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143 hedge funds and large institutions have $425M invested in Unitil in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

12% more funds holding

Funds holding: 128143 (+15)

2.29% more ownership

Funds ownership: 60.66%62.94% (+2.3%)

0% more capital invested

Capital invested by funds: $424M → $425M (+$1.14M)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
49
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48.7M +$241K +4,807 +0.5%
FCM
2
Frontier Capital Management
Massachusetts
$37.1M -$6.92M -137,857 -14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.6M +$712K +14,192 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$29.5M +$3.43M +68,400 +12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$25.3M +$750K +14,937 +3%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$18.7M +$10.5M +210,000 +105%
IAM
7
Impax Asset Management
New Hampshire
$18.3M +$196K +3,900 +1%
State Street
8
State Street
Massachusetts
$16.9M +$761K +15,166 +4%
Northern Trust
9
Northern Trust
Illinois
$8.48M +$189K +3,757 +2%
MPAM
10
Monarch Partners Asset Management
Massachusetts
$8.47M +$1.36M +27,016 +17%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.46M -$401K -7,985 -5%
EBIM
12
Eagle Boston Investment Management
Massachusetts
$7.31M +$349K +6,958 +5%
ACB
13
Aristotle Capital Boston
Massachusetts
$6.95M +$932K +18,572 +14%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$6.91M -$106K -2,117 -1%
PPA
15
Parametric Portfolio Associates
Washington
$6.39M +$1.77M +35,294 +34%
FP
16
Foundry Partners
Minnesota
$6.36M +$1.76M +35,140 +34%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.17M -$103K -2,053 -1%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$5.7M +$1.45M +28,956 +30%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.33M +$1.17M +23,320 +25%
Goldman Sachs
20
Goldman Sachs
New York
$4.45M +$182K +3,625 +4%
Morgan Stanley
21
Morgan Stanley
New York
$4.2M +$1.28M +25,508 +38%
First Manhattan
22
First Manhattan
New York
$4.09M +$374K +7,450 +9%
Wells Fargo
23
Wells Fargo
California
$4.05M +$242K +4,823 +6%
BFS
24
Bradley Foster & Sargent
Connecticut
$4.04M
Charles Schwab
25
Charles Schwab
California
$3.6M -$31.1K -619 -0.8%

UTL Hedge Fund Activity: Q4 2017 in Review

143 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2017, worth a combined $425M — up 0.27% from $424M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UTL positions and 7 closed out — a net gain of 16 holders — while 49 added to existing stakes and 42 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $10.5M. The largest seller was Frontier Capital Management, cutting an estimated $6.92M.

  • 143 institutional investors held Unitil (UTL) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $425M of Unitil stock for Q4 2017, up 0.27% quarter-over-quarter.
  • 23 funds opened new Unitil positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest Unitil buyer in Q4 2017 was Adage Capital Partners, an estimated $10.5M added.
  • The largest Unitil seller in Q4 2017 was Frontier Capital Management, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2017.