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Universal Technical Institute
UTI

102 hedge funds and large institutions have $66M invested in Universal Technical Institute in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $102K | Put options by funds: $35K

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 101 → 102 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.57% less ownership

Funds ownership: 79.44% → 77.87% (-1.6%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

60% less capital invested

Capital invested by funds: $165M → $66M (-$98.9M)

Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
33
Reduced
38
Closed
11
Calls
$102K
Puts
$35K
Net Calls
+$67K
Net Calls Change
-$50K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$492K
2
HA
Heartland Advisors
Wisconsin
+$484K
3
Bank of America
Bank of America
North Carolina
+$436K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$420K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$379K

Top Sellers

1
RA
Royce & Associates
New York
-$2.54M
2
HRCM
Hawk Ridge Capital Management
California
-$919K
3
TA
Teton Advisors
New York
-$452K
4
ZIM
Zacks Investment Management
Illinois
-$441K
5
Citadel Advisors
Citadel Advisors
Florida
-$414K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Stadium Capital Management
Connecticut
$12.7M – – –
BFA
2
BlackRock Fund Advisors
California
$4.55M +$103K +18,468 +1%
SCM
3
Sterling Capital Management
North Carolina
$3.6M -$107K -19,160 -2%
HA
4
Heartland Advisors
Wisconsin
$2.94M +$484K +86,475 +12%
Renaissance Technologies
5
Renaissance Technologies
New York
$2.89M +$328K +58,500 +8%
RA
6
Royce & Associates
New York
$2.83M -$2.54M -452,751 -36%
Morgan Stanley
7
Morgan Stanley
New York
$2.58M -$49.3K -8,811 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.51M -$22.6K -4,037 -0.6%
Vanguard Group
9
Vanguard Group
Pennsylvania
$2.47M -$245K -43,794 -6%
BIT
10
BlackRock Institutional Trust
California
$2.26M -$13.3K -2,378 -0.4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$2.11M +$420K +75,000 +14%
ROC
12
Robertson Opportunity Capital
Texas
$2.08M – – –
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$2.02M +$89.5K +15,985 +3%
Ameriprise
14
Ameriprise
Minnesota
$1.9M +$10.6K +1,900 +0.4%
State Street
15
State Street
Massachusetts
$1.43M -$121K -21,638 -5%
GI
16
GAMCO Investors
Connecticut
$1.28M -$193K -34,500 -9%
GF
17
Gabelli Funds
New York
$1.2M -$199K -35,582 -9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.16M +$379K +67,749 +26%
Bank of America
19
Bank of America
North Carolina
$1.15M +$436K +77,922 +31%
First Trust Advisors
20
First Trust Advisors
Illinois
$816K +$492K +87,896 +61%
Northern Trust
21
Northern Trust
Illinois
$751K -$235K -41,964 -16%
Wells Fargo
22
Wells Fargo
California
$676K +$199K +35,454 +23%
TA
23
Teton Advisors
New York
$613K -$452K -80,772 -32%
NCM
24
Nantahala Capital Management
Connecticut
$559K +$230K +41,100 +35%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$504K -$61K -10,900 -7%
1
2 3 4 5

UTI Hedge Fund Activity: Q3 2015 in Review

102 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2015, worth a combined $66M — down 60% from $165M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UTI positions and 11 closed out — a net gain of 1 holder — while 33 added to existing stakes and 38 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $492K. The largest seller was Royce & Associates, cutting an estimated $2.54M.

  • 102 institutional investors held Universal Technical Institute (UTI) as of Q3 2015, up from 101 in Q2 2015.
  • Funds reported $66M of Universal Technical Institute stock for Q3 2015, down 60% quarter-over-quarter.
  • 12 funds opened new Universal Technical Institute positions in Q3 2015 and 11 closed out, a net change of +1 holder.
  • The largest Universal Technical Institute buyer in Q3 2015 was First Trust Advisors, an estimated $492K added.
  • The largest Universal Technical Institute seller in Q3 2015 was Royce & Associates, an estimated $2.54M sold.

Based on aggregated 13F filings for Q3 2015.