We are live on ! Find out more

125 hedge funds and large institutions have $405M invested in Unitil in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

7% more capital invested

Capital invested by funds: $378M → $405M (+$26.5M)

0% more funds holding

Funds holding: 125125 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.16% less ownership

Funds ownership: 59.55%59.39% (-0.16%)

Holders
125
Holders Change
Holders Change %
0%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
47
Reduced
38
Closed
7
Calls
$561K
Puts
Net Calls
+$561K
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$51.1M -$167K -3,520 -0.3%
FCM
2
Frontier Capital Management
Massachusetts
$45.2M -$44.3K -932 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.9M +$346K +7,281 +0.9%
Renaissance Technologies
4
Renaissance Technologies
New York
$25.6M +$1.78M +37,500 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$25.5M +$792K +16,671 +3%
IAM
6
Impax Asset Management
New Hampshire
$18.5M
State Street
7
State Street
Massachusetts
$17.1M +$567K +11,941 +3%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$9.66M
Northern Trust
9
Northern Trust
Illinois
$8.82M +$448K +9,419 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.36M -$115K -2,411 -1%
MPAM
11
Monarch Partners Asset Management
Massachusetts
$7.8M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$7.32M +$125K +2,636 +2%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$7.27M -$261K -5,487 -4%
JP Morgan Chase
14
JP Morgan Chase
New York
$7.03M +$365K +7,683 +6%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$5.22M -$3.69M -77,745 -42%
PPA
16
Parametric Portfolio Associates
Washington
$4.92M -$50.9K -1,072 -1%
LSV Asset Management
17
LSV Asset Management
Illinois
$4.86M
EBIM
18
Eagle Boston Investment Management
Massachusetts
$4.84M +$269K +5,670 +6%
ACB
19
Aristotle Capital Boston
Massachusetts
$4.6M +$753K +15,842 +20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.34M -$293K -6,177 -6%
BFS
21
Bradley Foster & Sargent
Connecticut
$4.28M
First Manhattan
22
First Manhattan
New York
$4.06M -$95K -2,000 -2%
MAM
23
Martingale Asset Management
Massachusetts
$4.04M
Wells Fargo
24
Wells Fargo
California
$3.79M -$111K -2,329 -3%
Millennium Management
25
Millennium Management
New York
$3.52M +$2.72M +57,144 +362%

UTL Hedge Fund Activity: Q2 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2017, worth a combined $405M — up 7% from $378M a quarter earlier.

Fund positioning in UTL was balanced in Q2 2017: 7 funds opened new positions, 7 closed out, 47 added to existing stakes and 38 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.72M. The largest seller was James Investment Research, exiting entirely with an estimated $4.6M sold.

  • 125 institutional investors held Unitil (UTL) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $405M of Unitil stock for Q2 2017, up 7% quarter-over-quarter.
  • 7 funds opened new Unitil positions in Q2 2017 and 7 closed out, a net change of 0 holders.
  • The largest Unitil buyer in Q2 2017 was Millennium Management, an estimated $2.72M added.
  • The largest Unitil seller in Q2 2017 was James Investment Research, an estimated $4.6M sold.

Based on aggregated 13F filings for Q2 2017.