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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
Calamos Advisors
1
Calamos Advisors
Illinois
$289M +$7.74M +117,445 +3%
ClearBridge Investments
2
ClearBridge Investments
New York
$96M +$7.07M +107,225 +8%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$71.8M +$12M +182,717 +20%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62M +$4.86M +73,773 +8%
BA
5
BlackRock Advisors
Delaware
$57.9M +$388K +5,893 +0.7%
Franklin Resources
6
Franklin Resources
California
$57.4M +$5.1M +77,315 +10%
ACM
7
Advent Capital Management
New York
$54.9M +$5.18M +78,635 +9%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$47.7M -$602K -9,130 -1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$39.2M -$25.8M -391,700 -39%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$32.1M +$52.8K +801 +0.2%
Victory Capital Management
11
Victory Capital Management
Texas
$32M -$58K -880 -0.2%
PI
12
Putnam Investments
Massachusetts
$31.2M -$2.35M -35,696 -7%
Federated Hermes
13
Federated Hermes
Pennsylvania
$30.6M +$7.51M +113,963 +32%
Jennison Associates
14
Jennison Associates
New York
$26.8M -$9.77M -148,300 -26%
Invesco
15
Invesco
Georgia
$25.7M – – –
Ameriprise
16
Ameriprise
Minnesota
$23.2M +$2.93M +44,410 +14%
JHIU
17
Janus Henderson Investors US
Colorado
$17.2M – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$15.7M -$1.48M -22,497 -9%
BG
19
BlackRock Group
United Kingdom
$11.1M +$330K +5,000 +3%
JAM
20
Jupiter Asset Management
United Kingdom
$11M – – –
CGI
21
CI Global Investments
California
$9.13M – – –
MAA
22
Managed Account Advisors
New Jersey
$8.19M -$61K -925 -0.7%
Bank of America
23
Bank of America
North Carolina
$7.12M +$1.67M +25,396 +30%
EIP
24
Epoch Investment Partners
New York
$6.43M -$507K -7,690 -7%
Deutsche Bank
25
Deutsche Bank
Germany
$6.39M -$1.14M -17,354 -15%
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.