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150 hedge funds and large institutions have $491M invested in Unitil in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

6% more funds holding

Funds holding: 141150 (+9)

0.03% more ownership

Funds ownership: 65.15%65.18% (+0.03%)

0% less capital invested

Capital invested by funds: $493M → $491M (-$2.25M)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
48
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
126
Trust Company of Vermont
Vermont
$24K
LC
127
Lindbrook Capital
California
$22K +$22.1K +444 New
Barclays
128
Barclays
United Kingdom
$21K -$279K -5,593 -93%
OIA
129
Optimum Investment Advisors
Illinois
$20K
SIS
130
Sound Income Strategies
Florida
$20K +$19.9K +400 New
FHA
131
First Horizon Advisors
Tennessee
$19K +$6.97K +140 +56%
QCG
132
Quadrant Capital Group
Ohio
$12K
WB
133
Webster Bank
Connecticut
$11K
MOS
134
MGO One Seven
Ohio
$10K +$10.1K +202 New
PA
135
Parallel Advisors
California
$9K
S
136
SignatureFD
Georgia
$9K +$8.87K +178 New
PCG
137
Private Capital Group
Connecticut
$8K +$6.97K +140 +1,556%
IA
138
IFP Advisors
Florida
$7K +$2.74K +55 +72%
TRCT
139
Tower Research Capital (TRC)
New York
$7K +$6.58K +132 New
CC
140
Claybrook Capital
Massachusetts
$7K +$7.37K +148 New
WDL
141
Well Done LLC
Michigan
$7K +$7.37K +148 New
JA
142
JOYN Advisors
Georgia
$5K -$11.6K -232 -72%
MNBTD
143
Moody National Bank Trust Division
Texas
$5K +$4.83K +97 New
PWMG
144
Prestige Wealth Management Group
New Jersey
$4K +$3.74K +75 New
OFW
145
Omnia Family Wealth
Florida
$3K
CAM
146
Cresset Asset Management
Illinois
$3K +$2.69K +54 New
LWM
147
Liberty Wealth Management
California
$3K +$3.04K +61 New
VCM
148
Versant Capital Management
Arizona
$1K
RCAG
149
Rehmann Capital Advisory Group
Michigan
$771 -$1.59K -32 -68%
GT
150
Glenmede Trust
Pennsylvania
$1 +$1.64K +33 New

UTL Hedge Fund Activity: Q4 2018 in Review

150 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2018, worth a combined $491M — down 0.46% from $493M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UTL positions and 12 closed out — a net gain of 9 holders — while 48 added to existing stakes and 54 trimmed.

The largest buyer was Monarch Partners Asset Management, adding an estimated $6.5M. The largest seller was Eagle Boston Investment Management, cutting an estimated $7.56M.

  • 150 institutional investors held Unitil (UTL) as of Q4 2018, up from 141 in Q3 2018.
  • Funds reported $491M of Unitil stock for Q4 2018, down 0.46% quarter-over-quarter.
  • 21 funds opened new Unitil positions in Q4 2018 and 12 closed out, a net change of +9 holders.
  • The largest Unitil buyer in Q4 2018 was Monarch Partners Asset Management, an estimated $6.5M added.
  • The largest Unitil seller in Q4 2018 was Eagle Boston Investment Management, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2018.