We are live on ! Find out more
UTX.PRA

UNITED TECHNOLOGIES CORP CORP UNIT (DE)
UTX.PRA

Delisted

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

Back to rankings

84 hedge funds and large institutions have $1.04B invested in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

1% less funds holding

Funds holding: 85 → 84 (-1)

12% less capital invested

Capital invested by funds: $1.19B → $1.04B (-$146M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
5
Increased
32
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$27.8M
2
GLI
Guardian Life Insurance
New York
+$18.3M
3
Ameriprise
Ameriprise
Minnesota
+$11.5M
4
MSL
Mackay Shields LLC
New York
+$11.1M
5
ACM
Advent Capital Management
New York
+$9.97M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26M
2
Jennison Associates
Jennison Associates
New York
-$22.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$18M
4
Deutsche Bank
Deutsche Bank
Germany
-$4.29M
5
PCM
Palisade Capital Management
New Jersey
-$4.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Calamos Advisors
1
Calamos Advisors
Illinois
$260M -$1.52M -24,966 -0.6%
ClearBridge Investments
2
ClearBridge Investments
New York
$114M +$27.8M +455,925 +31%
ACM
3
Advent Capital Management
New York
$63.6M +$9.97M +163,400 +18%
BA
4
BlackRock Advisors
Delaware
$54.7M +$2.41M +39,539 +4%
Franklin Resources
5
Franklin Resources
California
$52.5M +$700K +11,476 +1%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$47.4M -$18M -295,230 -27%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$42.8M -$265K -4,347 -0.6%
Ameriprise
8
Ameriprise
Minnesota
$32.1M +$11.5M +189,070 +53%
PI
9
Putnam Investments
Massachusetts
$30.3M +$1.59M +26,082 +5%
Victory Capital Management
10
Victory Capital Management
Texas
$29.9M +$1.04M +17,053 +3%
Federated Hermes
11
Federated Hermes
Pennsylvania
$29.8M +$2.2M +36,027 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$29.1M +$62.6K +1,026 +0.2%
Invesco
13
Invesco
Georgia
$19.6M -$3.78M -62,000 -16%
GLI
14
Guardian Life Insurance
New York
$17.7M +$18.3M +300,000 New
MSL
15
Mackay Shields LLC
New York
$16.2M +$11.1M +182,323 +196%
JHIU
16
Janus Henderson Investors US
Colorado
$15.6M – – –
JP Morgan Chase
17
JP Morgan Chase
New York
$14.7M +$468K +7,671 +3%
PCM
18
Palisade Capital Management
New Jersey
$12.9M -$4.27M -70,005 -87%
BG
19
BlackRock Group
United Kingdom
$10.9M +$915K +15,000 +9%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$10.3M -$26M -425,900 -71%
Goldman Sachs
21
Goldman Sachs
New York
$9.15M +$8.3M +136,036 +702%
Morgan Stanley
22
Morgan Stanley
New York
$8.99M +$9.03M +147,921 +3,082%
Bank of America
23
Bank of America
North Carolina
$7.55M +$1.17M +19,127 +18%
MAA
24
Managed Account Advisors
New Jersey
$7.54M +$151K +2,479 +2%
CGI
25
CI Global Investments
California
$7.07M -$1.22M -20,000 -14%
1
2 3 4

UTX.PRA Hedge Fund Activity: Q3 2014 in Review

84 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) for Q3 2014, worth a combined $1.04B — down 12% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UTX.PRA and 5 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 32 added.

The largest buyer was ClearBridge Investments, adding an estimated $27.8M. The largest seller was Fidelity Investments, cutting an estimated $26M.

  • 84 institutional investors held UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) as of Q3 2014, down from 85 in Q2 2014.
  • Funds reported $1.04B of UNITED TECHNOLOGIES CORP CORP UNIT (DE) stock for Q3 2014, down 12% quarter-over-quarter.
  • 5 funds opened new UNITED TECHNOLOGIES CORP CORP UNIT (DE) positions in Q3 2014 and 6 closed out, a net change of -1 holder.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) buyer in Q3 2014 was ClearBridge Investments, an estimated $27.8M added.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) seller in Q3 2014 was Fidelity Investments, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2014.