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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
QT
151
Quantbot Technologies
New York
$6K +$5.99K +100 New
LWM
152
Liberty Wealth Management
California
$4K – – –
QCG
153
Quadrant Capital Group
Ohio
$4K – – –
PO
154
Private Ocean
California
$3K – – –
RCAG
155
Rehmann Capital Advisory Group
Michigan
$1.06K -$1.2K -20 -56%
Toronto Dominion Bank
156
Toronto Dominion Bank
Ontario, Canada
$1K -$899 -15 -50%
TFO
157
Tarbox Family Office
California
$1K – – –
GT
158
Glenmede Trust
Pennsylvania
$9 +$8.51K +142 New
HIM
159
Hillsdale Investment Management
Ontario, Canada
– -$803K -13,400 Closed
Canada Life
160
Canada Life
Manitoba, Canada
– -$413K -6,912 Closed
Mackenzie Financial
161
Mackenzie Financial
Ontario, Canada
– -$270K -4,502 Closed
PP
162
Paloma Partners
Connecticut
– -$243K -4,063 Closed
Connor, Clark & Lunn Investment Management (CC&L)
163
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$226K -3,775 Closed
SIM
164
Spark Investment Management
New York
– -$203K -3,400 Closed
AssetMark Inc
165
AssetMark Inc
California
– -$179K -2,982 Closed
SIS
166
Sound Income Strategies
Florida
– -$24K -400 Closed
JIR
167
James Investment Research
Ohio
– -$22K -370 Closed
TRCT
168
Tower Research Capital (TRC)
New York
– -$6K -100 Closed
RWA
169
Redhawk Wealth Advisors
Minnesota
– -$2K -27 Closed
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.