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Universal Technical Institute

166 hedge funds and large institutions have $713M invested in Universal Technical Institute in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 10

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

33% more capital invested

Capital invested by funds: $535M → $713M (+$177M)

28% more funds holding

Funds holding: 130166 (+36)

3% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $4.12M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

42.19% less ownership

Funds ownership: 125.4%83.22% (-42%)

Holders
166
Holders Change
+36
Holders Change %
+27.69%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
65
Reduced
42
Closed
10
Calls
$4.27M
Puts
$4.12M
Net Calls
+$144K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$20.3K +$3.08K +212 +20%
Federated Hermes
152
Federated Hermes
Pennsylvania
$14.5K +$8.54K +588 +183%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.22K +566 New
HIM
154
Hillsdale Investment Management
Ontario, Canada
$7.97K
ACM
155
Aquatic Capital Management
Illinois
$7.97K +$7.26K +500 New
QCG
156
Quadrant Capital Group
Ohio
$6.41K
CT
157
Colonial Trust
South Carolina
$5.51K -$4.3K -296 -45%
MIM
158
Macroview Investment Management
Maryland
$5.47K +$4.98K +343 New
PS
159
Principal Securities
Iowa
$3.19K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$2.53K +$2.31K +159 New
WFA
161
West Financial Advisors
Iowa
$1.59K +$1.45K +100 New
FFO
162
Fortitude Family Office
Arizona
$287 +$261 +18 New
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$159
AWM
164
Avior Wealth Management
Nebraska
$95 +$87 +6 New
PMG
165
Private Management Group
California
-$9.59M -766,269 Closed
CastleKeep Investment Advisors
166
CastleKeep Investment Advisors
Connecticut
-$1.18M -94,135 Closed
D.E. Shaw & Co
167
D.E. Shaw & Co
New York
-$605K -48,339 Closed
MFIM
168
Mesirow Financial Investment Management
Illinois
-$349K -28,415 Closed
SEI Investments
169
SEI Investments
Pennsylvania
-$130K -10,346 Closed
BL
170
BFSG LLC
California
-$102K -8,182 Closed
A
171
AJOVista
Massachusetts
-$77.8K -6,217 Closed
SWM
172
Spire Wealth Management
Virginia
-$37.2K -2,670 Closed
NSIM
173
North Star Investment Management
Illinois
-$3.76K -300 Closed
C
174
Covestor
United Kingdom
-$319 -22 -54%
JPWM
175
Jamison Private Wealth Management
Georgia
+$58.1K +4,000 New

UTI Hedge Fund Activity: Q1 2024 in Review

166 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2024, worth a combined $713M — up 33% from $535M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new UTI positions and 10 closed out — a net gain of 37 holders — while 65 added to existing stakes and 42 trimmed.

The largest buyer was Cannell Capital, adding an estimated $16.5M. The largest seller was Coliseum Capital Management, cutting an estimated $57.4M.

  • 166 institutional investors held Universal Technical Institute (UTI) as of Q1 2024, up from 130 in Q4 2023.
  • Funds reported $713M of Universal Technical Institute stock for Q1 2024, up 33% quarter-over-quarter.
  • 47 funds opened new Universal Technical Institute positions in Q1 2024 and 10 closed out, a net change of +37 holders.
  • The largest Universal Technical Institute buyer in Q1 2024 was Cannell Capital, an estimated $16.5M added.
  • The largest Universal Technical Institute seller in Q1 2024 was Coliseum Capital Management, an estimated $57.4M sold.

Based on aggregated 13F filings for Q1 2024.