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Unitil
UTL

159 hedge funds and large institutions have $647M invested in Unitil in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

7% more capital invested

Capital invested by funds: $603M → $647M (+$44.5M)

5% more funds holding

Funds holding: 152 → 159 (+7)

0.95% more ownership

Funds ownership: 67.5% → 68.45% (+0.95%)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
65
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACB
Aristotle Capital Boston
Massachusetts
+$3.6M
2
Principal Financial Group
Principal Financial Group
Iowa
+$3.11M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.21M
4
BA
Boston Advisors
Massachusetts
+$2.17M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$9.08M
2
FCM
Frontier Capital Management
Massachusetts
-$5.15M
3
MPAM
Monarch Partners Asset Management
Massachusetts
-$3.64M
4
Millennium Management
Millennium Management
New York
-$2.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
126
Federated Hermes
Pennsylvania
$117K +$6.29K +105 +6%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$114K +$60 +1 +0.1%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$110K +$9.77K +163 +10%
HCM
129
Hilton Capital Management
New York
$108K +$102K +1,701 New
SG Americas Securities
130
SG Americas Securities
New York
$102K +$96.7K +1,613 New
New York State Teachers Retirement System (NYSTRS)
131
New York State Teachers Retirement System (NYSTRS)
New York
$82K – – –
LIA
132
LS Investment Advisors
Michigan
$80K – – –
AIP
133
Ameritas Investment Partners
Nebraska
$79K – – –
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$74K – – –
NFG
135
Next Financial Group
Texas
$64K – – –
ARMC
136
American Research & Management Company
Massachusetts
$63K – – –
QT
137
Quantamental Technologies
New York
$38K -$5.99K -100 -14%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$34K +$9.11K +152 +40%
TCOV
139
Trust Company of Vermont
Vermont
$29K – – –
LC
140
Lindbrook Capital
California
$28K – – –
OIA
141
Optimum Investment Advisors
Illinois
$25K – – –
FHA
142
First Horizon Advisors
Tennessee
$24K – – –
TF
143
TimeScale Financial
Massachusetts
$21K +$60 +1 +0.3%
SPIA
144
Steward Partners Investment Advisory
New York
$16K – – –
PCG
145
Private Capital Group
Connecticut
$14K +$12.4K +207 +2,300%
PA
146
Parallel Advisors
California
$11K – – –
S
147
SignatureFD
Georgia
$11K – – –
IA
148
IFP Advisors
Florida
$10K +$9.35K +156 New
EW
149
Evoke Wealth
California
$9.9K +$9.35K +156 New
HPC
150
HM Payson & Co
Maine
$9K +$8.51K +142 New
3 4 5
6
7

UTL Hedge Fund Activity: Q3 2019 in Review

159 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2019, worth a combined $647M — up 7.4% from $603M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UTL positions and 11 closed out — a net gain of 9 holders — while 65 added to existing stakes and 42 trimmed.

The largest buyer was Aristotle Capital Boston, adding an estimated $3.6M. The largest seller was Impax Asset Management Group, cutting an estimated $9.08M.

  • 159 institutional investors held Unitil (UTL) as of Q3 2019, up from 152 in Q2 2019.
  • Funds reported $647M of Unitil stock for Q3 2019, up 7.4% quarter-over-quarter.
  • 20 funds opened new Unitil positions in Q3 2019 and 11 closed out, a net change of +9 holders.
  • The largest Unitil buyer in Q3 2019 was Aristotle Capital Boston, an estimated $3.6M added.
  • The largest Unitil seller in Q3 2019 was Impax Asset Management Group, an estimated $9.08M sold.

Based on aggregated 13F filings for Q3 2019.