Unitil
UTL
158 hedge funds and large institutions have $549M invested in Unitil in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 60 reducing their positions, and 20 closing their positions.
1.77% more ownership
Funds ownership: 68.58% → 70.35% (+1.8%)
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
2% less funds holding
Funds holding: 161 → 158 (-3)
13% less capital invested
Capital invested by funds: $633M → $549M (-$83.2M)
17% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 60
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$10.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$6.36M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$6.06M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.58M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
-$7.48M |
| 2 |
Goldman Sachs
New York
|
-$3.46M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$3.03M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$2.97M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.99M |
UTL Hedge Fund Activity: Q1 2020 in Review
158 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q1 2020, worth a combined $549M — down 13% from $633M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UTL positions and 20 closed out — a net gain of 1 holder — while 50 added to existing stakes and 60 trimmed.
The largest buyer was Boston Trust Walden, opening a new position worth an estimated $10.1M. The largest seller was Impax Asset Management Group, exiting entirely with an estimated $7.48M sold.
- 158 institutional investors held Unitil (UTL) as of Q1 2020, down from 161 in Q4 2019.
- Funds reported $549M of Unitil stock for Q1 2020, down 13% quarter-over-quarter.
- 21 funds opened new Unitil positions in Q1 2020 and 20 closed out, a net change of +1 holder.
- The largest Unitil buyer in Q1 2020 was Boston Trust Walden, an estimated $10.1M added.
- The largest Unitil seller in Q1 2020 was Impax Asset Management Group, an estimated $7.48M sold.
Based on aggregated 13F filings for Q1 2020.