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143 hedge funds and large institutions have $444M invested in Unitil in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.39% more ownership

Funds ownership: 62.94%64.33% (+1.4%)

4% more capital invested

Capital invested by funds: $425M → $444M (+$18.5M)

0% more funds holding

Funds holding: 143143 (0)

Holders
143
Holders Change
Holders Change %
0%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
58
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
101
Los Angeles Capital Management
California
$241K -$194K -4,410 -46%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$210K +$198K +4,523 New
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$209K
CSS
104
Cubist Systematic Strategies
Connecticut
$200K +$190K +4,320 New
SG Americas Securities
105
SG Americas Securities
New York
$167K +$54.2K +1,235 +52%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$154K -$58K -1,323 -29%
Canada Life
107
Canada Life
Manitoba, Canada
$149K +$32.2K +733 +30%
Barclays
108
Barclays
United Kingdom
$140K -$26.7K -608 -17%
Citigroup
109
Citigroup
New York
$129K -$210K -4,782 -63%
AssetMark Inc
110
AssetMark Inc
California
$127K +$109K +2,490 +1,016%
Legal & General Group
111
Legal & General Group
United Kingdom
$126K -$26.9K -613 -18%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$101K -$75.2K -1,713 -44%
US Bancorp
113
US Bancorp
Minnesota
$101K +$19K +432 +25%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$83K +$7.59K +173 +11%
ASN
115
Advisory Services Network
Georgia
$72K +$62K +1,412 +941%
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$70K -$185K -4,208 -74%
SWP
117
Stratos Wealth Partners
Ohio
$65K +$61.4K +1,400 New
LIA
118
LS Investment Advisors
Michigan
$58K
New York State Teachers Retirement System (NYSTRS)
119
New York State Teachers Retirement System (NYSTRS)
New York
$56K +$52.7K +1,200 New
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$54K
AIP
121
Ameritas Investment Partners
Nebraska
$50K
AG
122
Advisor Group
Arizona
$46K
ARMC
123
American Research & Management Company
Massachusetts
$46K
Federated Hermes
124
Federated Hermes
Pennsylvania
$36K +$11.3K +257 +50%
SWM
125
SeaCrest Wealth Management
New York
$32K

UTL Hedge Fund Activity: Q1 2018 in Review

143 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2018, worth a combined $444M — up 4.3% from $425M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UTL positions and 16 closed out — a net gain of 2 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Impax Asset Management, adding an estimated $4.36M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $2.33M sold.

  • 143 institutional investors held Unitil (UTL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $444M of Unitil stock for Q1 2018, up 4.3% quarter-over-quarter.
  • 18 funds opened new Unitil positions in Q1 2018 and 16 closed out, a net change of +2 holders.
  • The largest Unitil buyer in Q1 2018 was Impax Asset Management, an estimated $4.36M added.
  • The largest Unitil seller in Q1 2018 was Marshall Wace North America, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2018.