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Unitil
UTL

128 hedge funds and large institutions have $424M invested in Unitil in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 125 → 128 (+3)

1.27% more ownership

Funds ownership: 59.39% → 60.66% (+1.3%)

5% more capital invested

Capital invested by funds: $405M → $424M (+$19.1M)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
51
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FP
Foundry Partners
Minnesota
+$3.21M
2
Goldman Sachs
Goldman Sachs
New York
+$3.18M
3
EBIM
Eagle Boston Investment Management
Massachusetts
+$2.65M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.36M
5
ACB
Aristotle Capital Boston
Massachusetts
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.88M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.76M
3
N
Nuveen
North Carolina
-$1.54M
4
Millennium Management
Millennium Management
New York
-$1.49M
5
LSV Asset Management
LSV Asset Management
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
101
Ladenburg Thalmann Financial Services
Florida
$192K -$3.98K -80 -2%
Legal & General Group
102
Legal & General Group
United Kingdom
$182K +$14.4K +289 +9%
SG Americas Securities
103
SG Americas Securities
New York
$132K +$133K +2,668 New
Canada Life
104
Canada Life
Manitoba, Canada
$120K – – –
TRCT
105
Tower Research Capital (TRC)
New York
$106K +$107K +2,141 New
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$89.4K -$26.9K -541 -23%
US Bancorp
107
US Bancorp
Minnesota
$86K +$1.99K +40 +2%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$80K – – –
LIA
109
LS Investment Advisors
Michigan
$62K – – –
BTIS
110
BB&T Investment Services
North Carolina
$55K – – –
MAM
111
Meeder Asset Management
Ohio
$55K +$7.32K +147 +15%
AIP
112
Ameritas Investment Partners
Nebraska
$53K – – –
AG
113
Advisor Group
Arizona
$49K -$15.7K -315 -24%
ARMC
114
American Research & Management Company
Massachusetts
$49K – – –
Barclays
115
Barclays
United Kingdom
$45K +$34K +683 +313%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$37K – – –
EWM
117
Evercore Wealth Management
New York
$25K – – –
TCOV
118
Trust Company of Vermont
Vermont
$25K – – –
VIA
119
Vantage Investment Advisors
Pennsylvania
$13K +$100 +2 +0.8%
WB
120
Webster Bank
Connecticut
$11K – – –
ASN
121
Advisory Services Network
Georgia
$7K – – –
PA
122
Parallel Advisors
California
$6K -$4.93K -99 -46%
QCG
123
Quadrant Capital Group
Ohio
$6K – – –
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$5K +$2.49K +50 +75%
Loomis, Sayles & Company
125
Loomis, Sayles & Company
Massachusetts
$4K +$3.98K +80 New
2 3 4
5
6

UTL Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2017, worth a combined $424M — up 4.7% from $405M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UTL positions and 9 closed out — a net gain of 3 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Foundry Partners, adding an estimated $3.21M. The largest seller was Acadian Asset Management, cutting an estimated $3.88M.

  • 128 institutional investors held Unitil (UTL) as of Q3 2017, up from 125 in Q2 2017.
  • Funds reported $424M of Unitil stock for Q3 2017, up 4.7% quarter-over-quarter.
  • 12 funds opened new Unitil positions in Q3 2017 and 9 closed out, a net change of +3 holders.
  • The largest Unitil buyer in Q3 2017 was Foundry Partners, an estimated $3.21M added.
  • The largest Unitil seller in Q3 2017 was Acadian Asset Management, an estimated $3.88M sold.

Based on aggregated 13F filings for Q3 2017.