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Universal Technical Institute
UTI

90 hedge funds and large institutions have $198M invested in Universal Technical Institute in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 82.42% → 83.6% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

7% less funds holding

Funds holding: 97 → 90 (-7)

20% less capital invested

Capital invested by funds: $247M → $198M (-$48.9M)

24% less call options, than puts

Call options by funds: $397K | Put options by funds: $523K

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
30
Reduced
30
Closed
13
Calls
$397K
Puts
$523K
Net Calls
-$126K
Net Calls Change
-$57K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.1M
2
ROC
Robertson Opportunity Capital
Texas
+$679K
3
First Trust Advisors
First Trust Advisors
Illinois
+$518K
4
DP
Dearborn Partners
Illinois
+$504K
5
PG
PEAK6 Group
Illinois
+$443K

Top Sellers

1
SCM
Sterling Capital Management
North Carolina
-$522K
2
MG
Markel Group
Virginia
-$410K
3
GIP
Granite Investment Partners
California
-$330K
4
GF
Gabelli Funds
New York
-$283K
5
BFA
BlackRock Fund Advisors
California
-$263K
Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
1
Vulcan Value Partners
Alabama
$38.1M -$149K -13,188 -0.4%
SCM
2
Stadium Capital Management
Connecticut
$33.7M – – –
RA
3
Royce & Associates
New York
$20.5M – – –
SCM
4
Sterling Capital Management
North Carolina
$12.8M -$522K -46,157 -3%
BFA
5
BlackRock Fund Advisors
California
$10.6M -$263K -23,273 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.99M +$72.2K +6,380 +0.9%
BIT
7
BlackRock Institutional Trust
California
$6.17M -$50.3K -4,444 -0.7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6M -$12.7K -1,125 -0.2%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.55M +$57.7K +5,100 +0.9%
HA
10
Heartland Advisors
Wisconsin
$4.67M – – –
Ameriprise
11
Ameriprise
Minnesota
$4.26M +$91.8K +8,115 +2%
GI
12
GAMCO Investors
Connecticut
$4.15M -$170K -15,000 -3%
State Street
13
State Street
Massachusetts
$3.8M +$217K +19,185 +5%
GF
14
Gabelli Funds
New York
$3.6M -$283K -25,000 -6%
Morgan Stanley
15
Morgan Stanley
New York
$3.09M +$3.1M +274,313 +488%
ROC
16
Robertson Opportunity Capital
Texas
$3.06M +$679K +60,027 +22%
TA
17
Teton Advisors
New York
$2.71M -$193K -17,064 -6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.64M +$25.7K +2,273 +0.8%
Northern Trust
19
Northern Trust
Illinois
$2.36M -$227K -20,087 -7%
DP
20
Dearborn Partners
Illinois
$1.45M +$504K +44,558 +40%
Bank of America
21
Bank of America
North Carolina
$1.23M +$298K +26,325 +25%
Principal Financial Group
22
Principal Financial Group
Iowa
$1.2M -$4.21K -372 -0.3%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.16M +$28.3K +2,500 +2%
Wells Fargo
24
Wells Fargo
California
$1.14M +$55.8K +4,931 +4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.03M – – –
1
2 3 4 5

UTI Hedge Fund Activity: Q3 2014 in Review

90 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2014, worth a combined $198M — down 20% from $247M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UTI and 6 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $3.1M. The largest seller was Sterling Capital Management, cutting an estimated $522K.

  • 90 institutional investors held Universal Technical Institute (UTI) as of Q3 2014, down from 97 in Q2 2014.
  • Funds reported $198M of Universal Technical Institute stock for Q3 2014, down 20% quarter-over-quarter.
  • 6 funds opened new Universal Technical Institute positions in Q3 2014 and 13 closed out, a net change of -7 holders.
  • The largest Universal Technical Institute buyer in Q3 2014 was Morgan Stanley, an estimated $3.1M added.
  • The largest Universal Technical Institute seller in Q3 2014 was Sterling Capital Management, an estimated $522K sold.

Based on aggregated 13F filings for Q3 2014.