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Universal Technical Institute
UTI

97 hedge funds and large institutions have $247M invested in Universal Technical Institute in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% more ownership

Funds ownership: 82.41% → 82.42% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 99 → 97 (-2)

6% less capital invested

Capital invested by funds: $263M → $247M (-$16.1M)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

14% less call options, than puts

Call options by funds: $441K | Put options by funds: $510K

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
97
Holders Change
-2
Holders Change %
-2.02%
% 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
5
Increased
34
Reduced
38
Closed
7
Calls
$441K
Puts
$510K
Net Calls
-$69K
Net Calls Change
-$85K

Top Buyers

1
ROC
Robertson Opportunity Capital
Texas
+$2.4M
2
HA
Heartland Advisors
Wisconsin
+$2.06M
3
VVP
Vulcan Value Partners
Alabama
+$584K
4
Morgan Stanley
Morgan Stanley
New York
+$560K
5
Two Sigma Investments
Two Sigma Investments
New York
+$251K

Top Sellers

1
SCM
Sterling Capital Management
North Carolina
-$2.09M
2
BFA
BlackRock Fund Advisors
California
-$920K
3
RA
Royce & Associates
New York
-$593K
4
TC
TFS Capital
Pennsylvania
-$525K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$468K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Stadium Capital Management
Connecticut
$43.8M – – –
VVP
2
Vulcan Value Partners
Alabama
$42.1M +$584K +49,185 +1%
RA
3
Royce & Associates
New York
$26.6M -$593K -50,000 -2%
SCM
4
Sterling Capital Management
North Carolina
$17.1M -$2.09M -176,484 -11%
BFA
5
BlackRock Fund Advisors
California
$14M -$920K -77,518 -6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.99M +$58.6K +4,938 +0.7%
BIT
7
BlackRock Institutional Trust
California
$8.06M +$90.8K +7,648 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.8M +$213K +17,948 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$7.15M -$202K -17,038 -3%
HA
10
Heartland Advisors
Wisconsin
$6.07M +$2.06M +173,482 +53%
GI
11
GAMCO Investors
Connecticut
$5.58M -$47.5K -4,000 -0.9%
Ameriprise
12
Ameriprise
Minnesota
$5.43M +$129K +10,875 +2%
GF
13
Gabelli Funds
New York
$4.98M -$59.3K -5,000 -1%
State Street
14
State Street
Massachusetts
$4.7M -$36.2K -3,052 -0.8%
TA
15
Teton Advisors
New York
$3.73M -$220K -18,500 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.4M -$137K -11,556 -4%
Northern Trust
17
Northern Trust
Illinois
$3.31M -$379K -31,970 -11%
ROC
18
Robertson Opportunity Capital
Texas
$3.25M +$2.4M +202,206 +309%
Principal Financial Group
19
Principal Financial Group
Iowa
$1.57M +$6.97K +587 +0.5%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.48M – – –
Wells Fargo
21
Wells Fargo
California
$1.41M +$114K +9,605 +9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.34M – – –
DP
23
Dearborn Partners
Illinois
$1.34M +$23.5K +1,980 +2%
Bank of America
24
Bank of America
North Carolina
$1.28M -$148K -12,496 -11%
Charles Schwab
25
Charles Schwab
California
$1.25M -$105K -8,855 -8%
1
2 3 4 5

UTI Hedge Fund Activity: Q2 2014 in Review

97 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2014, worth a combined $247M — down 6.1% from $263M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UTI and 5 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 34 added.

The largest buyer was Robertson Opportunity Capital, adding an estimated $2.4M. The largest seller was Sterling Capital Management, cutting an estimated $2.09M.

  • 97 institutional investors held Universal Technical Institute (UTI) as of Q2 2014, down from 99 in Q1 2014.
  • Funds reported $247M of Universal Technical Institute stock for Q2 2014, down 6.1% quarter-over-quarter.
  • 5 funds opened new Universal Technical Institute positions in Q2 2014 and 7 closed out, a net change of -2 holders.
  • The largest Universal Technical Institute buyer in Q2 2014 was Robertson Opportunity Capital, an estimated $2.4M added.
  • The largest Universal Technical Institute seller in Q2 2014 was Sterling Capital Management, an estimated $2.09M sold.

Based on aggregated 13F filings for Q2 2014.