UTStarcom
UTSI
26 hedge funds and large institutions have $17.5M invested in UTStarcom in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
126% more call options, than puts
Call options by funds: $43K | Put options by funds: $19K
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
13% more funds holding
Funds holding: 23 → 26 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13.41% less ownership
Funds ownership: 32.62% → 19.22% (-13%)
40% less capital invested
Capital invested by funds: $29.1M → $17.5M (-$11.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$120K |
| 2 |
Renaissance Technologies
New York
|
+$98.4K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$57.8K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$56.2K |
| 5 |
Goldman Sachs
New York
|
+$32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shah Capital Management
Raleigh,
North Carolina
|
-$11.9M |
| 2 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$104K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$82.4K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$47.3K |
| 5 |
Jane Street
New York
|
-$33K |
UTSI Hedge Fund Activity: Q4 2015 in Review
26 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in UTStarcom (UTSI) for Q4 2015, worth a combined $17.5M — down 40% from $29.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UTSI positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $120K. The largest seller was Shah Capital Management, cutting an estimated $11.9M.
- 26 institutional investors held UTStarcom (UTSI) as of Q4 2015, up from 23 in Q3 2015.
- Funds reported $17.5M of UTStarcom stock for Q4 2015, down 40% quarter-over-quarter.
- 5 funds opened new UTStarcom positions in Q4 2015 and 2 closed out, a net change of +3 holders.
- The largest UTStarcom buyer in Q4 2015 was Creative Planning, an estimated $120K added.
- The largest UTStarcom seller in Q4 2015 was Shah Capital Management, an estimated $11.9M sold.
Based on aggregated 13F filings for Q4 2015.