Unitil
UTL
125 hedge funds and large institutions have $378M invested in Unitil in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
3% more funds holding
Funds holding: 121 → 125 (+4)
10% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 42
0.29% more ownership
Funds ownership: 59.26% → 59.55% (+0.29%)
0% more capital invested
Capital invested by funds: $378M → $378M (+$506K)
60% less call options, than puts
Call options by funds: $114K | Put options by funds: $288K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$47M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$4.59M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.12M |
| 4 |
Renaissance Technologies
New York
|
+$1.99M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$6.77M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$5.15M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.83M |
| 4 |
Morgan Stanley
New York
|
-$812K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$700K |
UTL Hedge Fund Activity: Q1 2017 in Review
125 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2017, worth a combined $378M — up 0.13% from $378M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new UTL positions and 5 closed out — a net gain of 9 holders — while 46 added to existing stakes and 42 trimmed.
The largest buyer was BlackRock, adding an estimated $47M. The largest seller was LSV Asset Management, cutting an estimated $6.77M.
- 125 institutional investors held Unitil (UTL) as of Q1 2017, up from 121 in Q4 2016.
- Funds reported $378M of Unitil stock for Q1 2017, up 0.13% quarter-over-quarter.
- 14 funds opened new Unitil positions in Q1 2017 and 5 closed out, a net change of +9 holders.
- The largest Unitil buyer in Q1 2017 was BlackRock, an estimated $47M added.
- The largest Unitil seller in Q1 2017 was LSV Asset Management, an estimated $6.77M sold.
Based on aggregated 13F filings for Q1 2017.