Unitil
UTL
119 hedge funds and large institutions have $264M invested in Unitil in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
24% more capital invested
Capital invested by funds: $212M → $264M (+$51.6M)
4% more funds holding
Funds holding: 114 → 119 (+5)
2.6% more ownership
Funds ownership: 49.09% → 51.69% (+2.6%)
5% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.33M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$2.23M |
| 3 |
Renaissance Technologies
New York
|
+$1.86M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.86M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$5.11M |
| 2 |
Morgan Stanley
New York
|
-$1.74M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$870K |
| 4 |
Millennium Management
New York
|
-$737K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$511K |
UTL Hedge Fund Activity: Q4 2014 in Review
119 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2014, worth a combined $264M — up 24% from $212M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UTL positions and 6 closed out — a net gain of 9 holders — while 40 added to existing stakes and 38 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $2.33M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $5.11M.
- 119 institutional investors held Unitil (UTL) as of Q4 2014, up from 114 in Q3 2014.
- Funds reported $264M of Unitil stock for Q4 2014, up 24% quarter-over-quarter.
- 15 funds opened new Unitil positions in Q4 2014 and 6 closed out, a net change of +9 holders.
- The largest Unitil buyer in Q4 2014 was Acadian Asset Management, an estimated $2.33M added.
- The largest Unitil seller in Q4 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $5.11M sold.
Based on aggregated 13F filings for Q4 2014.