Unitil
UTL
114 hedge funds and large institutions have $212M invested in Unitil in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 11 closing their positions.
33% more capital inflows, than outflows
Capital inflows: $18.1M | Capital outflows: $13.6M
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
3% more funds holding
Funds holding: 111 → 114 (+3)
0.97% more ownership
Funds ownership: 48.12% → 49.09% (+0.97%)
16% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.79M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$2.21M |
| 3 |
Numeric Investors
Boston,
Massachusetts
|
+$1.99M |
| 4 |
Morgan Stanley
New York
|
+$1.52M |
| 5 |
Segall Bryant & Hamill
Chicago,
Illinois
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPP
Crow Point Partners
Boston,
Massachusetts
|
-$3.28M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.5M |
| 3 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.13M |
| 4 |
BlackRock Institutional Trust
San Francisco,
California
|
-$783K |
| 5 |
BlackRock Fund Advisors
San Francisco,
California
|
-$676K |
UTL Hedge Fund Activity: Q3 2014 in Review
114 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2014, worth a combined $212M — down 6% from $226M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new UTL positions and 11 closed out — a net gain of 3 holders — while 32 added to existing stakes and 38 trimmed.
The largest buyer was Vanguard Group, adding an estimated $3.79M. The largest seller was Crow Point Partners, exiting entirely with an estimated $3.28M sold.
- 114 institutional investors held Unitil (UTL) as of Q3 2014, up from 111 in Q2 2014.
- Funds reported $212M of Unitil stock for Q3 2014, down 6% quarter-over-quarter.
- 14 funds opened new Unitil positions in Q3 2014 and 11 closed out, a net change of +3 holders.
- The largest Unitil buyer in Q3 2014 was Vanguard Group, an estimated $3.79M added.
- The largest Unitil seller in Q3 2014 was Crow Point Partners, an estimated $3.28M sold.
Based on aggregated 13F filings for Q3 2014.