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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
NCCM
76
Nine Chapters Capital Management
New Jersey
$143K +$2.66K +200 +2%
CAM
77
Capstone Asset Management
Texas
$142K -$16.8K -1,264 -11%
CAM
78
ClariVest Asset Management
California
$113K +$108K +8,129 New
Public Employees Retirement Association of Colorado
79
Public Employees Retirement Association of Colorado
Colorado
$89K – – –
PI
80
PineBridge Investments
New York
$75K +$41.3K +3,113 +133%
TRSOTSOK
81
Teachers Retirement System of the State of Kentucky
Kentucky
$63K – – –
Canada Life
82
Canada Life
Manitoba, Canada
$63K +$59.5K +4,477 New
MSA
83
Mason Street Advisors
Wisconsin
$47K +$3.71K +279 +9%
U
84
UBS
Switzerland
$33K -$21.7K -1,633 -41%
PCM
85
Prelude Capital Management
New York
$33K +$31.9K +2,400 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$22K +$20.3K +1,529 +4,132%
Parallax Volatility Advisers
87
Parallax Volatility Advisers
California
$15K +$14.7K +1,107 New
BlackRock
88
BlackRock
New York
$12K – – –
Teacher Retirement System of Texas
89
Teacher Retirement System of Texas
Texas
$11K -$27.7K -2,089 -72%
RFC
90
Russell Frank Company
Washington
$7K -$154K -11,603 -95%
TRCT
91
Tower Research Capital (TRC)
New York
$6K +$398 +30 +7%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$3.81K +$3.64K +274 New
HNB
93
Huntington National Bank
Ohio
$3K +$319 +24 +12%
Creative Planning
94
Creative Planning
Kansas
$1K – – –
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$1K +$651 +49 New
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$238 +$6.33K +477 +3%
Fidelity Investments
97
Fidelity Investments
Massachusetts
– -$2.27M -186,862 Closed
MVM
98
McClain Value Management
Connecticut
– -$1.31M -108,416 Closed
ProShare Advisors
99
ProShare Advisors
Maryland
– -$169K -13,929 Closed
HFS
100
HL Financial Services
Kentucky
– -$155K -12,739 Closed
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.