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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
Goldman Sachs
51
Goldman Sachs
New York
$206K -$18.4K -1,624 -7%
CS
52
Credit Suisse
Switzerland
$205K +$66.6K +5,885 +37%
FA
53
FDx Advisors
Illinois
$201K +$6.98K +617 +3%
Comerica Bank
54
Comerica Bank
Texas
$194K -$1.62K -143 -0.7%
AllianceBernstein
55
AllianceBernstein
Tennessee
$188K -$13.6K -1,200 -6%
M&T Bank
56
M&T Bank
New York
$187K +$7.53K +666 +3%
TPSF
57
Texas Permanent School Fund
Texas
$181K -$23K -2,037 -10%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$179K – – –
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$161K – – –
NFA
60
Nationwide Fund Advisors
Ohio
$158K +$1.9K +168 +1%
Two Sigma Investments
61
Two Sigma Investments
New York
$157K -$48.6K -4,293 -20%
AIG
62
American International Group
New York
$155K +$1.24K +110 +0.7%
SDIC
63
South Dakota Investment Council
South Dakota
$155K +$187K +16,529 New
OA
64
OFI Advisors
Pennsylvania
$154K +$11.5K +1,019 +7%
ASRS
65
Arizona State Retirement System
Arizona
$138K -$1.13K -100 -0.7%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$136K – – –
Truist Financial
67
Truist Financial
North Carolina
$126K -$35.4K -3,125 -19%
BA
68
BlackRock Advisors
Delaware
$117K – – –
BG
69
BlackRock Group
United Kingdom
$105K -$6.04K -534 -5%
CAM
70
Capstone Asset Management
Texas
$99K +$452 +40 +0.4%
BGIM
71
Brandywine Global Investment Management
Pennsylvania
$95K -$2.15K -190 -2%
AAM
72
Auxier Asset Management
Oregon
$95K -$158 -14 -0.1%
Citigroup
73
Citigroup
New York
$81K +$33.4K +2,955 +52%
Public Employees Retirement Association of Colorado
74
Public Employees Retirement Association of Colorado
Colorado
$60K – – –
PI
75
PineBridge Investments
New York
$45K +$20.7K +1,833 +60%
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.