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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
MG
51
Markel Group
Virginia
$320K +$305K +23,000 New
Two Sigma Advisers
52
Two Sigma Advisers
New York
$317K +$33.2K +2,500 +12%
State of Tennessee, Department of Treasury
53
State of Tennessee, Department of Treasury
Tennessee
$313K – – –
TPSF
54
Texas Permanent School Fund
Texas
$310K +$398 +30 +0.1%
Comerica Bank
55
Comerica Bank
Texas
$306K -$24.1K -1,811 -8%
Barclays
56
Barclays
United Kingdom
$286K +$1.41K +106 +0.5%
Truist Financial
57
Truist Financial
North Carolina
$284K -$3.72K -280 -1%
M&T Bank
58
M&T Bank
New York
$268K +$256K +19,300 New
BG
59
BlackRock Group
United Kingdom
$249K +$17.7K +1,330 +8%
UBS AM
60
UBS AM
Illinois
$246K -$5.31K -400 -2%
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$239K – – –
ASRS
62
Arizona State Retirement System
Arizona
$231K -$27.9K -2,100 -11%
NFA
63
Nationwide Fund Advisors
Ohio
$227K -$9.31K -701 -4%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$226K +$203K +15,300 New
BMCMI
65
Bryn Mawr Capital Management Inc
Pennsylvania
$225K +$215K +16,165 New
AIG
66
American International Group
New York
$224K +$1.35K +102 +0.6%
Citigroup
67
Citigroup
New York
$217K +$118K +8,900 +132%
BA
68
BlackRock Advisors
Delaware
$191K +$11.6K +873 +7%
Nomura Holdings
69
Nomura Holdings
Japan
$190K +$180K +13,537 New
PA
70
Profund Advisors
Maryland
$182K -$14.8K -1,117 -8%
BGIM
71
Brandywine Global Investment Management
Pennsylvania
$152K +$144K +10,859 New
Morgan Stanley
72
Morgan Stanley
New York
$149K +$142K +10,698 New
OA
73
OFI Advisors
Pennsylvania
$148K +$213 +16 +0.2%
Millennium Management
74
Millennium Management
New York
$148K +$141K +10,625 New
Deutsche Bank
75
Deutsche Bank
Germany
$146K -$290K -21,869 -67%
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.