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Universal Technical Institute
UTI

101 hedge funds and large institutions have $165M invested in Universal Technical Institute in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $326K | Put options by funds: $209K

1.99% more ownership

Funds ownership: 77.45% → 79.44% (+2%)

3% less funds holding

Funds holding: 104 → 101 (-3)

11% less capital invested

Capital invested by funds: $184M → $165M (-$19.5M)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
101
Holders Change
-3
Holders Change %
-2.88%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
33
Reduced
41
Closed
9
Calls
$326K
Puts
$209K
Net Calls
+$117K
Net Calls Change
+$142K

Top Buyers

1
HA
Heartland Advisors
Wisconsin
+$2.26M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.75M
3
First Trust Advisors
First Trust Advisors
Illinois
+$707K
4
CS
Credit Suisse
Switzerland
+$508K
5
ZIM
Zacks Investment Management
Illinois
+$463K

Top Sellers

1
HRCM
Hawk Ridge Capital Management
California
-$1.53M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.01M
3
Deutsche Bank
Deutsche Bank
Germany
-$751K
4
RA
Royce & Associates
New York
-$678K
5
Two Sigma Investments
Two Sigma Investments
New York
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Stadium Capital Management
Connecticut
$31M – – –
BFA
2
BlackRock Fund Advisors
California
$11M -$255K -28,252 -2%
RA
3
Royce & Associates
New York
$10.8M -$678K -75,000 -6%
SCM
4
Sterling Capital Management
North Carolina
$8.97M -$413K -45,673 -4%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.57M +$66.9K +7,400 +1%
HA
6
Heartland Advisors
Wisconsin
$6.45M +$2.26M +250,000 +50%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.42M +$170K +18,785 +3%
Morgan Stanley
8
Morgan Stanley
New York
$6.4M +$52.2K +5,773 +0.8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$6.18M +$220K +24,390 +4%
BIT
10
BlackRock Institutional Trust
California
$5.56M -$330K -36,574 -5%
ROC
11
Robertson Opportunity Capital
Texas
$5.11M – – –
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$4.8M +$1.75M +193,446 +53%
Ameriprise
13
Ameriprise
Minnesota
$4.64M -$188K -20,815 -4%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$4.53M – – –
State Street
15
State Street
Massachusetts
$3.68M +$152K +16,784 +4%
GI
16
GAMCO Investors
Connecticut
$3.44M -$154K -17,000 -4%
GF
17
Gabelli Funds
New York
$3.23M – – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.26M +$52.9K +5,856 +2%
Northern Trust
19
Northern Trust
Illinois
$2.2M +$161K +17,779 +7%
TA
20
Teton Advisors
New York
$2.2M -$63.2K -7,000 -3%
Bank of America
21
Bank of America
North Carolina
$2.14M +$265K +29,385 +13%
Wells Fargo
22
Wells Fargo
California
$1.35M +$15.4K +1,703 +1%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.33M +$272K +30,100 +24%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.24M +$707K +78,204 +118%
Deutsche Bank
25
Deutsche Bank
Germany
$1.21M -$751K -83,116 -37%
1
2 3 4 5

UTI Hedge Fund Activity: Q2 2015 in Review

101 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2015, worth a combined $165M — down 11% from $184M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UTI and 6 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 33 added.

The largest buyer was Heartland Advisors, adding an estimated $2.26M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $1.53M.

  • 101 institutional investors held Universal Technical Institute (UTI) as of Q2 2015, down from 104 in Q1 2015.
  • Funds reported $165M of Universal Technical Institute stock for Q2 2015, down 11% quarter-over-quarter.
  • 6 funds opened new Universal Technical Institute positions in Q2 2015 and 9 closed out, a net change of -3 holders.
  • The largest Universal Technical Institute buyer in Q2 2015 was Heartland Advisors, an estimated $2.26M added.
  • The largest Universal Technical Institute seller in Q2 2015 was Hawk Ridge Capital Management, an estimated $1.53M sold.

Based on aggregated 13F filings for Q2 2015.