Universal Technical Institute
89 hedge funds and large institutions have $93.3M invested in Universal Technical Institute in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 26 closing their positions.
147% more call options, than puts
Call options by funds: $141K | Put options by funds: $57K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
41% more capital invested
Capital invested by funds: $66M → $93.3M (+$27.3M)
4.8% more ownership
Funds ownership: 77.87% → 82.67% (+4.8%)
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
13% less funds holding
Funds holding: 102 → 89 (-13)
46% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
+$14.4M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$2.7M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.62M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.34M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$941K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$3.6M |
| 2 |
Morgan Stanley
New York
|
-$2.29M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.11M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.06M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$2.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
SG Americas Securities
New York
| – | -$46K | -13,218 | Closed |
|
|
JMPWA
102
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$45K | -12,900 | Closed |
|
103
Axa
Paris,
France
| – | -$45K | -12,800 | Closed |
|
104
Baillie Gifford & Co
Edinburgh,
United Kingdom
| – | -$38K | -10,900 | Closed |
|
|
PG
105
PEAK6 Group
Chicago,
Illinois
| – | -$46.1K | -9,936 | Closed |
|
106
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$16K | -4,477 | Closed |
|
|
TRCT
107
Tower Research Capital (TRC)
New York
| – | -$14K | -3,854 | Closed |
|
108
Teacher Retirement System of Texas
Austin,
Texas
| – | -$9K | -2,663 | Closed |
|
|
EMA
109
Efficient Market Advisors
San Diego,
California
| – | -$7K | -2,000 | Closed |
|
110
BlackRock
New York
| – | -$1K | -278 | Closed |
|
111
Walleye Trading
New York
| – | -$1K | -200 | Closed |
|
112
Barclays
London,
United Kingdom
| – | -$469 | -101 | -74% |
|
113
Fifth Third Bancorp
Cincinnati,
Ohio
| – | +$5 | +1 | +2% |
|
UTI Hedge Fund Activity: Q4 2015 in Review
89 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2015, worth a combined $93.3M — up 41% from $66M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of UTI and 14 opened new positions — a net loss of 12 holders — while 28 trimmed existing stakes and 29 added.
The largest buyer was Coliseum Capital Management, opening a new position worth an estimated $14.4M. The largest seller was Sterling Capital Management, exiting entirely with an estimated $3.6M sold.
- 89 institutional investors held Universal Technical Institute (UTI) as of Q4 2015, down from 102 in Q3 2015.
- Funds reported $93.3M of Universal Technical Institute stock for Q4 2015, up 41% quarter-over-quarter.
- 14 funds opened new Universal Technical Institute positions in Q4 2015 and 26 closed out, a net change of -12 holders.
- The largest Universal Technical Institute buyer in Q4 2015 was Coliseum Capital Management, an estimated $14.4M added.
- The largest Universal Technical Institute seller in Q4 2015 was Sterling Capital Management, an estimated $3.6M sold.
Based on aggregated 13F filings for Q4 2015.