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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
SB
51
Suntrust Banks
Georgia
$1.66M – – –
RFC
52
Regions Financial Corp
Alabama
$1.66M – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.63M +$1.65M +25,000 New
Allianz Asset Management
54
Allianz Asset Management
Germany
$1.63M -$9.23M -140,000 -85%
CIC
55
Chilton Investment Company
Connecticut
$1.49M -$491K -7,450 -25%
Aviva
56
Aviva
United Kingdom
$1.43M – – –
Goldman Sachs
57
Goldman Sachs
New York
$1.26M +$1.28M +19,365 New
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$1.04M – – –
IGIM
59
I.G. Investment Management
Manitoba, Canada
$991K – – –
CBB
60
Citizens Business Bank
California
$978K – – –
CS
61
Credit Suisse
Switzerland
$978K – – –
Loomis, Sayles & Company
62
Loomis, Sayles & Company
Massachusetts
$911K – – –
Citigroup
63
Citigroup
New York
$864K -$22.7K -345 -3%
MC
64
Middleton & Co
Massachusetts
$802K – – –
BIT
65
BlackRock Institutional Trust
California
$572K +$59.3K +900 +11%
Stifel Financial
66
Stifel Financial
Missouri
$548K -$263K -3,986 -32%
AIG
67
American International Group
New York
$529K +$14.3K +217 +3%
U
68
UBS
Switzerland
$400K -$32.7K -496 -7%
FAAS
69
First Allied Advisory Services
California
$322K -$13.8K -210 -4%
Morgan Stanley
70
Morgan Stanley
New York
$313K – – –
VKH
71
Virtu KCG Holdings
New York
$303K -$11.2K -170 -4%
SAM
72
Shamrock Asset Management
Texas
$296K +$13.2K +200 +5%
BAM
73
Berkshire Asset Management
Pennsylvania
$276K – – –
CD
74
Carl Domino
Florida
$264K +$267K +4,050 New
PFS
75
Prospera Financial Services
Texas
$261K – – –
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.