We are live on ! Find out more

150 hedge funds and large institutions have $491M invested in Unitil in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

6% more funds holding

Funds holding: 141150 (+9)

0.03% more ownership

Funds ownership: 65.15%65.18% (+0.03%)

0% less capital invested

Capital invested by funds: $493M → $491M (-$2.25M)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
48
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$60M +$1.66M +33,372 +3%
FCM
2
Frontier Capital Management
Massachusetts
$44.4M -$4.18K -84 -0%
Renaissance Technologies
3
Renaissance Technologies
New York
$43.1M +$1.89M +38,000 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$40.2M +$1.54M +30,837 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$29.1M +$187K +3,753 +0.7%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$26.5M +$752K +15,100 +3%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$20.8M
State Street
8
State Street
Massachusetts
$16.9M -$524K -10,519 -3%
Northern Trust
9
Northern Trust
Illinois
$14.6M +$4.71M +94,481 +49%
MPAM
10
Monarch Partners Asset Management
Massachusetts
$14M +$6.5M +130,500 +89%
ACB
11
Aristotle Capital Boston
Massachusetts
$13.1M +$1.67M +33,577 +15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.38M +$533K +10,696 +6%
TCM
13
Tributary Capital Management
Nebraska
$8.93M +$1.7M +34,078 +24%
FP
14
Foundry Partners
Minnesota
$8.19M -$90.9K -1,825 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.82M -$471K -9,458 -6%
AL
16
AJO LP
Pennsylvania
$6.58M +$165K +3,302 +3%
PPA
17
Parametric Portfolio Associates
Washington
$6.16M -$927K -18,599 -13%
Wells Fargo
18
Wells Fargo
California
$5.89M +$241K +4,845 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.02M -$128K -2,567 -3%
BFS
20
Bradley Foster & Sargent
Connecticut
$4.48M
First Manhattan
21
First Manhattan
New York
$4.27M -$272K -5,455 -6%
Charles Schwab
22
Charles Schwab
California
$4.23M -$32.4K -651 -0.8%
MAM
23
Martingale Asset Management
Massachusetts
$4.18M +$498K +10,000 +14%
DGHMC
24
Dalton, Greiner, Hartman, Maher & Co
New York
$4.07M -$31.1K -624 -0.8%
Goldman Sachs
25
Goldman Sachs
New York
$3.85M -$131K -2,637 -3%

UTL Hedge Fund Activity: Q4 2018 in Review

150 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2018, worth a combined $491M — down 0.46% from $493M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UTL positions and 12 closed out — a net gain of 9 holders — while 48 added to existing stakes and 54 trimmed.

The largest buyer was Monarch Partners Asset Management, adding an estimated $6.5M. The largest seller was Eagle Boston Investment Management, cutting an estimated $7.56M.

  • 150 institutional investors held Unitil (UTL) as of Q4 2018, up from 141 in Q3 2018.
  • Funds reported $491M of Unitil stock for Q4 2018, down 0.46% quarter-over-quarter.
  • 21 funds opened new Unitil positions in Q4 2018 and 12 closed out, a net change of +9 holders.
  • The largest Unitil buyer in Q4 2018 was Monarch Partners Asset Management, an estimated $6.5M added.
  • The largest Unitil seller in Q4 2018 was Eagle Boston Investment Management, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2018.