Unitil
UTL
126 hedge funds and large institutions have $343M invested in Unitil in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
87% more call options, than puts
Call options by funds: $778K | Put options by funds: $416K
77% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 31
24% more capital invested
Capital invested by funds: $276M → $343M (+$66.5M)
10% more funds holding
Funds holding: 115 → 126 (+11)
2.43% more ownership
Funds ownership: 55.01% → 57.44% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$2.82M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$2.67M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.33M |
| 4 |
Renaissance Technologies
New York
|
+$2.16M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.53M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$984K |
| 3 |
Morgan Stanley
New York
|
-$808K |
| 4 |
D.E. Shaw & Co
New York
|
-$649K |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$612K |
UTL Hedge Fund Activity: Q1 2016 in Review
126 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2016, worth a combined $343M — up 24% from $276M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new UTL positions and 8 closed out — a net gain of 11 holders — while 55 added to existing stakes and 31 trimmed.
The largest buyer was Putnam Investments, opening a new position worth an estimated $2.82M. The largest seller was Kennedy Capital Management, cutting an estimated $2.53M.
- 126 institutional investors held Unitil (UTL) as of Q1 2016, up from 115 in Q4 2015.
- Funds reported $343M of Unitil stock for Q1 2016, up 24% quarter-over-quarter.
- 19 funds opened new Unitil positions in Q1 2016 and 8 closed out, a net change of +11 holders.
- The largest Unitil buyer in Q1 2016 was Putnam Investments, an estimated $2.82M added.
- The largest Unitil seller in Q1 2016 was Kennedy Capital Management, an estimated $2.53M sold.
Based on aggregated 13F filings for Q1 2016.