Unitil
UTL
111 hedge funds and large institutions have $226M invested in Unitil in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
19% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 36
6% more funds holding
Funds holding: 105 → 111 (+6)
5% more capital invested
Capital invested by funds: $215M → $226M (+$10.9M)
0.92% more ownership
Funds ownership: 47.2% → 48.12% (+0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Analytic Investors
Los Angeles,
California
|
+$1.81M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.74M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.06M |
| 4 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$997K |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$853K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.57M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.17M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$1.1M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$1.04M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$541K |
UTL Hedge Fund Activity: Q2 2014 in Review
111 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2014, worth a combined $226M — up 5.1% from $215M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UTL positions and 3 closed out — a net gain of 6 holders — while 43 added to existing stakes and 36 trimmed.
The largest buyer was Analytic Investors, adding an estimated $1.81M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $3.57M.
- 111 institutional investors held Unitil (UTL) as of Q2 2014, up from 105 in Q1 2014.
- Funds reported $226M of Unitil stock for Q2 2014, up 5.1% quarter-over-quarter.
- 9 funds opened new Unitil positions in Q2 2014 and 3 closed out, a net change of +6 holders.
- The largest Unitil buyer in Q2 2014 was Analytic Investors, an estimated $1.81M added.
- The largest Unitil seller in Q2 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $3.57M sold.
Based on aggregated 13F filings for Q2 2014.