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Universal Corp

174 hedge funds and large institutions have $1.21B invested in Universal Corp in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% more ownership

Funds ownership: 93.59%93.85% (+0.26%)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

0% less capital invested

Capital invested by funds: $1.21B → $1.21B (-$5.5M)

1% less funds holding

Funds holding: 175174 (-1)

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

19% less call options, than puts

Call options by funds: $3M | Put options by funds: $3.72M

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
49
Reduced
60
Closed
19
Calls
$3M
Puts
$3.72M
Net Calls
-$716K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$5.79M -$104K -1,907 -2%
PPA
27
Parametric Portfolio Associates
Washington
$4.3M +$188K +3,447 +5%
AAA
28
Adams Asset Advisors
Texas
$3.76M +$246K +4,517 +7%
Ameriprise
29
Ameriprise
Minnesota
$3.64M -$2.64M -48,405 -42%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$3.62M
AIG
31
American International Group
New York
$3.58M -$34.5K -634 -1%
Principal Financial Group
32
Principal Financial Group
Iowa
$3.33M -$60.1K -1,103 -2%
NFA
33
Nationwide Fund Advisors
Ohio
$3.26M -$39.1K -718 -1%
DC
34
Davenport & Co
Virginia
$3.18M +$376K +6,901 +14%
Comerica Bank
35
Comerica Bank
Texas
$2.76M -$81.2K -1,491 -3%
BG
36
BlackRock Group
United Kingdom
$2.74M -$809K -14,846 -23%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$2.71M -$27.2K -500 -1%
U
38
UBS
Switzerland
$2.7M -$2.77M -50,793 -51%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$2.59M +$2.54M +46,706 New
Goldman Sachs
40
Goldman Sachs
New York
$2.5M -$8.86M -162,739 -78%
PAG
41
Private Advisor Group
New Jersey
$2.44M -$38.5K -707 -2%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.44M -$444K -8,145 -16%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.42M -$375K -6,885 -14%
AllianceBernstein
44
AllianceBernstein
Tennessee
$2.37M -$5.99K -110 -0.3%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$2.36M +$229K +4,200 +11%
Nisa Investment Advisors
46
Nisa Investment Advisors
Missouri
$2.22M
CNB
47
City National Bank
California
$2.18M +$2.15M +39,426 New
Citadel Advisors
48
Citadel Advisors
Florida
$2.13M -$783K -14,380 -27%
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$2.08M +$2.23K +41 +0.1%
PP
50
PDT Partners
New York
$2.03M +$860K +15,791 +76%

UVV Hedge Fund Activity: Q2 2014 in Review

174 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2014, worth a combined $1.21B — down 0.45% from $1.21B a quarter earlier.

Fund positioning in UVV was balanced in Q2 2014: 19 funds opened new positions, 19 closed out, 49 added to existing stakes and 60 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.4M. The largest seller was Goldman Sachs, cutting an estimated $8.86M.

  • 174 institutional investors held Universal Corp (UVV) as of Q2 2014, down from 175 in Q1 2014.
  • Funds reported $1.21B of Universal Corp stock for Q2 2014, down 0.45% quarter-over-quarter.
  • 19 funds opened new Universal Corp positions in Q2 2014 and 19 closed out, a net change of 0 holders.
  • The largest Universal Corp buyer in Q2 2014 was Fidelity Investments, an estimated $26.4M added.
  • The largest Universal Corp seller in Q2 2014 was Goldman Sachs, an estimated $8.86M sold.

Based on aggregated 13F filings for Q2 2014.