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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 $3.82B invested in UNITED TECHNOLOGIES CORP CORP UNIT (DE) in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more capital invested

Capital invested by funds: $1.04B → $3.82B (+$2.78B)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 8486 (+2)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
23
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.79B -$2.7M -45,608 Closed
Calamos Advisors
2
Calamos Advisors
Illinois
$186M -$82M -1,383,137 -31%
ClearBridge Investments
3
ClearBridge Investments
New York
$118M -$552K -9,311 -0.5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$61.3M +$48.9M +824,500 +470%
BA
5
BlackRock Advisors
Delaware
$55M -$1.84M -30,961 -3%
Franklin Resources
6
Franklin Resources
California
$54.9M +$136K +2,290 +0.3%
ACM
7
Advent Capital Management
New York
$53.2M -$63.9M -1,077,752 Closed
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$43.4M -$1.14M -19,147 -3%
Federated Hermes
9
Federated Hermes
Pennsylvania
$42.2M +$10.8M +182,572 +36%
Victory Capital Management
10
Victory Capital Management
Texas
$39.8M +$8.31M +140,181 +28%
MSL
11
Mackay Shields LLC
New York
$39.2M +$21.6M +364,200 +132%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$30.9M +$628K +10,587 +2%
Ameriprise
13
Ameriprise
Minnesota
$27.5M -$5.75M -96,889 -18%
PI
14
Putnam Investments
Massachusetts
$27.5M -$3.89M -65,624 -13%
Invesco
15
Invesco
Georgia
$19.4M -$961K -16,200 -5%
GLI
16
Guardian Life Insurance
New York
$18.4M
JP Morgan Chase
17
JP Morgan Chase
New York
$18.2M +$2.81M +47,295 +19%
JHIU
18
Janus Henderson Investors US
Colorado
$16.2M
Morgan Stanley
19
Morgan Stanley
New York
$14.8M +$5.16M +86,950 +57%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$13M -$35.2M -592,864 -74%
BG
21
BlackRock Group
United Kingdom
$10.7M -$667K -11,238 -6%
RAM
22
RWC Asset Management
United Kingdom
$9.51M +$9.19M +155,000 New
MAA
23
Managed Account Advisors
New Jersey
$7.52M -$320K -5,402 -4%
CGI
24
CI Global Investments
California
$7.36M
VanEck Associates
25
VanEck Associates
New York
$6.28M +$510K +8,602 +9%

UTX.PRA Hedge Fund Activity: Q4 2014 in Review

86 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) for Q4 2014, worth a combined $3.82B — up 268% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UTX.PRA positions and 9 closed out — a net gain of 3 holders — while 23 added to existing stakes and 27 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.9M. The largest seller was Calamos Advisors, cutting an estimated $82M.

  • 86 institutional investors held UNITED TECHNOLOGIES CORP CORP UNIT (DE) (UTX.PRA) as of Q4 2014, up from 84 in Q3 2014.
  • Funds reported $3.82B of UNITED TECHNOLOGIES CORP CORP UNIT (DE) stock for Q4 2014, up 268% quarter-over-quarter.
  • 12 funds opened new UNITED TECHNOLOGIES CORP CORP UNIT (DE) positions in Q4 2014 and 9 closed out, a net change of +3 holders.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) buyer in Q4 2014 was Fidelity Investments, an estimated $48.9M added.
  • The largest UNITED TECHNOLOGIES CORP CORP UNIT (DE) seller in Q4 2014 was Calamos Advisors, an estimated $82M sold.

Based on aggregated 13F filings for Q4 2014.