Unitil
UTL
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.
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
6% more funds holding
Funds holding: 141 → 150 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$6.5M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$4.71M |
| 3 |
Renaissance Technologies
New York
|
+$1.89M |
| 4 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$1.7M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
-$7.56M |
| 2 |
Morgan Stanley
New York
|
-$2.41M |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$1.99M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.82M |
| 5 |
Man Group
London,
United Kingdom
|
-$1.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Franklin Resources
San Mateo,
California
| – | -$1.15M | -22,516 | Closed |
|
152
Millennium Management
New York
| – | -$1.01M | -19,815 | Closed |
|
|
GCP
153
GSA Capital Partners
London,
United Kingdom
| – | -$717K | -14,085 | Closed |
|
|
MC
154
Menta Capital
San Francisco,
California
| – | -$383K | -7,528 | Closed |
|
155
Citadel Advisors
Miami,
Florida
| – | -$366K | -7,203 | Closed |
|
|
EGM
156
Engineers Gate Manager
New York
| – | -$226K | -4,444 | Closed |
|
|
SWP
157
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$71K | -1,400 | Closed |
|
158
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$51K | -1,000 | Closed |
|
|
SPIA
159
Steward Partners Investment Advisory
New York
| – | -$13K | -250 | Closed |
|
160
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$8K | -149 | Closed |
|
|
PWAG
161
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$3K | -57 | Closed |
|
162
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$2K | -35 | Closed |
|
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.