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Unitil
UTL

125 hedge funds and large institutions have $405M invested in Unitil in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

7% more capital invested

Capital invested by funds: $378M → $405M (+$26.5M)

0% more funds holding

Funds holding: 125 → 125 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.16% less ownership

Funds ownership: 59.55% → 59.39% (-0.16%)

Holders
125
Holders Change
–
Holders Change %
0%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
47
Reduced
38
Closed
7
Calls
$561K
Puts
–
Net Calls
+$561K
Net Calls Change
+$735K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$2.72M
2
FP
Foundry Partners
Minnesota
+$1.88M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.78M
4
SIM
Spark Investment Management
New York
+$1.43M
5
PAM
Panagora Asset Management
Massachusetts
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
-$4.6M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.69M
3
N
Nuveen
North Carolina
-$3.36M
4
Two Sigma Investments
Two Sigma Investments
New York
-$975K
5
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$630K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fuller & Thaler Asset Management
101
Fuller & Thaler Asset Management
California
$121K +$76K +1,600 +175%
Canada Life
102
Canada Life
Manitoba, Canada
$116K – – –
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$113K +$83.2K +1,752 +293%
US Bancorp
104
US Bancorp
Minnesota
$82K – – –
BFEC
105
Benjamin F. Edwards & Company
Missouri
$78K – – –
AG
106
Advisor Group
Arizona
$64K -$428 -9 -0.7%
LIA
107
LS Investment Advisors
Michigan
$61K – – –
BTIS
108
BB&T Investment Services
North Carolina
$54K – – –
AIP
109
Ameritas Investment Partners
Nebraska
$52K – – –
ARMC
110
American Research & Management Company
Massachusetts
$48K – – –
MAM
111
Meeder Asset Management
Ohio
$46K +$45.4K +955 New
AIM
112
Acrospire Investment Management
Illinois
$40K +$38.4K +808 +2,886%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$36K – – –
TCOV
114
Trust Company of Vermont
Vermont
$25K – – –
EWM
115
Evercore Wealth Management
New York
$24K – – –
Creative Planning
116
Creative Planning
Kansas
$22K +$21.4K +450 +11,250%
VIA
117
Vantage Investment Advisors
Pennsylvania
$12K +$95 +2 +0.8%
Barclays
118
Barclays
United Kingdom
$11K -$120K -2,524 -92%
PA
119
Parallel Advisors
California
$11K – – –
WB
120
Webster Bank
Connecticut
$11K – – –
ASN
121
Advisory Services Network
Georgia
$7K – – –
CG
122
Cutler Group
California
$6K +$4.75K +100 +370%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$3K -$53.2K -1,120 -94%
VCM
124
Versant Capital Management
Arizona
$2K – – –
JIR
125
James Investment Research
Ohio
– -$4.6M -102,100 Closed
2 3 4
5
6

UTL Hedge Fund Activity: Q2 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2017, worth a combined $405M — up 7% from $378M a quarter earlier.

Fund positioning in UTL was balanced in Q2 2017: 7 funds opened new positions, 7 closed out, 47 added to existing stakes and 38 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.72M. The largest seller was James Investment Research, exiting entirely with an estimated $4.6M sold.

  • 125 institutional investors held Unitil (UTL) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $405M of Unitil stock for Q2 2017, up 7% quarter-over-quarter.
  • 7 funds opened new Unitil positions in Q2 2017 and 7 closed out, a net change of 0 holders.
  • The largest Unitil buyer in Q2 2017 was Millennium Management, an estimated $2.72M added.
  • The largest Unitil seller in Q2 2017 was James Investment Research, an estimated $4.6M sold.

Based on aggregated 13F filings for Q2 2017.