedge funds and large institutions have $633M invested in Unitil in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 42

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 159 → 160 (+1)

0.13% more ownership

Funds ownership: 68.45% → 68.58% (+0.13%)

2% less capital invested

Capital invested by funds: $647M → $633M (-$14.8M)

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
70
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$11.6M
2
First Trust Advisors
First Trust Advisors
Illinois
+$2.92M
3
ACB
Aristotle Capital Boston
Massachusetts
+$2.44M
4
Millennium Management
Millennium Management
New York
+$2.35M
5
KOCAA
Knights of Columbus Asset Advisors
Connecticut
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$7.47M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.95M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$5.66M
4
N
Nuveen
North Carolina
-$2.88M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
76
Squarepoint
New York
$901K +$426K +6,886 +90%
Ameriprise
77
Ameriprise
Minnesota
$819K -$1.25M -20,230 -60%
CS
78
Credit Suisse
Switzerland
$814K -$69K -1,117 -8%
FNBOO
79
First National Bank of Omaha
Nebraska
$800K +$20.2K +327 +3%
SO
80
STRS Ohio
Ohio
$766K +$12.4K +200 +2%
RBA
81
Richard Bernstein Advisors
New York
$763K – – –
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$742K +$4.2K +68 +0.6%
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$717K +$148K +2,400 +26%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$656K +$31K +501 +5%
Public Employees Retirement Association of Colorado
85
Public Employees Retirement Association of Colorado
Colorado
$610K – – –
MAM
86
Meeder Asset Management
Ohio
$568K +$235K +3,796 +71%
AIG
87
American International Group
New York
$565K -$4.76K -77 -0.8%
AG
88
Algert Global
California
$522K +$313K +5,070 +150%
Canada Life
89
Canada Life
Manitoba, Canada
$498K +$502K +8,118 New
VOYA Investment Management
90
VOYA Investment Management
Georgia
$495K +$61.1K +988 +14%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$481K +$3.96K +64 +0.8%
Allianz Asset Management
92
Allianz Asset Management
Germany
$475K -$110K -1,784 -19%
OC
93
Oppenheimer & Co
New York
$455K -$88.1K -1,425 -16%
WCM
94
Weld Capital Management
New York
$400K +$400K +6,465 New
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$398K – – –
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$391K +$35.7K +578 +10%
KWMG
97
King Wealth Management Group
Florida
$387K – – –
DCM
98
Dupont Capital Management
Delaware
$369K – – –
MIM
99
MetLife Investment Management
New Jersey
$361K – – –
Baird Financial Group
100
Baird Financial Group
Wisconsin
$360K -$17.2K -279 -5%
2 3
4
5 6

UTL Hedge Fund Activity: Q4 2019 in Review

160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2019, worth a combined $633M — down 2.3% from $647M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UTL positions and 15 closed out — a net gain of 3 holders — while 70 added to existing stakes and 42 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $11.6M. The largest seller was AJO LP, exiting entirely with an estimated $7.47M sold.

  • 160 institutional investors held Unitil (UTL) as of Q4 2019, up from 159 in Q3 2019.
  • Funds reported $633M of Unitil stock for Q4 2019, down 2.3% quarter-over-quarter.
  • 18 funds opened new Unitil positions in Q4 2019 and 15 closed out, a net change of +3 holders.
  • The largest Unitil buyer in Q4 2019 was Principal Financial Group, an estimated $11.6M added.
  • The largest Unitil seller in Q4 2019 was AJO LP, an estimated $7.47M sold.

Based on aggregated 13F filings for Q4 2019.