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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$3.21M |
| 2 |
Goldman Sachs
New York
|
+$3.18M |
| 3 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
+$2.65M |
| 4 |
Renaissance Technologies
New York
|
+$2.36M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.88M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$2.76M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.54M |
| 4 |
Millennium Management
New York
|
-$1.49M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
126
Versant Capital Management
Phoenix,
Arizona
| $3K | +$249 | +5 | +9% |
|
|
FMA
127
FNY Managed Accounts
New York
| $3K | +$3.98K | +80 | New |
|
128
AssetMark Inc
Concord,
California
| $1K | +$597 | +12 | New |
|
|
HIS
129
Horizon Investment Services
Hammond,
Indiana
| – | -$875K | -18,121 | Closed |
|
130
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$548K | -11,344 | Closed |
|
|
ARTA
131
A.R.T. Advisors
New York
| – | -$275K | -5,702 | Closed |
|
132
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$254K | -5,257 | Closed |
|
|
AIP
133
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$242K | -5,000 | Closed |
|
134
Prudential Financial
Newark,
New Jersey
| – | -$227K | -4,697 | Closed |
|
|
AIM
135
Acrospire Investment Management
Chicago,
Illinois
| – | -$40K | -836 | Closed |
|
136
Creative Planning
Overland Park,
Kansas
| – | -$22K | -454 | Closed |
|
|
CG
137
Cutler Group
San Francisco,
California
| – | -$6K | -127 | Closed |
|
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.