We are live on ! Find out more
UTI icon

Universal Technical Institute
UTI

104 hedge funds and large institutions have $184M invested in Universal Technical Institute in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 104 → 104 (0)

10% less call options, than puts

Call options by funds: $232K | Put options by funds: $257K

4.79% less ownership

Funds ownership: 82.24% → 77.45% (-4.8%)

11% less capital invested

Capital invested by funds: $207M → $184M (-$22.4M)

Holders
104
Holders Change
–
Holders Change %
0%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
42
Reduced
33
Closed
8
Calls
$232K
Puts
$257K
Net Calls
-$25K
Net Calls Change
+$186K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$3.29M
2
HRCM
Hawk Ridge Capital Management
California
+$2.57M
3
ROC
Robertson Opportunity Capital
Texas
+$2.32M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.97M
5
Morgan Stanley
Morgan Stanley
New York
+$1.6M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$29.1M
2
RPAM
Rhenman & Partners Asset Management
Sweden
-$6.79M
3
RA
Royce & Associates
New York
-$2.18M
4
SCM
Sterling Capital Management
North Carolina
-$1.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Stadium Capital Management
Connecticut
$34.6M – – –
RA
2
Royce & Associates
New York
$12.8M -$2.18M -235,000 -15%
BFA
3
BlackRock Fund Advisors
California
$12.5M +$397K +42,735 +3%
SCM
4
Sterling Capital Management
North Carolina
$10.5M -$1.9M -204,093 -16%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.26M +$1.55M +167,000 +28%
Morgan Stanley
6
Morgan Stanley
New York
$7.09M +$1.6M +171,739 +30%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.98M -$133K -14,320 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.66M +$544K +58,520 +9%
BIT
9
BlackRock Institutional Trust
California
$6.56M +$334K +35,925 +6%
ROC
10
Robertson Opportunity Capital
Texas
$5.7M +$2.32M +250,000 +73%
Ameriprise
11
Ameriprise
Minnesota
$5.38M +$983K +105,756 +23%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$5.06M +$1.97M +211,600 +67%
HA
13
Heartland Advisors
Wisconsin
$4.8M – – –
GI
14
GAMCO Investors
Connecticut
$4M -$102K -11,000 -3%
State Street
15
State Street
Massachusetts
$3.95M +$147K +15,839 +4%
GF
16
Gabelli Funds
New York
$3.61M -$74.3K -8,000 -2%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$3.5M +$3.29M +354,540 +3,521%
HRCM
18
Hawk Ridge Capital Management
California
$2.65M +$2.57M +276,137 New
TA
19
Teton Advisors
New York
$2.52M -$74.3K -8,000 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.47M -$423K -45,529 -15%
Northern Trust
21
Northern Trust
Illinois
$2.29M -$37.5K -4,039 -2%
Deutsche Bank
22
Deutsche Bank
Germany
$2.15M +$1.5M +161,977 +260%
Bank of America
23
Bank of America
North Carolina
$2.1M +$359K +38,658 +21%
Citadel Advisors
24
Citadel Advisors
Florida
$1.53M +$1.23M +132,707 +496%
Wells Fargo
25
Wells Fargo
California
$1.49M +$361K +38,817 +33%
1
2 3 4 5

UTI Hedge Fund Activity: Q1 2015 in Review

104 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2015, worth a combined $184M — down 11% from $207M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UTI positions and 8 closed out — a net gain of 1 holder — while 42 added to existing stakes and 33 trimmed.

The largest buyer was Brandywine Global Investment Management, adding an estimated $3.29M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $29.1M sold.

  • 104 institutional investors held Universal Technical Institute (UTI) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $184M of Universal Technical Institute stock for Q1 2015, down 11% quarter-over-quarter.
  • 9 funds opened new Universal Technical Institute positions in Q1 2015 and 8 closed out, a net change of +1 holder.
  • The largest Universal Technical Institute buyer in Q1 2015 was Brandywine Global Investment Management, an estimated $3.29M added.
  • The largest Universal Technical Institute seller in Q1 2015 was Vulcan Value Partners, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2015.