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UTX.PRA

UNITED TECHNOLOGIES CORP CORP UNIT (DE)
UTX.PRA

Delisted

UTX.PRA was delisted on the 31st of July, 2015.

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85 hedge funds and large institutions have $1.19B invested in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

1% more funds holding

Funds holding: 84 → 85 (+1)

3% less capital invested

Capital invested by funds: $1.22B → $1.19B (-$31.5M)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
4
Increased
25
Reduced
30
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$12M
2
Calamos Advisors
Calamos Advisors
Illinois
+$7.74M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$7.51M
4
ClearBridge Investments
ClearBridge Investments
New York
+$7.07M
5
ACM
Advent Capital Management
New York
+$5.18M

Top Sellers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
-$47.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.8M
3
GLI
Guardian Life Insurance
New York
-$20M
4
Jennison Associates
Jennison Associates
New York
-$9.77M
5
ZIC
ZWJ Investment Counsel
Georgia
-$9.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
VanEck Associates
26
VanEck Associates
New York
$6.32M +$370K +5,613 +6%
MSL
27
Mackay Shields LLC
New York
$6.08M -$47.7M -723,430 -89%
Macquarie Group
28
Macquarie Group
Australia
$5.29M – – –
PCM
29
Palisade Capital Management
New Jersey
$5.27M +$246K +3,729 +5%
AUIM
30
Aegon USA Investment Management
Iowa
$5.21M – – –
DCM
31
Dinsmore Capital Management
New Jersey
$5.21M – – –
Wells Fargo
32
Wells Fargo
California
$4.99M -$270K -4,092 -5%
SIG
33
Schooner Investment Group
Pennsylvania
$4.91M +$1.48M +22,500 +43%
CWM
34
Calamos Wealth Management
Illinois
$4.19M +$98.1K +1,489 +2%
SIM
35
SSI Investment Management
California
$3.61M +$219K +3,319 +6%
ZIC
36
ZWJ Investment Counsel
Georgia
$3.37M -$9.72M -147,403 -74%
NIP
37
Nicholas Investment Partners
California
$3.28M +$1.05M +16,000 +47%
PC
38
Passport Capital
California
$3.26M +$3.3M +50,000 New
Neuberger Berman Group
39
Neuberger Berman Group
New York
$3.24M -$357K -5,423 -10%
EIA
40
Edgemoor Investment Advisors
Maryland
$2.98M -$65.9K -1,000 -2%
LTI
41
Laffer Tengler Investments
Tennessee
$2.91M -$25.4K -386 -0.9%
BIM
42
BlackRock Investment Management
Delaware
$2.88M +$687K +10,424 +31%
CI
43
Conning Inc
Connecticut
$2.87M – – –
Mackenzie Financial
44
Mackenzie Financial
Ontario, Canada
$2.86M -$131K -1,990 -4%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$2.76M +$260K +3,950 +10%
KeyBank National Association
46
KeyBank National Association
Ohio
$2.72M -$93.9K -1,425 -3%
LIC
47
Lodestar Investment Counsel
Illinois
$2.49M -$14.8K -225 -0.6%
RJA
48
Raymond James & Associates
Florida
$2.38M -$27.7K -421 -1%
BlackRock
49
BlackRock
New York
$1.96M – – –
UCFA
50
United Capital Financial Advisors
Texas
$1.86M – – –
1
2
3 4

UTX.PRA Hedge Fund Activity: Q2 2014 in Review

85 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) for Q2 2014, worth a combined $1.19B — down 2.6% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UTX.PRA positions and 3 closed out — a net gain of 1 holder — while 25 added to existing stakes and 30 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $12M. The largest seller was Mackay Shields LLC, cutting an estimated $47.7M.

  • 85 institutional investors held UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) as of Q2 2014, up from 84 in Q1 2014.
  • Funds reported $1.19B of UNITED TECHNOLOGIES CORP CORP UNIT (DE) stock for Q2 2014, down 2.6% quarter-over-quarter.
  • 4 funds opened new UNITED TECHNOLOGIES CORP CORP UNIT (DE) positions in Q2 2014 and 3 closed out, a net change of +1 holder.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) buyer in Q2 2014 was Lord, Abbett & Co, an estimated $12M added.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) seller in Q2 2014 was Mackay Shields LLC, an estimated $47.7M sold.

Based on aggregated 13F filings for Q2 2014.