Unitil
140 hedge funds and large institutions have $468M invested in Unitil in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 23 closing their positions.
2% more capital inflows, than outflows
Capital inflows: $57.3M | Capital outflows: $56.2M
0% more ownership
Funds ownership: 70.16% → 70.16% (+0%)
5% less funds holding
Funds holding: 147 → 140 (-7)
19% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 53
30% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$37.8M |
| 2 |
Millennium Management
New York
|
+$3.89M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$2.6M |
| 4 |
BlackRock
New York
|
+$1.47M |
| 5 |
Bank of New York Mellon
New York
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$11.4M |
| 2 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$7.63M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$6.2M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
-$4.52M |
| 5 |
Renaissance Technologies
New York
|
-$3.96M |
UTL Hedge Fund Activity: Q4 2020 in Review
140 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q4 2020, worth a combined $468M — up 14% from $409M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of UTL and 16 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 43 added.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $37.8M. The largest seller was Principal Financial Group, cutting an estimated $11.4M.
- 140 institutional investors held Unitil (UTL) as of Q4 2020, down from 147 in Q3 2020.
- Funds reported $468M of Unitil stock for Q4 2020, up 14% quarter-over-quarter.
- 16 funds opened new Unitil positions in Q4 2020 and 23 closed out, a net change of -7 holders.
- The largest Unitil buyer in Q4 2020 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $37.8M added.
- The largest Unitil seller in Q4 2020 was Principal Financial Group, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2020.