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UTX.PRA

UNITED TECHNOLOGIES CORP CORP UNIT (DE)

Delisted

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

86 hedge funds and large institutions have $4.09B invested in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more capital invested

Capital invested by funds: $1.14B → $4.09B (+$2.95B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0% more funds holding

Funds holding: 8686 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
86
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
9
Increased
23
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.87B -$2.92M -45,980 Closed
Calamos Advisors
2
Calamos Advisors
Illinois
$292M +$1.83M +28,850 +0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$99.6M +$7.4M +116,400 +8%
ClearBridge Investments
4
ClearBridge Investments
New York
$81.8M +$17M +268,240 +27%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$58.1M +$1.05M +16,556 +2%
BA
6
BlackRock Advisors
Delaware
$55.4M +$9.6K +151 +0%
MSL
7
Mackay Shields LLC
New York
$54.9M -$292K -4,591 -0.5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$47.7M -$222K -3,488 -0.5%
ACM
9
Advent Capital Management
New York
$44.4M -$37.4M -588,786 Closed
Franklin Resources
10
Franklin Resources
California
$43.1M +$17M +266,955 +67%
Jennison Associates
11
Jennison Associates
New York
$36.3M
PI
12
Putnam Investments
Massachusetts
$34.8M +$462K +7,277 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$32.1M +$658K +10,357 +2%
OCM
14
Oaktree Capital Management
California
$31.7M -$11.1M -175,000 -26%
Victory Capital Management
15
Victory Capital Management
Texas
$24.7M +$24.3M +381,685 New
GLI
16
Guardian Life Insurance
New York
$19.4M +$19.1M +300,000 New
Ameriprise
17
Ameriprise
Minnesota
$17.6M -$28K -440 -0.2%
JHIU
18
Janus Henderson Investors US
Colorado
$17.1M
Invesco
19
Invesco
Georgia
$17.1M +$16.8M +264,000 New
JP Morgan Chase
20
JP Morgan Chase
New York
$16.1M +$537K +8,451 +4%
Federated Hermes
21
Federated Hermes
Pennsylvania
$13.5M +$1.35M +21,200 +11%
ZIC
22
ZWJ Investment Counsel
Georgia
$13.2M -$194K -3,049 -1%
JAM
23
Jupiter Asset Management
United Kingdom
$11.7M
RAM
24
RWC Asset Management
United Kingdom
$11.7M
Allianz Asset Management
25
Allianz Asset Management
Germany
$10.7M -$2.22M -35,000 -18%

UTX.PRA Hedge Fund Activity: Q3 2013 in Review

86 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) for Q3 2013, worth a combined $4.09B — up 259% from $1.14B a quarter earlier.

Fund positioning in UTX.PRA was balanced in Q3 2013: 9 funds opened new positions, 9 closed out, 23 added to existing stakes and 31 trimmed.

The largest buyer was Guardian Life Insurance, opening a new position worth an estimated $19.1M. The largest seller was Advent Capital Management, exiting entirely with an estimated $37.4M sold.

  • 86 institutional investors held UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $4.09B of UNITED TECHNOLOGIES CORP CORP UNIT (DE) stock for Q3 2013, up 259% quarter-over-quarter.
  • 9 funds opened new UNITED TECHNOLOGIES CORP CORP UNIT (DE) positions in Q3 2013 and 9 closed out, a net change of 0 holders.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) buyer in Q3 2013 was Guardian Life Insurance, an estimated $19.1M added.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) seller in Q3 2013 was Advent Capital Management, an estimated $37.4M sold.

Based on aggregated 13F filings for Q3 2013.