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Universal Technical Institute

88 hedge funds and large institutions have $83.8M invested in Universal Technical Institute in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less funds holding

Funds holding: 8988 (-1)

1.95% less ownership

Funds ownership: 82.67%80.72% (-1.9%)

10% less capital invested

Capital invested by funds: $93.3M → $83.8M (-$9.54M)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

53% less call options, than puts

Call options by funds: $47K | Put options by funds: $100K

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
28
Reduced
32
Closed
7
Calls
$47K
Puts
$100K
Net Calls
-$53K
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Stadium Capital Management
Connecticut
$15.5M
CCM
2
Coliseum Capital Management
Connecticut
$15.5M +$1.97M +504,000 +16%
HA
3
Heartland Advisors
Wisconsin
$6.46M +$317K +81,063 +6%
BFA
4
BlackRock Fund Advisors
California
$5.93M +$9.47K +2,423 +0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.04M +$129K +33,045 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$3.68M +$59.8K +15,300 +2%
RA
7
Royce & Associates
New York
$3.34M -$117K -30,000 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.19M +$137K +35,123 +5%
BIT
9
BlackRock Institutional Trust
California
$2.57M -$7.72K -1,976 -0.3%
ROC
10
Robertson Opportunity Capital
Texas
$2.06M +$39.1K +10,000 +2%
State Street
11
State Street
Massachusetts
$1.56M -$168K -42,999 -11%
RC
12
RBF Capital
California
$1.55M +$206K +52,705 +17%
GC
13
Guggenheim Capital
Illinois
$1.48M +$211K +53,966 +19%
Wells Fargo
14
Wells Fargo
California
$1.28M +$214K +54,612 +23%
GF
15
Gabelli Funds
New York
$1.27M -$141K -36,000 -11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.05M -$9.46K -2,419 -1%
GI
17
GAMCO Investors
Connecticut
$999K -$205K -52,500 -18%
Northern Trust
18
Northern Trust
Illinois
$899K +$10.1K +2,583 +1%
NCM
19
Nantahala Capital Management
Connecticut
$867K +$31.7K +8,103 +4%
First Trust Advisors
20
First Trust Advisors
Illinois
$800K -$1.55M -396,927 -68%
Principal Financial Group
21
Principal Financial Group
Iowa
$622K +$22K +5,626 +4%
SO
22
STRS Ohio
Ohio
$495K
BCM
23
Bridgeway Capital Management
Texas
$491K
TA
24
Teton Advisors
New York
$474K -$19.5K -5,000 -4%
Morgan Stanley
25
Morgan Stanley
New York
$432K -$550K -140,688 -58%

UTI Hedge Fund Activity: Q1 2016 in Review

88 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2016, worth a combined $83.8M — down 10% from $93.3M a quarter earlier.

Fund positioning in UTI was balanced in Q1 2016: 7 funds opened new positions, 7 closed out, 28 added to existing stakes and 32 trimmed.

The largest buyer was Coliseum Capital Management, adding an estimated $1.97M. The largest seller was First Trust Advisors, cutting an estimated $1.55M.

  • 88 institutional investors held Universal Technical Institute (UTI) as of Q1 2016, down from 89 in Q4 2015.
  • Funds reported $83.8M of Universal Technical Institute stock for Q1 2016, down 10% quarter-over-quarter.
  • 7 funds opened new Universal Technical Institute positions in Q1 2016 and 7 closed out, a net change of 0 holders.
  • The largest Universal Technical Institute buyer in Q1 2016 was Coliseum Capital Management, an estimated $1.97M added.
  • The largest Universal Technical Institute seller in Q1 2016 was First Trust Advisors, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2016.