Unitil
UTL
147 hedge funds and large institutions have $409M invested in Unitil in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 18 closing their positions.
0.05% less ownership
Funds ownership: 70.21% → 70.16% (-0.05%)
2% less funds holding
Funds holding: 150 → 147 (-3)
13% less capital invested
Capital invested by funds: $473M → $409M (-$63.8M)
14% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 59
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$5.52M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$5M |
| 3 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$2.76M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.63M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$3.82M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$2.31M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$2.12M |
| 4 |
Renaissance Technologies
New York
|
-$1.84M |
| 5 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$1.78M |
UTL Hedge Fund Activity: Q3 2020 in Review
147 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q3 2020, worth a combined $409M — down 13% from $473M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of UTL and 15 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 51 added.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $5.52M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $3.82M.
- 147 institutional investors held Unitil (UTL) as of Q3 2020, down from 150 in Q2 2020.
- Funds reported $409M of Unitil stock for Q3 2020, down 13% quarter-over-quarter.
- 15 funds opened new Unitil positions in Q3 2020 and 18 closed out, a net change of -3 holders.
- The largest Unitil buyer in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $5.52M added.
- The largest Unitil seller in Q3 2020 was Fuller & Thaler Asset Management, an estimated $3.82M sold.
Based on aggregated 13F filings for Q3 2020.