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159 hedge funds and large institutions have $647M invested in Unitil in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

7% more capital invested

Capital invested by funds: $603M → $647M (+$44.5M)

5% more funds holding

Funds holding: 152159 (+7)

0.95% more ownership

Funds ownership: 67.5%68.45% (+0.95%)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
65
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$76.8M +$1.88M +31,326 +3%
Renaissance Technologies
2
Renaissance Technologies
New York
$58.8M +$2.21M +36,900 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$57.6M +$1.9M +31,663 +4%
FCM
4
Frontier Capital Management
Massachusetts
$47.2M -$5.15M -85,926 -10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.4M -$134K -2,230 -0.4%
ACB
6
Aristotle Capital Boston
Massachusetts
$32.6M +$3.6M +60,005 +13%
State Street
7
State Street
Massachusetts
$23.6M +$835K +13,926 +4%
Northern Trust
8
Northern Trust
Illinois
$18.9M +$309K +5,153 +2%
TCM
9
Tributary Capital Management
Nebraska
$13.6M -$464K -7,749 -3%
Impax Asset Management Group
10
Impax Asset Management Group
United Kingdom
$13.5M -$9.08M -151,576 -42%
N
11
Nuveen
North Carolina
$13.2M +$659K +10,994 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$12.3M -$104K -1,728 -0.9%
Charles Schwab
13
Charles Schwab
California
$10.4M +$2.04M +33,994 +26%
FP
14
Foundry Partners
Minnesota
$10.2M -$577K -9,635 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.91M -$82.1K -1,370 -0.9%
Goldman Sachs
16
Goldman Sachs
New York
$9.72M +$75.2K +1,255 +0.8%
Wells Fargo
17
Wells Fargo
California
$7.93M +$83.4K +1,392 +1%
MAM
18
Martingale Asset Management
Massachusetts
$7.74M +$546K +9,103 +8%
AL
19
AJO LP
Pennsylvania
$7.47M -$570K -9,513 -7%
SEI Investments
20
SEI Investments
Pennsylvania
$6.68M +$268K +4,480 +4%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.51M +$338K +5,637 +6%
JP Morgan Chase
22
JP Morgan Chase
New York
$6.04M +$580K +9,683 +11%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$5.95M +$133K +2,220 +2%
PPA
24
Parametric Portfolio Associates
Washington
$5.77M +$479K +7,992 +10%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$5.73M +$391K +6,532 +8%

UTL Hedge Fund Activity: Q3 2019 in Review

159 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2019, worth a combined $647M — up 7.4% from $603M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UTL positions and 11 closed out — a net gain of 9 holders — while 65 added to existing stakes and 42 trimmed.

The largest buyer was Aristotle Capital Boston, adding an estimated $3.6M. The largest seller was Impax Asset Management Group, cutting an estimated $9.08M.

  • 159 institutional investors held Unitil (UTL) as of Q3 2019, up from 152 in Q2 2019.
  • Funds reported $647M of Unitil stock for Q3 2019, up 7.4% quarter-over-quarter.
  • 20 funds opened new Unitil positions in Q3 2019 and 11 closed out, a net change of +9 holders.
  • The largest Unitil buyer in Q3 2019 was Aristotle Capital Boston, an estimated $3.6M added.
  • The largest Unitil seller in Q3 2019 was Impax Asset Management Group, an estimated $9.08M sold.

Based on aggregated 13F filings for Q3 2019.