We are live on ! Find out more
UTI icon

Universal Technical Institute
UTI

104 hedge funds and large institutions have $184M invested in Universal Technical Institute in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 104 → 104 (0)

10% less call options, than puts

Call options by funds: $232K | Put options by funds: $257K

4.79% less ownership

Funds ownership: 82.24% → 77.45% (-4.8%)

11% less capital invested

Capital invested by funds: $207M → $184M (-$22.4M)

Holders
104
Holders Change
–
Holders Change %
0%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
42
Reduced
33
Closed
8
Calls
$232K
Puts
$257K
Net Calls
-$25K
Net Calls Change
+$186K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$3.29M
2
HRCM
Hawk Ridge Capital Management
California
+$2.57M
3
ROC
Robertson Opportunity Capital
Texas
+$2.32M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.97M
5
Morgan Stanley
Morgan Stanley
New York
+$1.6M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$29.1M
2
RPAM
Rhenman & Partners Asset Management
Sweden
-$6.79M
3
RA
Royce & Associates
New York
-$2.18M
4
SCM
Sterling Capital Management
North Carolina
-$1.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teachers Advisors
New York
$306K – – –
Swiss National Bank
52
Swiss National Bank
Switzerland
$301K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$299K -$344 -37 -0.1%
RFC
54
Russell Frank Company
Washington
$261K -$14.1K -1,516 -5%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$254K – – –
DP
56
Dearborn Partners
Illinois
$249K -$301K -32,352 -56%
BG
57
BlackRock Group
United Kingdom
$242K +$139K +14,941 +145%
SO
58
STRS Ohio
Ohio
$231K -$5.57K -600 -2%
UBS AM
59
UBS AM
Illinois
$227K – – –
TC
60
TFS Capital
Pennsylvania
$207K -$226K -24,351 -53%
Comerica Bank
61
Comerica Bank
Texas
$207K -$191K -20,512 -49%
BFM
62
Boothbay Fund Management
New York
$206K +$199K +21,455 New
OA
63
OFI Advisors
Pennsylvania
$204K +$20.2K +2,175 +11%
TPSF
64
Texas Permanent School Fund
Texas
$187K +$111 +12 +0.1%
M&T Bank
65
M&T Bank
New York
$184K -$4.77K -513 -3%
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$184K +$18.1K +1,949 +11%
AllianceBernstein
67
AllianceBernstein
Tennessee
$183K – – –
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$160K – – –
Jacobs Levy Equity Management
69
Jacobs Levy Equity Management
New Jersey
$159K -$177K -19,018 -53%
AIG
70
American International Group
New York
$156K +$1K +108 +0.7%
NFA
71
Nationwide Fund Advisors
Ohio
$154K -$9.17K -987 -6%
CI
72
Cowen Inc
New York
$154K +$149K +16,032 New
PAM
73
Panagora Asset Management
Massachusetts
$148K +$143K +15,390 New
Citigroup
74
Citigroup
New York
$146K -$53.4K -5,751 -27%
CS
75
Credit Suisse
Switzerland
$142K -$4.32K -465 -3%
1 2
3
4 5

UTI Hedge Fund Activity: Q1 2015 in Review

104 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2015, worth a combined $184M — down 11% from $207M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UTI positions and 8 closed out — a net gain of 1 holder — while 42 added to existing stakes and 33 trimmed.

The largest buyer was Brandywine Global Investment Management, adding an estimated $3.29M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $29.1M sold.

  • 104 institutional investors held Universal Technical Institute (UTI) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $184M of Universal Technical Institute stock for Q1 2015, down 11% quarter-over-quarter.
  • 9 funds opened new Universal Technical Institute positions in Q1 2015 and 8 closed out, a net change of +1 holder.
  • The largest Universal Technical Institute buyer in Q1 2015 was Brandywine Global Investment Management, an estimated $3.29M added.
  • The largest Universal Technical Institute seller in Q1 2015 was Vulcan Value Partners, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2015.