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Universal Technical Institute
UTI

85 hedge funds and large institutions have $239M invested in Universal Technical Institute in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,050% more call options, than puts

Call options by funds: $766K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $209M → $239M (+$30.1M)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

4% more funds holding

Funds holding: 82 → 85 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.19% less ownership

Funds ownership: 82.88% → 80.69% (-2.2%)

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
32
Reduced
29
Closed
4
Calls
$766K
Puts
$4K
Net Calls
+$762K
Net Calls Change
+$765K

Top Buyers

Rank Fund Capital Flow
1
VVP
Vulcan Value Partners
Alabama
+$1.7M
2
BFA
BlackRock Fund Advisors
California
+$1.15M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$370K
4
RA
Royce & Associates
New York
+$342K
5
Comerica Bank
Comerica Bank
Texas
+$272K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.61M
2
SCM
Sterling Capital Management
North Carolina
-$1.98M
3
Bank of America
Bank of America
North Carolina
-$380K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$345K
5
GF
Gabelli Funds
New York
-$262K
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$1.15M +$80.9K +7,094 +8%
Charles Schwab
27
Charles Schwab
California
$1.13M -$159K -13,932 -13%
New York State Teachers Retirement System (NYSTRS)
28
New York State Teachers Retirement System (NYSTRS)
New York
$1.07M -$45.6K -4,000 -4%
BIM
29
BlackRock Investment Management
Delaware
$1.05M +$22.4K +1,961 +2%
PPA
30
Parametric Portfolio Associates
Washington
$905K +$57K +4,995 +7%
First Trust Advisors
31
First Trust Advisors
Illinois
$716K +$237K +20,806 +54%
JP Morgan Chase
32
JP Morgan Chase
New York
$677K +$233K +20,449 +58%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$632K +$128K +11,200 +27%
Prudential Financial
34
Prudential Financial
New Jersey
$569K +$24.5K +2,150 +5%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$526K – – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$463K +$13.9K +1,218 +3%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$437K -$2.36K -207 -0.6%
AAM
38
Auxier Asset Management
Oregon
$435K – – –
Invesco
39
Invesco
Georgia
$419K +$37.5K +3,288 +11%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$394K +$370K +32,470 New
Deutsche Bank
41
Deutsche Bank
Germany
$393K +$118K +10,379 +47%
TA
42
Teachers Advisors
New York
$384K -$68 -6 -0%
GIP
43
Granite Investment Partners
California
$382K -$2.45K -215 -0.7%
AllianceBernstein
44
AllianceBernstein
Tennessee
$375K -$559 -49 -0.2%
Swiss National Bank
45
Swiss National Bank
Switzerland
$325K -$18.3K -1,600 -6%
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$321K – – –
Comerica Bank
47
Comerica Bank
Texas
$289K +$272K +23,825 New
BCM
48
Bridgeway Capital Management
Texas
$287K – – –
CS
49
Credit Suisse
Switzerland
$285K +$146K +12,840 +120%
State of Tennessee, Department of Treasury
50
State of Tennessee, Department of Treasury
Tennessee
$273K +$257K +22,500 New
1
2
3 4

UTI Hedge Fund Activity: Q3 2013 in Review

85 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2013, worth a combined $239M — up 14% from $209M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UTI positions and 4 closed out — a net gain of 4 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $1.7M. The largest seller was Fidelity Investments, cutting an estimated $7.61M.

  • 85 institutional investors held Universal Technical Institute (UTI) as of Q3 2013, up from 82 in Q2 2013.
  • Funds reported $239M of Universal Technical Institute stock for Q3 2013, up 14% quarter-over-quarter.
  • 8 funds opened new Universal Technical Institute positions in Q3 2013 and 4 closed out, a net change of +4 holders.
  • The largest Universal Technical Institute buyer in Q3 2013 was Vulcan Value Partners, an estimated $1.7M added.
  • The largest Universal Technical Institute seller in Q3 2013 was Fidelity Investments, an estimated $7.61M sold.

Based on aggregated 13F filings for Q3 2013.