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Universal Technical Institute
UTI

96 hedge funds and large institutions have $279M invested in Universal Technical Institute in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

69% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $658K

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

17% more capital invested

Capital invested by funds: $239M → $279M (+$40.1M)

13% more funds holding

Funds holding: 85 → 96 (+11)

0.83% more ownership

Funds ownership: 80.69% → 81.51% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
96
Holders Change
+11
Holders Change %
+12.94%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
36
Reduced
30
Closed
5
Calls
$1.11M
Puts
$658K
Net Calls
+$451K
Net Calls Change
-$311K

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$5.07M
2
SCM
Sterling Capital Management
North Carolina
+$2.35M
3
Bank of America
Bank of America
North Carolina
+$2.02M
4
TC
TFS Capital
Pennsylvania
+$758K
5
Citadel Advisors
Citadel Advisors
Florida
+$522K

Top Sellers

1
RA
Royce & Associates
New York
-$2.48M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.27M
3
Ameriprise
Ameriprise
Minnesota
-$1.41M
4
MVM
McClain Value Management
Connecticut
-$1.31M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
26
RBF Capital
California
$1.39M – – –
New York State Teachers Retirement System (NYSTRS)
27
New York State Teachers Retirement System (NYSTRS)
New York
$1.18M -$53.1K -4,000 -5%
BIM
28
BlackRock Investment Management
Delaware
$1.16M -$41.7K -3,142 -4%
PPA
29
Parametric Portfolio Associates
Washington
$1.12M +$74.6K +5,616 +8%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.03M +$197K +14,866 +25%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$897K +$425K +31,998 +99%
TC
32
TFS Capital
Pennsylvania
$793K +$758K +57,038 New
Goldman Sachs
33
Goldman Sachs
New York
$744K +$501K +37,699 +239%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$718K -$6.64K -500 -1%
Two Sigma Investments
35
Two Sigma Investments
New York
$699K +$380K +28,614 +132%
Prudential Financial
36
Prudential Financial
New Jersey
$660K +$7.97K +600 +1%
JP Morgan Chase
37
JP Morgan Chase
New York
$637K -$134K -10,060 -18%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$613K +$9.3K +700 +2%
CS
39
Credit Suisse
Switzerland
$560K +$222K +16,738 +71%
Citadel Advisors
40
Citadel Advisors
Florida
$547K +$522K +39,326 New
Invesco
41
Invesco
Georgia
$546K +$62.8K +4,728 +14%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$534K +$2.66K +200 +0.5%
TA
43
Teachers Advisors
New York
$488K +$45.7K +3,440 +11%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$472K -$27.9K -2,100 -6%
GIP
45
Granite Investment Partners
California
$438K – – –
AAM
46
Auxier Asset Management
Oregon
$430K -$66.4K -5,000 -14%
Swiss National Bank
47
Swiss National Bank
Switzerland
$373K – – –
AllianceBernstein
48
AllianceBernstein
Tennessee
$368K -$59.6K -4,485 -14%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$368K – – –
BCM
50
Bridgeway Capital Management
Texas
$330K – – –
1
2
3 4 5

UTI Hedge Fund Activity: Q4 2013 in Review

96 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2013, worth a combined $279M — up 17% from $239M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UTI positions and 5 closed out — a net gain of 11 holders — while 36 added to existing stakes and 30 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $5.07M. The largest seller was Royce & Associates, cutting an estimated $2.48M.

  • 96 institutional investors held Universal Technical Institute (UTI) as of Q4 2013, up from 85 in Q3 2013.
  • Funds reported $279M of Universal Technical Institute stock for Q4 2013, up 17% quarter-over-quarter.
  • 16 funds opened new Universal Technical Institute positions in Q4 2013 and 5 closed out, a net change of +11 holders.
  • The largest Universal Technical Institute buyer in Q4 2013 was Vulcan Value Partners, an estimated $5.07M added.
  • The largest Universal Technical Institute seller in Q4 2013 was Royce & Associates, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2013.