Universal Corp
211 hedge funds and large institutions have $1.67B invested in Universal Corp in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 26 closing their positions.
62% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 26
48% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 58
16% more capital invested
Capital invested by funds: $1.43B → $1.67B (+$234M)
5% more funds holding
Funds holding: 201 → 211 (+10)
5.34% less ownership
Funds ownership: 98.52% → 93.18% (-5.3%)
52% less call options, than puts
Call options by funds: $6.53M | Put options by funds: $13.5M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$219M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.7M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$11.8M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$11.1M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$8.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$85.8M |
| 2 |
Pzena Investment Management
New York
|
-$17.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$13.1M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$6.19M |
| 5 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$6.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
226
Americafirst Capital Management
Roseville,
California
| – | -$244K | -3,830 | Closed |
|
|
CPP
227
Crow Point Partners
Boston,
Massachusetts
| – | -$149K | -2,345 | Closed |
|
|
BAM
228
Bruderman Asset Management
Locust Valley,
New York
| – | -$97K | -1,518 | Closed |
|
|
PFS
229
Physicians Financial Services
Raleigh,
North Carolina
| – | -$23K | -400 | Closed |
|
230
Nomura Asset Management
Tokyo,
Japan
| – | -$24K | -380 | Closed |
|
|
TDC
231
Thompson Davis & Co
Richmond,
Virginia
| – | -$16K | -250 | Closed |
|
|
DADC
232
D.A. Davidson & Co
Great Falls,
Montana
| – | -$15K | -244 | Closed |
|
233
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$12K | -185 | Closed |
|
|
EF
234
Empirical Finance
Havertown,
Pennsylvania
| – | -$11K | -160 | Closed |
|
|
IUHSA
235
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$4K | -70 | Closed |
|
|
SIC
236
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$2K | -31 | Closed |
|
|
EA
237
Edge Advisors
Atlanta,
Georgia
| – | +$418 | +6 | New |
|
UVV Hedge Fund Activity: Q1 2017 in Review
211 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2017, worth a combined $1.67B — up 16% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new UVV positions and 26 closed out — a net gain of 16 holders — while 86 added to existing stakes and 58 trimmed.
The largest buyer was BlackRock, adding an estimated $219M. The largest seller was Fidelity Investments, cutting an estimated $85.8M.
- 211 institutional investors held Universal Corp (UVV) as of Q1 2017, up from 201 in Q4 2016.
- Funds reported $1.67B of Universal Corp stock for Q1 2017, up 16% quarter-over-quarter.
- 42 funds opened new Universal Corp positions in Q1 2017 and 26 closed out, a net change of +16 holders.
- The largest Universal Corp buyer in Q1 2017 was BlackRock, an estimated $219M added.
- The largest Universal Corp seller in Q1 2017 was Fidelity Investments, an estimated $85.8M sold.
Based on aggregated 13F filings for Q1 2017.