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143 hedge funds and large institutions have $425M invested in Unitil in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

12% more funds holding

Funds holding: 128143 (+15)

2.29% more ownership

Funds ownership: 60.66%62.94% (+2.3%)

0% more capital invested

Capital invested by funds: $424M → $425M (+$1.14M)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
49
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
101
Squarepoint
New York
$284K +$312K +6,219 New
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$260K -$19.6K -391 -6%
KWMG
103
King Wealth Management Group
Florida
$252K -$1.25K -25 -0.5%
LNB
104
Ledyard National Bank
$251K
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$248K
LCM
106
Laurion Capital Management
New York
$243K +$268K +5,334 New
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$220K +$243K +4,833 New
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$212K +$142K +2,830 +157%
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$206K -$286K -5,705 -56%
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$178K +$100 +2 +0.1%
Barclays
111
Barclays
United Kingdom
$166K +$137K +2,736 +304%
Legal & General Group
112
Legal & General Group
United Kingdom
$152K -$17.4K -347 -9%
Acadian Asset Management
113
Acadian Asset Management
Massachusetts
$142K -$1.36M -27,015 -90%
Canada Life
114
Canada Life
Manitoba, Canada
$113K +$3.01K +60 +2%
SG Americas Securities
115
SG Americas Securities
New York
$107K -$15.8K -315 -12%
Parallax Volatility Advisers
116
Parallax Volatility Advisers
California
$96K +$105K +2,100 New
US Bancorp
117
US Bancorp
Minnesota
$80K
BFEC
118
Benjamin F. Edwards & Company
Missouri
$73K
TRCT
119
Tower Research Capital (TRC)
New York
$72K -$27.7K -552 -26%
LIA
120
LS Investment Advisors
Michigan
$57K
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$53K +$20.9K +416 +56%
AIP
122
Ameritas Investment Partners
Nebraska
$49K
AG
123
Advisor Group
Arizona
$46K -$351 -7 -0.7%
ARMC
124
American Research & Management Company
Massachusetts
$46K
BTIS
125
BB&T Investment Services
North Carolina
$35K -$18K -359 -32%

UTL Hedge Fund Activity: Q4 2017 in Review

143 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2017, worth a combined $425M — up 0.27% from $424M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UTL positions and 7 closed out — a net gain of 16 holders — while 49 added to existing stakes and 42 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $10.5M. The largest seller was Frontier Capital Management, cutting an estimated $6.92M.

  • 143 institutional investors held Unitil (UTL) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $425M of Unitil stock for Q4 2017, up 0.27% quarter-over-quarter.
  • 23 funds opened new Unitil positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest Unitil buyer in Q4 2017 was Adage Capital Partners, an estimated $10.5M added.
  • The largest Unitil seller in Q4 2017 was Frontier Capital Management, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2017.