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Universal Technical Institute
UTI

90 hedge funds and large institutions have $198M invested in Universal Technical Institute in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 82.42% → 83.6% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

7% less funds holding

Funds holding: 97 → 90 (-7)

20% less capital invested

Capital invested by funds: $247M → $198M (-$48.9M)

24% less call options, than puts

Call options by funds: $397K | Put options by funds: $523K

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
30
Reduced
30
Closed
13
Calls
$397K
Puts
$523K
Net Calls
-$126K
Net Calls Change
-$57K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.1M
2
ROC
Robertson Opportunity Capital
Texas
+$679K
3
First Trust Advisors
First Trust Advisors
Illinois
+$518K
4
DP
Dearborn Partners
Illinois
+$504K
5
PG
PEAK6 Group
Illinois
+$443K

Top Sellers

1
SCM
Sterling Capital Management
North Carolina
-$522K
2
MG
Markel Group
Virginia
-$410K
3
GIP
Granite Investment Partners
California
-$330K
4
GF
Gabelli Funds
New York
-$283K
5
BFA
BlackRock Fund Advisors
California
-$263K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$975K +$10.3K +913 +0.9%
RC
27
RBF Capital
California
$935K – – –
TCIM
28
TIAA CREF Investment Management
New York
$903K -$23.9K -2,117 -2%
PPA
29
Parametric Portfolio Associates
Washington
$891K +$7.73K +683 +0.7%
BIM
30
BlackRock Investment Management
Delaware
$779K -$3.62K -320 -0.4%
New York State Teachers Retirement System (NYSTRS)
31
New York State Teachers Retirement System (NYSTRS)
New York
$754K -$4.53K -400 -0.5%
Citadel Advisors
32
Citadel Advisors
Florida
$647K -$49K -4,328 -6%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$572K +$45.3K +4,004 +7%
Invesco
34
Invesco
Georgia
$461K +$9.36K +827 +2%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$459K – – –
PG
36
PEAK6 Group
Illinois
$447K +$443K +39,148 +453%
Prudential Financial
37
Prudential Financial
New Jersey
$430K -$28.3K -2,501 -5%
First Trust Advisors
38
First Trust Advisors
Illinois
$428K +$518K +45,769 New
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$376K -$72.4K -6,400 -14%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$372K +$2.57K +227 +0.6%
MERSOM
41
Municipal Employees' Retirement System of Michigan
Michigan
$304K +$3.39K +300 +0.9%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$302K – – –
TA
43
Teachers Advisors
New York
$298K – – –
Swiss National Bank
44
Swiss National Bank
Switzerland
$294K – – –
BCM
45
Bridgeway Capital Management
Texas
$288K +$80.6K +7,126 +30%
Deutsche Bank
46
Deutsche Bank
Germany
$250K +$112K +9,891 +58%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$248K – – –
Two Sigma Advisers
48
Two Sigma Advisers
New York
$239K -$7.92K -700 -3%
SO
49
STRS Ohio
Ohio
$231K -$12.4K -1,100 -4%
UBS AM
50
UBS AM
Illinois
$221K – – –
1
2
3 4 5

UTI Hedge Fund Activity: Q3 2014 in Review

90 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2014, worth a combined $198M — down 20% from $247M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UTI and 6 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $3.1M. The largest seller was Sterling Capital Management, cutting an estimated $522K.

  • 90 institutional investors held Universal Technical Institute (UTI) as of Q3 2014, down from 97 in Q2 2014.
  • Funds reported $198M of Universal Technical Institute stock for Q3 2014, down 20% quarter-over-quarter.
  • 6 funds opened new Universal Technical Institute positions in Q3 2014 and 13 closed out, a net change of -7 holders.
  • The largest Universal Technical Institute buyer in Q3 2014 was Morgan Stanley, an estimated $3.1M added.
  • The largest Universal Technical Institute seller in Q3 2014 was Sterling Capital Management, an estimated $522K sold.

Based on aggregated 13F filings for Q3 2014.