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150 hedge funds and large institutions have $544M invested in Unitil in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $491M → $544M (+$53.5M)

10% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 49

2.22% more ownership

Funds ownership: 65.18%67.41% (+2.2%)

0% more funds holding

Funds holding: 150150 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

Holders
150
Holders Change
Holders Change %
0%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
54
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$63.3M -$882K -16,889 -1%
FCM
2
Frontier Capital Management
Massachusetts
$47.9M +$407K +7,802 +0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$46.8M +$715K +13,700 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.2M +$214K +4,106 +0.5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31.2M +$37K +709 +0.1%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$23.8M -$4.32M -82,796 -16%
ACB
7
Aristotle Capital Boston
Massachusetts
$22.6M +$8.31M +159,216 +62%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$22.2M
State Street
9
State Street
Massachusetts
$18.7M +$583K +11,173 +3%
Northern Trust
10
Northern Trust
Illinois
$15.7M +$66.7K +1,278 +0.4%
MPAM
11
Monarch Partners Asset Management
Massachusetts
$12.9M -$2.02M -38,765 -14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$11.6M +$1.51M +29,008 +16%
TCM
13
Tributary Capital Management
Nebraska
$10.7M +$1.12M +21,363 +12%
FP
14
Foundry Partners
Minnesota
$9.3M +$517K +9,900 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.62M +$252K +4,830 +3%
AL
16
AJO LP
Pennsylvania
$6.78M -$255K -4,878 -4%
Wells Fargo
17
Wells Fargo
California
$6.43M +$118K +2,252 +2%
PPA
18
Parametric Portfolio Associates
Washington
$5.54M -$1.01M -19,309 -16%
MAM
19
Martingale Asset Management
Massachusetts
$5.4M +$893K +17,107 +21%
Charles Schwab
20
Charles Schwab
California
$5.18M +$624K +11,945 +14%
SEI Investments
21
SEI Investments
Pennsylvania
$5.07M +$1.25M +23,858 +34%
BFS
22
Bradley Foster & Sargent
Connecticut
$4.8M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.72M -$629K -12,053 -12%
First Manhattan
24
First Manhattan
New York
$4.58M +$13.1K +250 +0.3%
Goldman Sachs
25
Goldman Sachs
New York
$4.52M +$385K +7,382 +10%

UTL Hedge Fund Activity: Q1 2019 in Review

150 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2019, worth a combined $544M — up 11% from $491M a quarter earlier.

Fund positioning in UTL was balanced in Q1 2019: 15 funds opened new positions, 15 closed out, 54 added to existing stakes and 49 trimmed.

The largest buyer was Aristotle Capital Boston, adding an estimated $8.31M. The largest seller was Impax Asset Management Group, cutting an estimated $4.32M.

  • 150 institutional investors held Unitil (UTL) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $544M of Unitil stock for Q1 2019, up 11% quarter-over-quarter.
  • 15 funds opened new Unitil positions in Q1 2019 and 15 closed out, a net change of 0 holders.
  • The largest Unitil buyer in Q1 2019 was Aristotle Capital Boston, an estimated $8.31M added.
  • The largest Unitil seller in Q1 2019 was Impax Asset Management Group, an estimated $4.32M sold.

Based on aggregated 13F filings for Q1 2019.