Universal Technical Institute
97 hedge funds and large institutions have $247M invested in Universal Technical Institute in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 7 closing their positions.
0.01% more ownership
Funds ownership: 82.41% → 82.42% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 99 → 97 (-2)
6% less capital invested
Capital invested by funds: $263M → $247M (-$16.1M)
11% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 38
14% less call options, than puts
Call options by funds: $441K | Put options by funds: $510K
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| 1 |
ROC
Robertson Opportunity Capital
Dallas,
Texas
|
+$2.4M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$2.06M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$584K |
| 4 |
Morgan Stanley
New York
|
+$560K |
| 5 |
Two Sigma Investments
New York
|
+$251K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$724 | -61 | -62% |
|
102
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1K | -55 | Closed |
|
103
BNP Paribas Financial Markets
Paris,
France
| – | -$36 | -3 | Closed |
|
UTI Hedge Fund Activity: Q2 2014 in Review
97 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2014, worth a combined $247M — down 6.1% from $263M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of UTI and 5 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 34 added.
The largest buyer was Robertson Opportunity Capital, adding an estimated $2.4M. The largest seller was Sterling Capital Management, cutting an estimated $2.09M.
- 97 institutional investors held Universal Technical Institute (UTI) as of Q2 2014, down from 99 in Q1 2014.
- Funds reported $247M of Universal Technical Institute stock for Q2 2014, down 6.1% quarter-over-quarter.
- 5 funds opened new Universal Technical Institute positions in Q2 2014 and 7 closed out, a net change of -2 holders.
- The largest Universal Technical Institute buyer in Q2 2014 was Robertson Opportunity Capital, an estimated $2.4M added.
- The largest Universal Technical Institute seller in Q2 2014 was Sterling Capital Management, an estimated $2.09M sold.
Based on aggregated 13F filings for Q2 2014.