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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
Calamos Advisors
1
Calamos Advisors
Illinois
$288M +$2.4M +36,707 +0.9%
ClearBridge Investments
2
ClearBridge Investments
New York
$90.9M +$8.79M +134,660 +11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$66.1M -$41.2M -631,240 -39%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$61.1M +$758K +11,624 +1%
BA
5
BlackRock Advisors
Delaware
$58.8M – – –
ACM
6
Advent Capital Management
New York
$55.7M +$54.5M +835,717 New
MSL
7
Mackay Shields LLC
New York
$54.5M -$109K -1,669 -0.2%
Franklin Resources
8
Franklin Resources
California
$53.5M +$4.05M +62,040 +8%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$49.3M +$98.4K +1,508 +0.2%
Jennison Associates
10
Jennison Associates
New York
$37.3M – – –
PI
11
Putnam Investments
Massachusetts
$34.4M -$1.33M -20,402 -4%
Victory Capital Management
12
Victory Capital Management
Texas
$32.8M +$8.62M +132,174 +37%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$32.8M +$92.7K +1,421 +0.3%
Invesco
14
Invesco
Georgia
$26.3M +$8.54M +130,900 +50%
Federated Hermes
15
Federated Hermes
Pennsylvania
$23.7M +$7.06M +108,238 +44%
Ameriprise
16
Ameriprise
Minnesota
$20.8M +$2.24M +34,311 +12%
GLI
17
Guardian Life Insurance
New York
$20M – – –
JHIU
18
Janus Henderson Investors US
Colorado
$17.6M – – –
JP Morgan Chase
19
JP Morgan Chase
New York
$17.6M +$431K +6,602 +3%
ZIC
20
ZWJ Investment Counsel
Georgia
$13.3M -$159K -2,435 -1%
JAM
21
Jupiter Asset Management
United Kingdom
$11.3M – – –
BG
22
BlackRock Group
United Kingdom
$11M +$783K +12,000 +8%
Allianz Asset Management
23
Allianz Asset Management
Germany
$11M – – –
CGI
24
CI Global Investments
California
$9.32M – – –
MAA
25
Managed Account Advisors
New Jersey
$8.42M +$309K +4,738 +4%
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.