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Universal Technical Institute
UTI

201 hedge funds and large institutions have $1.24B invested in Universal Technical Institute in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $632K

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 21

63% more capital invested

Capital invested by funds: $761M → $1.24B (+$476M)

33% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 57

10% more funds holding

Funds holding: 183 → 201 (+18)

2.15% more ownership

Funds ownership: 86.94% → 89.09% (+2.2%)

Holders
201
Holders Change
+18
Holders Change %
+9.84%
% of All Funds
2.65%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
42
Increased
76
Reduced
57
Closed
21
Calls
$2.44M
Puts
$632K
Net Calls
+$1.81M
Net Calls Change
+$1.84M

Top Buyers

1
DI
DUMAC Inc
North Carolina
+$35M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$25.4M
3
Victory Capital Management
Victory Capital Management
Texas
+$10.1M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$8.66M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$6.18M

Top Sellers

1
CCM
Coliseum Capital Management
Connecticut
-$51.7M
2
PWAM
Park West Asset Management
California
-$11.3M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.97M
4
BCM
Bridgeway Capital Management
Texas
-$7.39M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
176
Arcadia Investment Management
Michigan
$79.1K +$64K +3,075 New
C
177
Covestor
United Kingdom
$51K +$8.07K +388 +24%
Simplex Trading
178
Simplex Trading
Illinois
$41K -$78.5K -3,772 -70%
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.6K – – –
AB
180
Amalgamated Bank
New York
$35K – – –
MA
181
MCF Advisors
Kentucky
$28.5K +$3.02K +145 +15%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$27K +$479 +23 +2%
RA
183
RiverPark Advisors
New York
$25.7K -$216K -10,366 -94%
ME
184
McIlrath & Eck
Washington
$24.4K – – –
PSFG
185
Park Square Financial Group
Georgia
$19.6K +$15.8K +761 New
PAS
186
Point72 Asia (Singapore)
Singapore
$13.8K +$11.2K +537 New
QCG
187
Quadrant Capital Group
Ohio
$10.3K – – –
CT
188
Colonial Trust
South Carolina
$10.2K – – –
QL
189
Quarry LP
New York
$10.1K -$72.1K -3,465 -90%
HIM
190
Hillsdale Investment Management
Ontario, Canada
$9K -$2.08K -100 -22%
GI
191
GAMMA Investing
California
$8.1K +$2.21K +106 +51%
PS
192
Principal Securities
Iowa
$7.71K +$2.08K +100 +50%
FFO
193
Fortitude Family Office
Arizona
$7.51K +$499 +24 +9%
Jones Financial Companies
194
Jones Financial Companies
Missouri
$3.47K – – –
WFA
195
West Financial Advisors
Iowa
$2.57K – – –
ACM
196
Aster Capital Management
United Arab Emirates
$2.31K +$1.87K +90 New
GRP
197
Global Retirement Partners
California
$1.67K +$1.35K +65 New
SCM
198
Sterling Capital Management
North Carolina
$1.05K – – –
SS
199
SBI Securities
Japan
$591 +$479 +23 New
IA
200
IFP Advisors
Florida
$257 – – –
5 6 7
8
9

UTI Hedge Fund Activity: Q4 2024 in Review

201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2024, worth a combined $1.24B — up 63% from $761M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UTI positions and 21 closed out — a net gain of 21 holders — while 76 added to existing stakes and 57 trimmed.

The largest buyer was DUMAC Inc, opening a new position worth an estimated $35M. The largest seller was Coliseum Capital Management, cutting an estimated $51.7M.

  • 201 institutional investors held Universal Technical Institute (UTI) as of Q4 2024, up from 183 in Q3 2024.
  • Funds reported $1.24B of Universal Technical Institute stock for Q4 2024, up 63% quarter-over-quarter.
  • 42 funds opened new Universal Technical Institute positions in Q4 2024 and 21 closed out, a net change of +21 holders.
  • The largest Universal Technical Institute buyer in Q4 2024 was DUMAC Inc, an estimated $35M added.
  • The largest Universal Technical Institute seller in Q4 2024 was Coliseum Capital Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q4 2024.