Universal Corp
175 hedge funds and large institutions have $1.21B invested in Universal Corp in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 15 closing their positions.
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
7% more funds holding
Funds holding: 163 → 175 (+12)
2% more capital invested
Capital invested by funds: $1.19B → $1.21B (+$25.3M)
0.11% less ownership
Funds ownership: 93.7% → 93.59% (-0.11%)
16% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 58
59% less call options, than puts
Call options by funds: $1.46M | Put options by funds: $3.56M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$15M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.58M |
| 3 |
Goldman Sachs
New York
|
+$8.31M |
| 4 |
CM
Churchill Management
Los Angeles,
California
|
+$4.75M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$19.8M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$5.72M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$5.09M |
| 4 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$3.97M |
| 5 |
KBC Group
Brussels,
Belgium
|
-$3.58M |
UVV Hedge Fund Activity: Q1 2014 in Review
175 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2014, worth a combined $1.21B — up 2.1% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new UVV positions and 15 closed out — a net gain of 13 holders — while 49 added to existing stakes and 58 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $15M. The largest seller was First Trust Advisors, cutting an estimated $19.8M.
- 175 institutional investors held Universal Corp (UVV) as of Q1 2014, up from 163 in Q4 2013.
- Funds reported $1.21B of Universal Corp stock for Q1 2014, up 2.1% quarter-over-quarter.
- 28 funds opened new Universal Corp positions in Q1 2014 and 15 closed out, a net change of +13 holders.
- The largest Universal Corp buyer in Q1 2014 was Bank of New York Mellon, an estimated $15M added.
- The largest Universal Corp seller in Q1 2014 was First Trust Advisors, an estimated $19.8M sold.
Based on aggregated 13F filings for Q1 2014.