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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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80 hedge funds and large institutions have $1.03B invested in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $1.01B → $1.03B (+$22.6M)

11% less funds holding

Funds holding: 90 → 80 (-10)

54% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 35

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
80
Holders Change
-10
Holders Change %
-11.11%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
5
Increased
16
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
+$96.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$95M
3
ES
Equitec Specialists
Illinois
+$21.3M
4
Deutsche Bank
Deutsche Bank
Germany
+$18.5M
5
SG Americas Securities
SG Americas Securities
New York
+$6.23M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$37.9M
2
Ameriprise
Ameriprise
Minnesota
-$25.3M
3
AIM
Assured Investment Management
New York
-$15.4M
4
OFG
OTA Financial Group
New York
-$9.3M
5
Citigroup
Citigroup
New York
-$6.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
26
Credit Suisse
Switzerland
$7.88M +$4.39M +72,600 +112%
Morgan Stanley
27
Morgan Stanley
New York
$7.53M -$6.61M -109,153 -46%
VanEck Associates
28
VanEck Associates
New York
$7.15M -$811K -13,399 -10%
MAA
29
Managed Account Advisors
New Jersey
$6.14M -$430K -7,100 -6%
AUIM
30
Aegon USA Investment Management
Iowa
$4.87M – – –
Wells Fargo
31
Wells Fargo
California
$4.66M +$1.26M +20,898 +35%
CAM
32
Camden Asset Management
California
$4.49M +$4.5M +74,404 +1,872%
Zurich Cantonal Bank
33
Zurich Cantonal Bank
Switzerland
$3.47M – – –
PCM
34
Palisade Capital Management
New Jersey
$3.4M -$1.98M -32,695 -36%
Macquarie Group
35
Macquarie Group
Australia
$3.02M – – –
BIM
36
BlackRock Investment Management
Delaware
$2.96M – – –
Jennison Associates
37
Jennison Associates
New York
$2.77M – – –
KeyBank National Association
38
KeyBank National Association
Ohio
$2.65M – – –
SIM
39
SSI Investment Management
California
$2.64M -$622K -10,269 -18%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$2.64M -$132K -2,175 -5%
EIA
41
Edgemoor Investment Advisors
Maryland
$2.54M -$21.2K -350 -0.8%
LTI
42
Laffer Tengler Investments
Tennessee
$2.41M -$285K -4,703 -10%
CI
43
Conning Inc
Connecticut
$2.27M -$266K -4,399 -10%
CL
44
CSS LLC
Illinois
$2.25M -$2.26M -37,302 -49%
LIC
45
Lodestar Investment Counsel
Illinois
$2.18M – – –
CWM
46
Calamos Wealth Management
Illinois
$2.09M +$32.9K +544 +2%
RJA
47
Raymond James & Associates
Florida
$2.03M -$62.8K -1,037 -3%
Ameriprise
48
Ameriprise
Minnesota
$1.86M -$25.3M -417,287 -93%
Barclays
49
Barclays
United Kingdom
$1.71M +$1.8M +29,800 +14,900%
JAM
50
Jupiter Asset Management
United Kingdom
$1.69M – – –
1
2
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UTX.PRA Hedge Fund Activity: Q2 2015 in Review

80 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) for Q2 2015, worth a combined $1.03B — up 2.2% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UTX.PRA and 5 opened new positions — a net loss of 9 holders — while 35 trimmed existing stakes and 16 added.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $96.1M. The largest seller was Fidelity Investments, cutting an estimated $37.9M.

  • 80 institutional investors held UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) as of Q2 2015, down from 90 in Q1 2015.
  • Funds reported $1.03B of UNITED TECHNOLOGIES CORP CORP UNIT (DE) stock for Q2 2015, up 2.2% quarter-over-quarter.
  • 5 funds opened new UNITED TECHNOLOGIES CORP CORP UNIT (DE) positions in Q2 2015 and 14 closed out, a net change of -9 holders.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) buyer in Q2 2015 was Kohlberg Kravis Roberts & Co, an estimated $96.1M added.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) seller in Q2 2015 was Fidelity Investments, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2015.