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Universal Technical Institute
UTI

57 hedge funds and large institutions have $46.8M invested in Universal Technical Institute in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $30.4M → $46.8M (+$16.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4.83% less ownership

Funds ownership: 70.21% → 65.38% (-4.8%)

17% less funds holding

Funds holding: 69 → 57 (-12)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

68% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 25

Holders
57
Holders Change
-12
Holders Change %
-17.39%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
8
Reduced
25
Closed
26
Calls
$125K
Puts
–
Net Calls
+$125K
Net Calls Change
+$125K

Top Buyers

1
NCM
Nantahala Capital Management
Connecticut
+$1.51M
2
Renaissance Technologies
Renaissance Technologies
New York
+$250K
3
Millennium Management
Millennium Management
New York
+$182K
4
GI
GAMCO Investors
Connecticut
+$179K
5
LP
LMR Partners
United Kingdom
+$158K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$829K
2
HA
Heartland Advisors
Wisconsin
-$793K
3
GC
Guggenheim Capital
Illinois
-$645K
4
BFA
BlackRock Fund Advisors
California
-$588K
5
JGC
J. Goldman & Co
New York
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
51
Valley National Advisers
Pennsylvania
$5K +$3.81K +1,650 New
CG
52
Cutler Group
California
$4K – – –
Barclays
53
Barclays
United Kingdom
$4K +$3.14K +1,362 New
Bank of America
54
Bank of America
North Carolina
$3K -$41.2K -17,837 -95%
ST
55
Sphinx Trading
Illinois
$3K – – –
MFS
56
MSI Financial Services
Massachusetts
$1K – – –
GC
57
Guggenheim Capital
Illinois
– -$645K -362,232 Closed
Principal Financial Group
58
Principal Financial Group
Iowa
– -$270K -151,482 Closed
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
– -$228K -128,075 Closed
Ameriprise
60
Ameriprise
Minnesota
– -$184K -103,222 Closed
O
61
OppenheimerFunds
New York
– -$132K -74,323 Closed
CAM
62
Capstone Asset Management
Texas
– -$80K -44,830 Closed
Prudential Financial
63
Prudential Financial
New Jersey
– -$62K -34,800 Closed
Deutsche Bank
64
Deutsche Bank
Germany
– -$55.7K -24,123 -99%
Canada Life
65
Canada Life
Manitoba, Canada
– -$40K -22,653 Closed
Comerica Bank
66
Comerica Bank
Texas
– -$35K -20,689 Closed
Public Sector Pension Investment Board (PSP Investments)
67
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$33K -18,301 Closed
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
– -$30K -17,103 Closed
TPSF
69
Texas Permanent School Fund
Texas
– -$28K -15,951 Closed
BG
70
BlackRock Group
United Kingdom
– -$25K -14,262 Closed
Citigroup
71
Citigroup
New York
– -$25K -13,824 Closed
Legal & General Group
72
Legal & General Group
United Kingdom
– -$24K -13,400 Closed
ASRS
73
Arizona State Retirement System
Arizona
– -$19K -10,810 Closed
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
– -$19K -10,530 Closed
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
– -$17K -9,577 Closed
1 2
3
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UTI Hedge Fund Activity: Q4 2016 in Review

57 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2016, worth a combined $46.8M — up 54% from $30.4M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of UTI and 14 opened new positions — a net loss of 12 holders — while 25 trimmed existing stakes and 8 added.

The largest buyer was Nantahala Capital Management, adding an estimated $1.51M. The largest seller was Vanguard Group, cutting an estimated $829K.

  • 57 institutional investors held Universal Technical Institute (UTI) as of Q4 2016, down from 69 in Q3 2016.
  • Funds reported $46.8M of Universal Technical Institute stock for Q4 2016, up 54% quarter-over-quarter.
  • 14 funds opened new Universal Technical Institute positions in Q4 2016 and 26 closed out, a net change of -12 holders.
  • The largest Universal Technical Institute buyer in Q4 2016 was Nantahala Capital Management, an estimated $1.51M added.
  • The largest Universal Technical Institute seller in Q4 2016 was Vanguard Group, an estimated $829K sold.

Based on aggregated 13F filings for Q4 2016.