Universal Technical Institute
85 hedge funds and large institutions have $239M invested in Universal Technical Institute in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 4 closing their positions.
19,050% more call options, than puts
Call options by funds: $766K | Put options by funds: $4K
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $209M → $239M (+$30.1M)
10% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 29
4% more funds holding
Funds holding: 82 → 85 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.19% less ownership
Funds ownership: 82.88% → 80.69% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$1.7M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.15M |
| 3 |
D.E. Shaw & Co
New York
|
+$370K |
| 4 |
RA
Royce & Associates
New York
|
+$342K |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.61M |
| 2 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$1.98M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$380K |
| 4 |
Bank of New York Mellon
New York
|
-$345K |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
-$262K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSA
76
Mason Street Advisors
Milwaukee,
Wisconsin
| $38K | +$1.73K | +152 | +5% |
|
77
Teacher Retirement System of Texas
Austin,
Texas
| $35K | +$16.1K | +1,415 | +95% |
|
|
PI
78
PineBridge Investments
New York
| $29K | – | – | – |
|
79
BlackRock
New York
| $10K | – | – | – |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| $5K | -$10.6K | -928 | -70% |
|
81
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
HNB
82
Huntington National Bank
Columbus,
Ohio
| $2K | +$1.39K | +122 | +147% |
|
83
Creative Planning
Overland Park,
Kansas
| $1K | – | – | – |
|
84
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $201 | – | – | – |
|
|
HCM
85
Highbridge Capital Management
New York
| – | -$259K | -25,031 | Closed |
|
|
TC
86
TFS Capital
West Chester,
Pennsylvania
| – | -$139K | -13,497 | Closed |
|
87
KBC Group
Brussels,
Belgium
| – | -$65K | -6,290 | Closed |
|
|
FHB
88
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$19K | -1,850 | Closed |
|
89
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6.47K | -567 | -94% |
|
UTI Hedge Fund Activity: Q3 2013 in Review
85 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2013, worth a combined $239M — up 14% from $209M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UTI positions and 4 closed out — a net gain of 4 holders — while 32 added to existing stakes and 29 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $1.7M. The largest seller was Fidelity Investments, cutting an estimated $7.61M.
- 85 institutional investors held Universal Technical Institute (UTI) as of Q3 2013, up from 82 in Q2 2013.
- Funds reported $239M of Universal Technical Institute stock for Q3 2013, up 14% quarter-over-quarter.
- 8 funds opened new Universal Technical Institute positions in Q3 2013 and 4 closed out, a net change of +4 holders.
- The largest Universal Technical Institute buyer in Q3 2013 was Vulcan Value Partners, an estimated $1.7M added.
- The largest Universal Technical Institute seller in Q3 2013 was Fidelity Investments, an estimated $7.61M sold.
Based on aggregated 13F filings for Q3 2013.