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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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84 hedge funds and large institutions have $1.04B invested in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

1% less funds holding

Funds holding: 85 → 84 (-1)

12% less capital invested

Capital invested by funds: $1.19B → $1.04B (-$146M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
5
Increased
32
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$27.8M
2
GLI
Guardian Life Insurance
New York
+$18.3M
3
Ameriprise
Ameriprise
Minnesota
+$11.5M
4
MSL
Mackay Shields LLC
New York
+$11.1M
5
ACM
Advent Capital Management
New York
+$9.97M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26M
2
Jennison Associates
Jennison Associates
New York
-$22.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$18M
4
Deutsche Bank
Deutsche Bank
Germany
-$4.29M
5
PCM
Palisade Capital Management
New Jersey
-$4.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
VanEck Associates
26
VanEck Associates
New York
$5.52M -$189K -3,090 -3%
Mackenzie Financial
27
Mackenzie Financial
Ontario, Canada
$4.9M +$2.41M +39,425 +90%
DCM
28
Dinsmore Capital Management
New Jersey
$4.71M – – –
AUIM
29
Aegon USA Investment Management
Iowa
$4.71M – – –
JAM
30
Jupiter Asset Management
United Kingdom
$4.07M +$4.21M +69,000 New
Wells Fargo
31
Wells Fargo
California
$3.97M -$553K -9,070 -12%
CWM
32
Calamos Wealth Management
Illinois
$3.93M +$147K +2,411 +4%
EIP
33
Epoch Investment Partners
New York
$3.73M -$2.15M -35,250 -36%
BIM
34
BlackRock Investment Management
Delaware
$3.49M +$917K +15,024 +34%
SIM
35
SSI Investment Management
California
$3.25M +$244 +4 +0%
SIG
36
Schooner Investment Group
Pennsylvania
$3.22M -$1.22M -20,000 -27%
NIP
37
Nicholas Investment Partners
California
$2.96M – – –
Neuberger Berman Group
38
Neuberger Berman Group
New York
$2.93M – – –
Jennison Associates
39
Jennison Associates
New York
$2.84M -$22.2M -363,403 -88%
KeyBank National Association
40
KeyBank National Association
Ohio
$2.7M +$251K +4,116 +10%
LTI
41
Laffer Tengler Investments
Tennessee
$2.69M +$58.9K +966 +2%
EIA
42
Edgemoor Investment Advisors
Maryland
$2.66M -$32K -525 -1%
CI
43
Conning Inc
Connecticut
$2.59M – – –
RJA
44
Raymond James & Associates
Florida
$2.55M +$423K +6,935 +19%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$2.51M +$24.4K +400 +1%
IGIM
46
I.G. Investment Management
Manitoba, Canada
$2.26M +$1.41M +23,155 +152%
LIC
47
Lodestar Investment Counsel
Illinois
$2.25M – – –
BlackRock
48
BlackRock
New York
$2M +$234K +3,835 +13%
Citigroup
49
Citigroup
New York
$1.76M +$1.02M +16,634 +126%
UCFA
50
United Capital Financial Advisors
Texas
$1.67M -$30.5K -500 -2%
1
2
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UTX.PRA Hedge Fund Activity: Q3 2014 in Review

84 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) for Q3 2014, worth a combined $1.04B — down 12% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UTX.PRA and 5 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 32 added.

The largest buyer was ClearBridge Investments, adding an estimated $27.8M. The largest seller was Fidelity Investments, cutting an estimated $26M.

  • 84 institutional investors held UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) as of Q3 2014, down from 85 in Q2 2014.
  • Funds reported $1.04B of UNITED TECHNOLOGIES CORP CORP UNIT (DE) stock for Q3 2014, down 12% quarter-over-quarter.
  • 5 funds opened new UNITED TECHNOLOGIES CORP CORP UNIT (DE) positions in Q3 2014 and 6 closed out, a net change of -1 holder.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) buyer in Q3 2014 was ClearBridge Investments, an estimated $27.8M added.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) seller in Q3 2014 was Fidelity Investments, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2014.