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Universal Corp
UVV

174 hedge funds and large institutions have $2.42B invested in Universal Corp in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $1.21B → $2.42B (+$1.22B)

0% more funds holding

Funds holding: 174 → 174 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

1.87% less ownership

Funds ownership: 93.85% → 91.99% (-1.9%)

58% less call options, than puts

Call options by funds: $2.76M | Put options by funds: $6.51M

Holders
174
Holders Change
–
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
59
Reduced
59
Closed
22
Calls
$2.76M
Puts
$6.51M
Net Calls
-$3.75M
Net Calls Change
-$3.03M

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$31.7M
2
Millennium Management
Millennium Management
New York
+$16M
3
Deutsche Bank
Deutsche Bank
Germany
+$9.08M
4
Jane Street
Jane Street
New York
+$8.69M
5
Nomura Holdings
Nomura Holdings
Japan
+$7.65M

Top Sellers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
-$113M
2
State Street
State Street
Massachusetts
-$5M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.98M
4
Boston Partners
Boston Partners
Massachusetts
-$4.96M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
26
Credit Suisse
Switzerland
$5.95M -$33.5K -650 -0.5%
Charles Schwab
27
Charles Schwab
California
$5.92M +$395K +7,655 +6%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$5.82M +$36.4K +706 +0.5%
BIM
29
BlackRock Investment Management
Delaware
$5.64M +$193K +3,748 +3%
PP
30
Paloma Partners
Connecticut
$5.27M +$6.12M +118,735 New
GC
31
Guggenheim Capital
Illinois
$5.12M +$45.8K +889 +0.8%
TCIM
32
TIAA CREF Investment Management
New York
$4.53M -$127K -2,456 -2%
PP
33
PDT Partners
New York
$4.12M +$2.89M +56,017 +153%
Bank of America
34
Bank of America
North Carolina
$3.27M +$2.51M +48,617 +194%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$3.2M +$1.3M +25,293 +54%
AAA
36
Adams Asset Advisors
Texas
$3.02M – – –
PPA
37
Parametric Portfolio Associates
Washington
$2.96M -$569K -11,031 -14%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$2.85M -$61.9K -1,200 -2%
AIG
39
American International Group
New York
$2.84M -$36.6K -710 -1%
DC
40
Davenport & Co
Virginia
$2.82M +$311K +6,026 +10%
Ameriprise
41
Ameriprise
Minnesota
$2.82M -$117K -2,261 -3%
Principal Financial Group
42
Principal Financial Group
Iowa
$2.82M +$170K +3,292 +5%
SDIC
43
South Dakota Investment Council
South Dakota
$2.75M +$3.2M +62,000 New
NFA
44
Nationwide Fund Advisors
Ohio
$2.62M +$3.4K +66 +0.1%
SG Americas Securities
45
SG Americas Securities
New York
$2.43M +$2.43M +47,119 +614%
BCM
46
BlueCrest Capital Management
Jersey
$2.42M +$2.81M +54,500 New
BCMU
47
BlueCrest Capital Management (UK)
Guernsey
$2.42M +$2.81M +54,500 New
Nisa Investment Advisors
48
Nisa Investment Advisors
Missouri
$2.42M +$737K +14,300 +36%
Comerica Bank
49
Comerica Bank
Texas
$2.2M -$10.7K -208 -0.4%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$2.16M -$10.3K -200 -0.4%
1
2
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UVV Hedge Fund Activity: Q3 2014 in Review

174 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2014, worth a combined $2.42B — up 101% from $1.21B a quarter earlier.

Fund positioning in UVV was balanced in Q3 2014: 22 funds opened new positions, 22 closed out, 59 added to existing stakes and 59 trimmed.

The largest buyer was Royce & Associates, adding an estimated $31.7M. The largest seller was BlackRock Fund Advisors, cutting an estimated $113M.

  • 174 institutional investors held Universal Corp (UVV) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $2.42B of Universal Corp stock for Q3 2014, up 101% quarter-over-quarter.
  • 22 funds opened new Universal Corp positions in Q3 2014 and 22 closed out, a net change of 0 holders.
  • The largest Universal Corp buyer in Q3 2014 was Royce & Associates, an estimated $31.7M added.
  • The largest Universal Corp seller in Q3 2014 was BlackRock Fund Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2014.