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Unitil
UTL

121 hedge funds and large institutions have $378M invested in Unitil in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $567K | Put options by funds: $422K

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

18% more capital invested

Capital invested by funds: $321M → $378M (+$56.5M)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

0.31% more ownership

Funds ownership: 58.95% → 59.26% (+0.31%)

1% less funds holding

Funds holding: 122 → 121 (-1)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
44
Reduced
38
Closed
11
Calls
$567K
Puts
$422K
Net Calls
+$145K
Net Calls Change
+$145K

Top Buyers

Rank Fund Capital Flow
1
EBIM
Eagle Boston Investment Management
Massachusetts
+$3.73M
2
Wells Fargo
Wells Fargo
California
+$2.94M
3
BFA
BlackRock Fund Advisors
California
+$2.82M
4
FCM
Frontier Capital Management
Massachusetts
+$2.69M
5
ACB
Aristotle Capital Boston
Massachusetts
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$3.62M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.95M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.43M
4
PI
Putnam Investments
Massachusetts
-$2.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTIS
101
BB&T Investment Services
North Carolina
$76K +$69.7K +1,670 New
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$73.3K +$26.5K +636 +65%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$73K +$67.2K +1,610 New
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$57K -$13.6K -326 -21%
LIA
105
LS Investment Advisors
Michigan
$57K – – –
ARMC
106
American Research & Management Company
Massachusetts
$45K – – –
Fuller & Thaler Asset Management
107
Fuller & Thaler Asset Management
California
$41K +$8.97K +215 +31%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$34K – – –
EWM
109
Evercore Wealth Management
New York
$23K – – –
TCOV
110
Trust Company of Vermont
Vermont
$23K – – –
VIA
111
Vantage Investment Advisors
Pennsylvania
$12K +$83 +2 +0.8%
EFSCE
112
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
WB
113
Webster Bank
Connecticut
$10K +$9.27K +222 New
Barclays
114
Barclays
United Kingdom
$9K -$394K -9,442 -98%
TWI
115
Thomas White International
Illinois
$9K – – –
Creative Planning
116
Creative Planning
Kansas
$9K +$7.85K +188 New
PA
117
Parallel Advisors
California
$5K +$4.88K +117 New
GC
118
Globeflex Capital
California
$3K – – –
VCM
119
Versant Capital Management
Arizona
$2K +$1.84K +44 +293%
WTB
120
Washington Trust Bank
Washington
$1K – – –
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.04K +25 New
PI
122
Putnam Investments
Massachusetts
– -$2.04M -52,200 Closed
Millennium Management
123
Millennium Management
New York
– -$1.76M -45,145 Closed
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
– -$576K -14,752 Closed
Citadel Advisors
125
Citadel Advisors
Florida
– -$397K -10,170 Closed
2 3 4
5
6

UTL Hedge Fund Activity: Q4 2016 in Review

121 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2016, worth a combined $378M — up 18% from $321M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UTL positions and 11 closed out — a net gain of 2 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was Eagle Boston Investment Management, opening a new position worth an estimated $3.73M. The largest seller was Kennedy Capital Management, cutting an estimated $3.62M.

  • 121 institutional investors held Unitil (UTL) as of Q4 2016, down from 122 in Q3 2016.
  • Funds reported $378M of Unitil stock for Q4 2016, up 18% quarter-over-quarter.
  • 13 funds opened new Unitil positions in Q4 2016 and 11 closed out, a net change of +2 holders.
  • The largest Unitil buyer in Q4 2016 was Eagle Boston Investment Management, an estimated $3.73M added.
  • The largest Unitil seller in Q4 2016 was Kennedy Capital Management, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2016.