Universal Corp
195 hedge funds and large institutions have $1.48B invested in Universal Corp in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 35 closing their positions.
4% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 70
2.95% less ownership
Funds ownership: 93.18% → 90.23% (-3%)
8% less funds holding
Funds holding: 211 → 195 (-16)
11% less capital invested
Capital invested by funds: $1.67B → $1.48B (-$188M)
33% less call options, than puts
Call options by funds: $5.52M | Put options by funds: $8.2M
43% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.5M |
| 2 |
BlackRock
New York
|
+$7.25M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.86M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.62M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$11.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$10.4M |
| 3 |
Two Sigma Investments
New York
|
-$6.06M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$5.53M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.37M |
UVV Hedge Fund Activity: Q2 2017 in Review
195 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2017, worth a combined $1.48B — down 11% from $1.67B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of UVV and 20 opened new positions — a net loss of 15 holders — while 70 trimmed existing stakes and 67 added.
The largest buyer was Morgan Stanley, adding an estimated $12.5M. The largest seller was Bogle Investment Management, exiting entirely with an estimated $11.3M sold.
- 195 institutional investors held Universal Corp (UVV) as of Q2 2017, down from 211 in Q1 2017.
- Funds reported $1.48B of Universal Corp stock for Q2 2017, down 11% quarter-over-quarter.
- 20 funds opened new Universal Corp positions in Q2 2017 and 35 closed out, a net change of -15 holders.
- The largest Universal Corp buyer in Q2 2017 was Morgan Stanley, an estimated $12.5M added.
- The largest Universal Corp seller in Q2 2017 was Bogle Investment Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q2 2017.