Unitil
UTL
121 hedge funds and large institutions have $378M invested in Unitil in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 11 closing their positions.
34% more call options, than puts
Call options by funds: $567K | Put options by funds: $422K
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
18% more capital invested
Capital invested by funds: $321M → $378M (+$56.5M)
16% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 38
0.31% more ownership
Funds ownership: 58.95% → 59.26% (+0.31%)
1% less funds holding
Funds holding: 122 → 121 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
+$3.73M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.94M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.82M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$2.69M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.62M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.95M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2.43M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$2.04M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFIMFI
126
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| – | -$289K | -7,385 | Closed |
|
|
SIM
127
Spark Investment Management
New York
| – | -$269K | -6,900 | Closed |
|
128
Allianz Asset Management
Munich,
Germany
| – | -$240K | -6,131 | Closed |
|
|
IGIM
129
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| – | -$89K | -2,279 | Closed |
|
|
CG
130
Cutler Group
San Francisco,
California
| – | -$16.9K | -406 | Closed |
|
|
PMFA
131
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$2K | -60 | Closed |
|
UTL Hedge Fund Activity: Q4 2016 in Review
121 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2016, worth a combined $378M — up 18% from $321M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new UTL positions and 11 closed out — a net gain of 2 holders — while 44 added to existing stakes and 38 trimmed.
The largest buyer was Eagle Boston Investment Management, opening a new position worth an estimated $3.73M. The largest seller was Kennedy Capital Management, cutting an estimated $3.62M.
- 121 institutional investors held Unitil (UTL) as of Q4 2016, down from 122 in Q3 2016.
- Funds reported $378M of Unitil stock for Q4 2016, up 18% quarter-over-quarter.
- 13 funds opened new Unitil positions in Q4 2016 and 11 closed out, a net change of +2 holders.
- The largest Unitil buyer in Q4 2016 was Eagle Boston Investment Management, an estimated $3.73M added.
- The largest Unitil seller in Q4 2016 was Kennedy Capital Management, an estimated $3.62M sold.
Based on aggregated 13F filings for Q4 2016.