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UTStarcom

33 hedge funds and large institutions have $16.5M invested in UTStarcom in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

14% more funds holding

Funds holding: 2933 (+4)

13% more capital invested

Capital invested by funds: $14.5M → $16.5M (+$1.92M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
6
Reduced
8
Closed
1
Calls
$55K
Puts
Net Calls
+$55K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shah Capital Management
North Carolina
$12.9M +$491K +61,717 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.62M +$209K +26,241 +15%
SCM
3
Schneider Capital Management
Pennsylvania
$957K
BCM
4
Bridgeway Capital Management
Texas
$187K
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$136K
Creative Planning
6
Creative Planning
Kansas
$104K
Wells Fargo
7
Wells Fargo
California
$94K -$55.5K -6,974 -38%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$76K -$16.8K -2,106 -19%
Deutsche Bank
9
Deutsche Bank
Germany
$64K +$61.7K +7,753 +32,304%
SIM
10
Spark Investment Management
New York
$57K +$31.8K +4,000 +137%
TC
11
TFS Capital
Pennsylvania
$43K
Northern Trust
12
Northern Trust
Illinois
$37K -$135 -17 -0.4%
CRC
13
Curi RMB Capital
Illinois
$35K -$13.5K -1,700 -29%
VKH
14
Virtu KCG Holdings
New York
$30K +$29K +3,651 New
WS
15
Wedbush Securities
California
$25K -$22.1K -2,772 -48%
Bank of America
16
Bank of America
North Carolina
$24K
Geode Capital Management
17
Geode Capital Management
Massachusetts
$24K +$183 +23 +0.8%
Citadel Advisors
18
Citadel Advisors
Florida
$23K -$34.7K -4,362 -61%
GC
19
Guggenheim Capital
Illinois
$23K +$21.7K +2,730 New
Goldman Sachs
20
Goldman Sachs
New York
$23K +$22.3K +2,803 New
UBS Group
21
UBS Group
Switzerland
$8K +$827 +104 +12%
ASN
22
Advisory Services Network
Georgia
$7K
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K -$8.89K -1,118 -90%
AIM
24
Acrospire Investment Management
Illinois
$1K -$437 -55 -44%
DADC
25
D.A. Davidson & Co
Montana
$1K

UTSI Hedge Fund Activity: Q3 2016 in Review

33 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in UTStarcom (UTSI) for Q3 2016, worth a combined $16.5M — up 13% from $14.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UTSI positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Shah Capital Management, adding an estimated $491K. The largest seller was Wells Fargo, cutting an estimated $55.5K.

  • 33 institutional investors held UTStarcom (UTSI) as of Q3 2016, up from 29 in Q2 2016.
  • Funds reported $16.5M of UTStarcom stock for Q3 2016, up 13% quarter-over-quarter.
  • 5 funds opened new UTStarcom positions in Q3 2016 and 1 closed out, a net change of +4 holders.
  • The largest UTStarcom buyer in Q3 2016 was Shah Capital Management, an estimated $491K added.
  • The largest UTStarcom seller in Q3 2016 was Wells Fargo, an estimated $55.5K sold.

Based on aggregated 13F filings for Q3 2016.