Universal Technical Institute
101 hedge funds and large institutions have $165M invested in Universal Technical Institute in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 9 closing their positions.
56% more call options, than puts
Call options by funds: $326K | Put options by funds: $209K
1.99% more ownership
Funds ownership: 77.45% → 79.44% (+2%)
3% less funds holding
Funds holding: 104 → 101 (-3)
11% less capital invested
Capital invested by funds: $184M → $165M (-$19.5M)
20% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 41
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$2.26M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$1.75M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$707K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$508K |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$463K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$1.53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.01M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$751K |
| 4 |
RA
Royce & Associates
New York
|
-$678K |
| 5 |
Two Sigma Investments
New York
|
-$504K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DP
101
Dearborn Partners
Chicago,
Illinois
| – | -$249K | -25,938 | Closed |
|
|
TC
102
TFS Capital
West Chester,
Pennsylvania
| – | -$207K | -21,586 | Closed |
|
|
BFM
103
Boothbay Fund Management
New York
| – | -$206K | -21,455 | Closed |
|
|
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$184K | -19,151 | Closed |
|
|
PAM
105
Panagora Asset Management
Boston,
Massachusetts
| – | -$148K | -15,390 | Closed |
|
|
PCM
106
Prelude Capital Management
New York
| – | -$133K | -13,902 | Closed |
|
107
Millennium Management
New York
| – | -$123K | -12,832 | Closed |
|
108
Public Employees Retirement Association of Colorado
Denver,
Colorado
| – | -$61K | -6,400 | Closed |
|
|
AGM
109
Alpine Global Management
New York
| – | +$63 | +7 | New |
|
UTI Hedge Fund Activity: Q2 2015 in Review
101 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2015, worth a combined $165M — down 11% from $184M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of UTI and 6 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 33 added.
The largest buyer was Heartland Advisors, adding an estimated $2.26M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $1.53M.
- 101 institutional investors held Universal Technical Institute (UTI) as of Q2 2015, down from 104 in Q1 2015.
- Funds reported $165M of Universal Technical Institute stock for Q2 2015, down 11% quarter-over-quarter.
- 6 funds opened new Universal Technical Institute positions in Q2 2015 and 9 closed out, a net change of -3 holders.
- The largest Universal Technical Institute buyer in Q2 2015 was Heartland Advisors, an estimated $2.26M added.
- The largest Universal Technical Institute seller in Q2 2015 was Hawk Ridge Capital Management, an estimated $1.53M sold.
Based on aggregated 13F filings for Q2 2015.