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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 $1.22B invested in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less capital invested

Capital invested by funds: $1.23B → $1.22B (-$16.3M)

3% less funds holding

Funds holding: 87 → 84 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
2
Increased
35
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Advent Capital Management
New York
+$54.5M
2
ClearBridge Investments
ClearBridge Investments
New York
+$8.79M
3
Victory Capital Management
Victory Capital Management
Texas
+$8.62M
4
Invesco
Invesco
Georgia
+$8.54M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$7.06M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.2M
2
OCM
Oaktree Capital Management
California
-$32.1M
3
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
-$5.24M
4
Citigroup
Citigroup
New York
-$1.82M
5
Wells Fargo
Wells Fargo
California
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
51
Suntrust Banks
Georgia
$1.7M +$192K +2,950 +13%
RFC
52
Regions Financial Corp
Alabama
$1.7M +$243K +3,730 +17%
Aviva
53
Aviva
United Kingdom
$1.47M – – –
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$1.06M – – –
IGIM
55
I.G. Investment Management
Manitoba, Canada
$1.01M – – –
CS
56
Credit Suisse
Switzerland
$999K -$1.68M -25,736 -63%
CBB
57
Citizens Business Bank
California
$999K -$176K -2,700 -15%
Loomis, Sayles & Company
58
Loomis, Sayles & Company
Massachusetts
$922K -$134K -2,055 -21%
Citigroup
59
Citigroup
New York
$906K -$1.82M -27,825 -67%
Stifel Financial
60
Stifel Financial
Missouri
$825K +$808K +12,388 New
MC
61
Middleton & Co
Massachusetts
$819K +$9.79K +150 +1%
AIG
62
American International Group
New York
$525K +$1.11K +17 +0.2%
BIT
63
BlackRock Institutional Trust
California
$524K +$137K +2,100 +36%
U
64
UBS
Switzerland
$442K +$11K +168 +3%
FAAS
65
First Allied Advisory Services
California
$342K -$148K -2,273 -31%
VKH
66
Virtu KCG Holdings
New York
$320K -$179K -2,737 -36%
Morgan Stanley
67
Morgan Stanley
New York
$320K – – –
SAM
68
Shamrock Asset Management
Texas
$289K +$6.53K +100 +2%
BAM
69
Berkshire Asset Management
Pennsylvania
$282K – – –
PFS
70
Prospera Financial Services
Texas
$266K – – –
GJIC
71
Gamble Jones Investment Counsel
California
$236K – – –
LPL Financial
72
LPL Financial
California
$205K -$120K -1,837 -37%
Brown Advisory
73
Brown Advisory
Maryland
$151K – – –
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.4K +$2.44M +37,349 +4%
BPBT
75
Boston Private Bank & Trust
Massachusetts
$52K – – –
1 2
3
4

UTX.PRA Hedge Fund Activity: Q1 2014 in Review

84 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) for Q1 2014, worth a combined $1.22B — down 1.3% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UTX.PRA and 2 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 35 added.

The largest buyer was Advent Capital Management, opening a new position worth an estimated $54.5M. The largest seller was Fidelity Investments, cutting an estimated $41.2M.

  • 84 institutional investors held UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) as of Q1 2014, down from 87 in Q4 2013.
  • Funds reported $1.22B of UNITED TECHNOLOGIES CORP CORP UNIT (DE) stock for Q1 2014, down 1.3% quarter-over-quarter.
  • 2 funds opened new UNITED TECHNOLOGIES CORP CORP UNIT (DE) positions in Q1 2014 and 5 closed out, a net change of -3 holders.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) buyer in Q1 2014 was Advent Capital Management, an estimated $54.5M added.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) seller in Q1 2014 was Fidelity Investments, an estimated $41.2M sold.

Based on aggregated 13F filings for Q1 2014.