We are live on ! Find out more
UTL icon

Unitil
UTL

141 hedge funds and large institutions have $493M invested in Unitil in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 35

1% more capital invested

Capital invested by funds: $487M → $493M (+$6.34M)

0.97% more ownership

Funds ownership: 64.18% → 65.15% (+0.97%)

5% less funds holding

Funds holding: 149 → 141 (-8)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
53
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.14M
2
FCM
Frontier Capital Management
Massachusetts
+$2.09M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.99M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.49M
5
Goldman Sachs
Goldman Sachs
New York
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2M
2
USAA
United Services Automobile Association
Texas
-$1.21M
3
Millennium Management
Millennium Management
New York
-$909K
4
First Trust Advisors
First Trust Advisors
Illinois
-$860K
5
Two Sigma Investments
Two Sigma Investments
New York
-$847K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
126
Trust Company of Vermont
Vermont
$24K – – –
OIA
127
Optimum Investment Advisors
Illinois
$20K – – –
JA
128
JOYN Advisors
Georgia
$16K – – –
SPIA
129
Steward Partners Investment Advisory
New York
$13K – – –
FHA
130
First Horizon Advisors
Tennessee
$12K – – –
QCG
131
Quadrant Capital Group
Ohio
$12K – – –
WB
132
Webster Bank
Connecticut
$11K – – –
PA
133
Parallel Advisors
California
$9K – – –
Loomis, Sayles & Company
134
Loomis, Sayles & Company
Massachusetts
$8K – – –
IA
135
IFP Advisors
Florida
$4K – – –
OFW
136
Omnia Family Wealth
Florida
$3K – – –
PWAG
137
Polaris Wealth Advisory Group
California
$3K +$2.91K +57 New
RCAG
138
Rehmann Capital Advisory Group
Michigan
$2.4K -$204 -4 -8%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$2K +$1.78K +35 New
VCM
140
Versant Capital Management
Arizona
$1K – – –
USAA
141
United Services Automobile Association
Texas
– -$1.21M -23,670 Closed
First Trust Advisors
142
First Trust Advisors
Illinois
– -$860K -16,842 Closed
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
– -$798K -15,631 Closed
Balyasny Asset Management
144
Balyasny Asset Management
Illinois
– -$595K -11,652 Closed
DCM
145
Dupont Capital Management
Delaware
– -$367K -7,195 Closed
MWNA
146
Marshall Wace North America
New York
– -$276K -5,411 Closed
Squarepoint
147
Squarepoint
New York
– -$241K -4,721 Closed
VF
148
Virtu Financial
New York
– -$234K -4,580 Closed
Neuberger Berman Group
149
Neuberger Berman Group
New York
– -$210K -4,124 Closed
SG Americas Securities
150
SG Americas Securities
New York
– -$194K -3,798 Closed
3 4 5
6
7

UTL Hedge Fund Activity: Q3 2018 in Review

141 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2018, worth a combined $493M — up 1.3% from $487M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UTL and 11 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 53 added.

The largest buyer was Vanguard Group, adding an estimated $2.14M. The largest seller was Citadel Advisors, cutting an estimated $2M.

  • 141 institutional investors held Unitil (UTL) as of Q3 2018, down from 149 in Q2 2018.
  • Funds reported $493M of Unitil stock for Q3 2018, up 1.3% quarter-over-quarter.
  • 11 funds opened new Unitil positions in Q3 2018 and 17 closed out, a net change of -6 holders.
  • The largest Unitil buyer in Q3 2018 was Vanguard Group, an estimated $2.14M added.
  • The largest Unitil seller in Q3 2018 was Citadel Advisors, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2018.