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Universal Technical Institute
UTI

96 hedge funds and large institutions have $279M invested in Universal Technical Institute in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

69% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $658K

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

17% more capital invested

Capital invested by funds: $239M → $279M (+$40.1M)

13% more funds holding

Funds holding: 85 → 96 (+11)

0.83% more ownership

Funds ownership: 80.69% → 81.51% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
96
Holders Change
+11
Holders Change %
+12.94%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
36
Reduced
30
Closed
5
Calls
$1.11M
Puts
$658K
Net Calls
+$451K
Net Calls Change
-$311K

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$5.07M
2
SCM
Sterling Capital Management
North Carolina
+$2.35M
3
Bank of America
Bank of America
North Carolina
+$2.02M
4
TC
TFS Capital
Pennsylvania
+$758K
5
Citadel Advisors
Citadel Advisors
Florida
+$522K

Top Sellers

1
RA
Royce & Associates
New York
-$2.48M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.27M
3
Ameriprise
Ameriprise
Minnesota
-$1.41M
4
MVM
McClain Value Management
Connecticut
-$1.31M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Stadium Capital Management
Connecticut
$50.2M – – –
VVP
2
Vulcan Value Partners
Alabama
$44.4M +$5.07M +381,520 +14%
RA
3
Royce & Associates
New York
$33.2M -$2.48M -187,000 -7%
SCM
4
Sterling Capital Management
North Carolina
$21.7M +$2.35M +177,041 +13%
BFA
5
BlackRock Fund Advisors
California
$16.9M +$200K +15,082 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.45M -$605K -45,540 -6%
BIT
7
BlackRock Institutional Trust
California
$8.99M -$241K -18,151 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$8.38M +$215K +16,156 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$7.63M -$130K -9,800 -2%
GI
10
GAMCO Investors
Connecticut
$6.46M -$106K -8,000 -2%
Ameriprise
11
Ameriprise
Minnesota
$5.99M -$1.41M -106,271 -20%
GF
12
Gabelli Funds
New York
$5.8M – – –
State Street
13
State Street
Massachusetts
$5.49M -$3.47K -261 -0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.46M -$227K -17,094 -4%
Northern Trust
15
Northern Trust
Illinois
$4.67M +$132K +9,905 +3%
TA
16
Teton Advisors
New York
$4.4M -$186K -14,000 -4%
HA
17
Heartland Advisors
Wisconsin
$3.34M – – –
Bank of America
18
Bank of America
North Carolina
$2.27M +$2.02M +151,905 +1,305%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$1.94M -$12.6K -945 -0.7%
Principal Financial Group
20
Principal Financial Group
Iowa
$1.72M +$114K +8,619 +7%
DP
21
Dearborn Partners
Illinois
$1.51M -$84K -6,321 -6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.44M +$116K +8,757 +9%
Wells Fargo
23
Wells Fargo
California
$1.42M +$39.1K +2,944 +3%
Charles Schwab
24
Charles Schwab
California
$1.41M +$111K +8,388 +9%
TCIM
25
TIAA CREF Investment Management
New York
$1.4M -$140K -10,528 -9%
1
2 3 4 5

UTI Hedge Fund Activity: Q4 2013 in Review

96 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2013, worth a combined $279M — up 17% from $239M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UTI positions and 5 closed out — a net gain of 11 holders — while 36 added to existing stakes and 30 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $5.07M. The largest seller was Royce & Associates, cutting an estimated $2.48M.

  • 96 institutional investors held Universal Technical Institute (UTI) as of Q4 2013, up from 85 in Q3 2013.
  • Funds reported $279M of Universal Technical Institute stock for Q4 2013, up 17% quarter-over-quarter.
  • 16 funds opened new Universal Technical Institute positions in Q4 2013 and 5 closed out, a net change of +11 holders.
  • The largest Universal Technical Institute buyer in Q4 2013 was Vulcan Value Partners, an estimated $5.07M added.
  • The largest Universal Technical Institute seller in Q4 2013 was Royce & Associates, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2013.