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Universal Technical Institute
UTI

176 hedge funds and large institutions have $716M invested in Universal Technical Institute in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

6% more funds holding

Funds holding: 166 → 176 (+10)

1.43% more ownership

Funds ownership: 83.22% → 84.65% (+1.4%)

1% more capital invested

Capital invested by funds: $713M → $716M (+$3.73M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

32% less call options, than puts

Call options by funds: $3.06M | Put options by funds: $4.48M

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
50
Reduced
63
Closed
32
Calls
$3.06M
Puts
$4.48M
Net Calls
-$1.42M
Net Calls Change
-$1.56M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$16.1M
2
PWAM
Park West Asset Management
California
+$13.6M
3
HAI
Hennessy Advisors Inc
California
+$8.6M
4
KCM
Kennedy Capital Management
Missouri
+$8M
5
PM
Pembroke Management
Quebec, Canada
+$4.79M

Top Sellers

1
WU
Washington University
Missouri
-$23.5M
2
Morgan Stanley
Morgan Stanley
New York
-$16.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.44M
4
Millennium Management
Millennium Management
New York
-$5.05M
5
CSS
Cubist Systematic Strategies
Connecticut
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$521K -$1.04M -69,162 -68%
EI
102
EAM Investors
California
$521K -$619K -41,354 -56%
GC
103
Globeflex Capital
California
$520K – – –
SW
104
Simplicity Wealth
New Jersey
$517K -$16.5K -1,103 -3%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$500K -$124K -8,287 -20%
WC
106
Weil Company
California
$499K -$498K -33,273 -51%
Squarepoint
107
Squarepoint
New York
$484K +$461K +30,772 New
SDJVC
108
St. Denis J. Villere & Co
Louisiana
$472K – – –
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$456K +$265K +17,671 +156%
Bank of America
110
Bank of America
North Carolina
$448K +$4.43K +296 +1%
US Bancorp
111
US Bancorp
Minnesota
$413K -$22.5K -1,500 -5%
BHCM
112
Brevan Howard Capital Management
Jersey
$410K +$390K +26,078 New
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$393K – – –
PWS
114
Precision Wealth Strategies
Missouri
$392K +$133K +8,891 +56%
AA
115
ALPS Advisors
Colorado
$367K -$1.92K -128 -0.5%
MIM
116
MetLife Investment Management
New Jersey
$357K +$31.7K +2,115 +10%
II
117
Inspire Investing
Idaho
$354K -$704 -47 -0.2%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$344K -$353K -23,594 -52%
DADC
119
D.A. Davidson & Co
Montana
$339K -$47K -3,140 -13%
CF
120
Corebridge Financial
Texas
$334K +$318K +21,247 New
RFA
121
Register Financial Advisors
Georgia
$315K +$299K +20,000 New
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$311K +$296K +19,800 New
Mirae Asset Global ETFs Holdings
123
Mirae Asset Global ETFs Holdings
Hong Kong
$307K +$292K +19,524 New
BMCM
124
Black Maple Capital Management
Wisconsin
$303K -$48.7K -3,250 -14%
BFM
125
Boothbay Fund Management
New York
$276K +$263K +17,576 New
3 4
5
6 7

UTI Hedge Fund Activity: Q2 2024 in Review

176 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2024, worth a combined $716M — up 0.52% from $713M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UTI positions and 32 closed out — a net gain of 10 holders — while 50 added to existing stakes and 63 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $16.1M. The largest seller was Washington University, cutting an estimated $23.5M.

  • 176 institutional investors held Universal Technical Institute (UTI) as of Q2 2024, up from 166 in Q1 2024.
  • Funds reported $716M of Universal Technical Institute stock for Q2 2024, up 0.52% quarter-over-quarter.
  • 42 funds opened new Universal Technical Institute positions in Q2 2024 and 32 closed out, a net change of +10 holders.
  • The largest Universal Technical Institute buyer in Q2 2024 was Macquarie Group, an estimated $16.1M added.
  • The largest Universal Technical Institute seller in Q2 2024 was Washington University, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2024.