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Unitil
UTL

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: 128 → 143 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$10.5M
2
Renaissance Technologies
Renaissance Technologies
New York
+$3.43M
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$3.1M
4
MWNA
Marshall Wace North America
New York
+$2.56M
5
PPA
Parametric Portfolio Associates
Washington
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
FCM
Frontier Capital Management
Massachusetts
-$6.92M
2
LSV Asset Management
LSV Asset Management
Illinois
-$1.38M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.36M
4
NFA
Nationwide Fund Advisors
Ohio
-$796K
5
Millennium Management
Millennium Management
New York
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
126
Delpha Capital Management
New York
$35K +$39K +777 New
SIC
127
Salem Investment Counselors
North Carolina
$34K +$37.6K +750 New
SWM
128
SeaCrest Wealth Management
New York
$32K +$35.1K +700 New
MAM
129
Meeder Asset Management
Ohio
$30K -$22.3K -445 -40%
EWM
130
Evercore Wealth Management
New York
$23K – – –
TCOV
131
Trust Company of Vermont
Vermont
$23K – – –
Federated Hermes
132
Federated Hermes
Pennsylvania
$23K +$25.8K +515 New
VIA
133
Vantage Investment Advisors
Pennsylvania
$12K +$100 +2 +0.8%
AssetMark Inc
134
AssetMark Inc
California
$11K +$11.7K +233 +1,942%
WB
135
Webster Bank
Connecticut
$10K – – –
MOS
136
MGO One Seven
Ohio
$9K +$10.1K +202 New
ASN
137
Advisory Services Network
Georgia
$7K – – –
Loomis, Sayles & Company
138
Loomis, Sayles & Company
Massachusetts
$7K +$3.46K +69 +86%
STA
139
Summit Trail Advisors
New York
$7K +$7.63K +152 New
PA
140
Parallel Advisors
California
$5K – – –
QCG
141
Quadrant Capital Group
Ohio
$5K – – –
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$3K -$2.51K -50 -43%
VCM
143
Versant Capital Management
Arizona
$2K – – –
NFA
144
Nationwide Fund Advisors
Ohio
– -$796K -16,084 Closed
CCIA
145
Campbell & Co Investment Adviser
Maryland
– -$418K -8,451 Closed
HHC
146
Hutchin Hill Capital
New York
– -$386K -7,800 Closed
Allianz Asset Management
147
Allianz Asset Management
Germany
– -$343K -6,944 Closed
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
– -$311K -6,298 Closed
MF
149
Magnetar Financial
Illinois
– -$204K -4,124 Closed
Neuberger Berman Group
150
Neuberger Berman Group
New York
– -$204K -4,124 Closed
3 4 5
6
7

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.