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Universal Corp

187 hedge funds and large institutions have $1.27B invested in Universal Corp in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $3.83M

2% more capital invested

Capital invested by funds: $1.24B → $1.27B (+$23.9M)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.24% less ownership

Funds ownership: 97.65%96.4% (-1.2%)

8% less funds holding

Funds holding: 203187 (-16)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

Holders
187
Holders Change
-16
Holders Change %
-7.88%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
69
Reduced
68
Closed
27
Calls
$5.6M
Puts
$3.83M
Net Calls
+$1.77M
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$9.54M +$174K +3,166 +2%
AP
27
AHL Partners
United Kingdom
$9.18M -$2.45M -44,411 -22%
Prudential Financial
28
Prudential Financial
New Jersey
$8.59M +$2.53M +45,920 +45%
Morgan Stanley
29
Morgan Stanley
New York
$7.3M -$1.81M -32,832 -21%
EA
30
Emerald Acquisition
Washington
$7.2M +$6.87M +124,686 New
Ameriprise
31
Ameriprise
Minnesota
$7.12M +$195K +3,541 +3%
DC
32
Davenport & Co
Virginia
$7.11M -$219K -3,981 -3%
PPA
33
Parametric Portfolio Associates
Washington
$6.56M +$275K +4,987 +5%
Bank of America
34
Bank of America
North Carolina
$6.38M -$601K -10,917 -9%
GXMC
35
Global X Management Company
New York
$6.18M +$578K +10,490 +11%
First Trust Advisors
36
First Trust Advisors
Illinois
$5.95M +$1.01M +18,415 +22%
BIM
37
BlackRock Investment Management
Delaware
$5.83M +$318K +5,771 +6%
MPM
38
Meritage Portfolio Management
Kansas
$5.7M -$240K -4,350 -4%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$5.4M -$87.6K -1,590 -2%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$5.29M -$1.26M -22,787 -20%
CIM
41
Contravisory Investment Management
Massachusetts
$5.18M -$242K -4,395 -5%
Wells Fargo
42
Wells Fargo
California
$5.15M -$240K -4,359 -5%
LSC
43
Lesa Sroufe & Co
Washington
$5.04M -$50.8K -923 -1%
Goldman Sachs
44
Goldman Sachs
New York
$4.77M -$634K -11,506 -12%
AllianceBernstein
45
AllianceBernstein
Tennessee
$4.45M -$1.78M -32,380 -30%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$4.36M -$428K -7,776 -9%
Axa
47
Axa
France
$4.26M +$391K +7,100 +11%
American Century Companies
48
American Century Companies
Missouri
$4.14M
AAA
49
Adams Asset Advisors
Texas
$4.04M -$59.2K -1,074 -2%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$3.94M -$793K -14,400 -17%

UVV Hedge Fund Activity: Q2 2016 in Review

187 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2016, worth a combined $1.27B — up 1.9% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UVV and 14 opened new positions — a net loss of 13 holders — while 68 trimmed existing stakes and 69 added.

The largest buyer was Invesco, adding an estimated $10.4M. The largest seller was Deutsche Bank, cutting an estimated $8.7M.

  • 187 institutional investors held Universal Corp (UVV) as of Q2 2016, down from 203 in Q1 2016.
  • Funds reported $1.27B of Universal Corp stock for Q2 2016, up 1.9% quarter-over-quarter.
  • 14 funds opened new Universal Corp positions in Q2 2016 and 27 closed out, a net change of -13 holders.
  • The largest Universal Corp buyer in Q2 2016 was Invesco, an estimated $10.4M added.
  • The largest Universal Corp seller in Q2 2016 was Deutsche Bank, an estimated $8.7M sold.

Based on aggregated 13F filings for Q2 2016.