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152 hedge funds and large institutions have $603M invested in Unitil in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 39

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $544M → $603M (+$58.5M)

1% more funds holding

Funds holding: 150152 (+2)

0.09% more ownership

Funds ownership: 67.41%67.5% (+0.09%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
68
Reduced
39
Closed
15
Calls
$599K
Puts
Net Calls
+$599K
Net Calls Change
+$599K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$75K +$9.16K +161 +15%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$70K
MAM
128
Meeder Asset Management
Ohio
$65K +$62.3K +1,096 New
ARMC
129
American Research & Management Company
Massachusetts
$60K
NFG
130
Next Financial Group
Texas
$60K
QT
131
Quantamental Technologies
New York
$42K +$17.1K +300 +75%
TCOV
132
Trust Company of Vermont
Vermont
$28K
LC
133
Lindbrook Capital
California
$26K
OIA
134
Optimum Investment Advisors
Illinois
$24K
SIS
135
Sound Income Strategies
Florida
$24K
FHA
136
First Horizon Advisors
Tennessee
$23K
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$23K +$9.95K +175 +85%
JIR
138
James Investment Research
Ohio
$22K +$8.82K +155 +72%
TF
139
TimeScale Financial
Massachusetts
$20K +$19.1K +336 New
SPIA
140
Steward Partners Investment Advisory
New York
$15K +$14.6K +256 New
PA
141
Parallel Advisors
California
$11K
S
142
SignatureFD
Georgia
$11K
TRCT
143
Tower Research Capital (TRC)
New York
$6K +$5.69K +100 New
LWM
144
Liberty Wealth Management
California
$4K +$398 +7 +11%
QCG
145
Quadrant Capital Group
Ohio
$3K
RCAG
146
Rehmann Capital Advisory Group
Michigan
$2.18K +$1.19K +21 +140%
RWA
147
Redhawk Wealth Advisors
Minnesota
$2K +$1.54K +27 New
PO
148
Private Ocean
California
$2K +$2.67K +47 New
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$1K +$853 +15 +100%
TFO
150
Tarbox Family Office
California
$1K +$910 +16 New

UTL Hedge Fund Activity: Q2 2019 in Review

152 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2019, worth a combined $603M — up 11% from $544M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UTL positions and 15 closed out — a net gain of 5 holders — while 68 added to existing stakes and 39 trimmed.

The largest buyer was Nuveen, adding an estimated $10.4M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $22.2M sold.

  • 152 institutional investors held Unitil (UTL) as of Q2 2019, up from 150 in Q1 2019.
  • Funds reported $603M of Unitil stock for Q2 2019, up 11% quarter-over-quarter.
  • 20 funds opened new Unitil positions in Q2 2019 and 15 closed out, a net change of +5 holders.
  • The largest Unitil buyer in Q2 2019 was Nuveen, an estimated $10.4M added.
  • The largest Unitil seller in Q2 2019 was Adage Capital Partners, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2019.