Universal Technical Institute
90 hedge funds and large institutions have $198M invested in Universal Technical Institute in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 13 closing their positions.
1.18% more ownership
Funds ownership: 82.42% → 83.6% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 30
7% less funds holding
Funds holding: 97 → 90 (-7)
20% less capital invested
Capital invested by funds: $247M → $198M (-$48.9M)
24% less call options, than puts
Call options by funds: $397K | Put options by funds: $523K
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$3.1M |
| 2 |
ROC
Robertson Opportunity Capital
Dallas,
Texas
|
+$679K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$518K |
| 4 |
DP
Dearborn Partners
Chicago,
Illinois
|
+$504K |
| 5 |
PG
PEAK6 Group
Chicago,
Illinois
|
+$443K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$7K | -540 | Closed |
|
UTI Hedge Fund Activity: Q3 2014 in Review
90 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2014, worth a combined $198M — down 20% from $247M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of UTI and 6 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 30 added.
The largest buyer was Morgan Stanley, adding an estimated $3.1M. The largest seller was Sterling Capital Management, cutting an estimated $522K.
- 90 institutional investors held Universal Technical Institute (UTI) as of Q3 2014, down from 97 in Q2 2014.
- Funds reported $198M of Universal Technical Institute stock for Q3 2014, down 20% quarter-over-quarter.
- 6 funds opened new Universal Technical Institute positions in Q3 2014 and 13 closed out, a net change of -7 holders.
- The largest Universal Technical Institute buyer in Q3 2014 was Morgan Stanley, an estimated $3.1M added.
- The largest Universal Technical Institute seller in Q3 2014 was Sterling Capital Management, an estimated $522K sold.
Based on aggregated 13F filings for Q3 2014.