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159 hedge funds and large institutions have $647M invested in Unitil in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

7% more capital invested

Capital invested by funds: $603M → $647M (+$44.5M)

5% more funds holding

Funds holding: 152159 (+7)

0.95% more ownership

Funds ownership: 67.5%68.45% (+0.95%)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
65
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
101
Dupont Capital Management
Delaware
$378K +$357K +5,961 New
MIM
102
MetLife Investment Management
New Jersey
$371K -$94.8K -1,582 -21%
Citigroup
103
Citigroup
New York
$366K +$15.5K +258 +5%
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$364K +$4.85K +81 +1%
MAM
105
Meeder Asset Management
Ohio
$341K +$257K +4,283 +391%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$337K -$959 -16 -0.3%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$330K -$70.6K -1,178 -18%
SAM
108
Symphony Asset Management
California
$313K -$16.5K -275 -5%
P
109
Pitcairn
Pennsylvania
$307K +$22.5K +376 +8%
Prudential Financial
110
Prudential Financial
New Jersey
$292K +$276K +4,602 New
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$288K +$2.34K +39 +0.9%
Legal & General Group
112
Legal & General Group
United Kingdom
$283K +$84.6K +1,411 +46%
US Bancorp
113
US Bancorp
Minnesota
$281K -$8.45K -141 -3%
LPL Financial
114
LPL Financial
California
$257K +$243K +4,058 New
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$252K -$30K -500 -11%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$247K +$10.1K +169 +5%
SPC
117
Sigma Planning Corp
Michigan
$220K +$1.26K +21 +0.6%
AG
118
Algert Global
California
$214K +$202K +3,370 New
FHA
119
Flagship Harbor Advisors
Massachusetts
$206K +$1.14K +19 +0.6%
Mitsubishi UFJ Trust & Banking
120
Mitsubishi UFJ Trust & Banking
Japan
$206K +$195K +3,249 New
DZ Bank
121
DZ Bank
Germany
$202K +$191K +3,184 New
QI
122
QS Investors
New York
$172K
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$154K -$2.52K -42 -2%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$147K -$30.4K -508 -18%
ASN
125
Advisory Services Network
Georgia
$118K

UTL Hedge Fund Activity: Q3 2019 in Review

159 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2019, worth a combined $647M — up 7.4% from $603M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UTL positions and 11 closed out — a net gain of 9 holders — while 65 added to existing stakes and 42 trimmed.

The largest buyer was Aristotle Capital Boston, adding an estimated $3.6M. The largest seller was Impax Asset Management Group, cutting an estimated $9.08M.

  • 159 institutional investors held Unitil (UTL) as of Q3 2019, up from 152 in Q2 2019.
  • Funds reported $647M of Unitil stock for Q3 2019, up 7.4% quarter-over-quarter.
  • 20 funds opened new Unitil positions in Q3 2019 and 11 closed out, a net change of +9 holders.
  • The largest Unitil buyer in Q3 2019 was Aristotle Capital Boston, an estimated $3.6M added.
  • The largest Unitil seller in Q3 2019 was Impax Asset Management Group, an estimated $9.08M sold.

Based on aggregated 13F filings for Q3 2019.