Unitil
UTL
144 hedge funds and large institutions have $444M invested in Unitil in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 16 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 42
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
1.39% more ownership
Funds ownership: 62.94% → 64.33% (+1.4%)
4% more capital invested
Capital invested by funds: $425M → $444M (+$18.5M)
1% more funds holding
Funds holding: 143 → 144 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Impax Asset Management
Portsmouth,
New Hampshire
|
+$4.36M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$4.11M |
| 3 |
Renaissance Technologies
New York
|
+$3.07M |
| 4 |
SHA
Shelter Harbor Advisors
Weatogue,
Connecticut
|
+$2.43M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
-$2.33M |
| 2 |
Morgan Stanley
New York
|
-$1.89M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$1.78M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.57M |
| 5 |
SIM
Spark Investment Management
New York
|
-$1.37M |
UTL Hedge Fund Activity: Q1 2018 in Review
144 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2018, worth a combined $444M — up 4.3% from $425M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new UTL positions and 16 closed out — a net gain of 3 holders — while 58 added to existing stakes and 42 trimmed.
The largest buyer was Impax Asset Management, adding an estimated $4.36M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $2.33M sold.
- 144 institutional investors held Unitil (UTL) as of Q1 2018, up from 143 in Q4 2017.
- Funds reported $444M of Unitil stock for Q1 2018, up 4.3% quarter-over-quarter.
- 19 funds opened new Unitil positions in Q1 2018 and 16 closed out, a net change of +3 holders.
- The largest Unitil buyer in Q1 2018 was Impax Asset Management, an estimated $4.36M added.
- The largest Unitil seller in Q1 2018 was Marshall Wace North America, an estimated $2.33M sold.
Based on aggregated 13F filings for Q1 2018.