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Universal Corp

183 hedge funds and large institutions have $1.17B invested in Universal Corp in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 57

0.12% more ownership

Funds ownership: 85.51%85.63% (+0.12%)

9% less funds holding

Funds holding: 202183 (-19)

10% less capital invested

Capital invested by funds: $1.3B → $1.17B (-$126M)

54% less call options, than puts

Call options by funds: $2.73M | Put options by funds: $5.98M

59% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
183
Holders Change
-19
Holders Change %
-9.41%
% of All Funds
4.01%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
75
Reduced
57
Closed
32
Calls
$2.73M
Puts
$5.98M
Net Calls
-$3.26M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$8.24M -$636K -11,351 -7%
PPA
27
Parametric Portfolio Associates
Washington
$8.08M -$4.77M -85,050 -37%
Man Group
28
Man Group
United Kingdom
$7.95M +$4.51M +80,488 +125%
Goldman Sachs
29
Goldman Sachs
New York
$7.36M -$108K -1,919 -1%
AAA
30
Adams Asset Advisors
Texas
$7.24M -$688K -12,267 -9%
MAM
31
Martingale Asset Management
Massachusetts
$6.83M +$758K +13,516 +12%
Wells Fargo
32
Wells Fargo
California
$6.33M -$411K -7,326 -6%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$5.67M +$466K +8,310 +9%
Morgan Stanley
34
Morgan Stanley
New York
$5.25M -$1.51M -26,886 -22%
First Trust Advisors
35
First Trust Advisors
Illinois
$5.24M +$2.98M +53,161 +126%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$4.53M -$104K -1,848 -2%
Legal & General Group
37
Legal & General Group
United Kingdom
$4.46M +$205K +3,664 +5%
AQR Capital Management
38
AQR Capital Management
Connecticut
$4.1M -$2.22M -39,681 -35%
JP Morgan Chase
39
JP Morgan Chase
New York
$3.91M +$1.43M +25,537 +56%
MSL
40
Mackay Shields LLC
New York
$3.8M +$16.8K +300 +0.4%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$3.54M +$250K +4,456 +7%
Bessemer Group
42
Bessemer Group
New Jersey
$3.54M +$280K +5,000 +8%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.5M +$486K +8,664 +16%
Victory Capital Management
44
Victory Capital Management
Texas
$3.46M +$2.22M +39,659 +169%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$3.26M
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$3M
Federated Hermes
47
Federated Hermes
Pennsylvania
$2.72M -$303K -5,410 -10%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.57M +$22.4K +400 +0.9%
BIM
49
Bogle Investment Management
Massachusetts
$2.4M +$267K +4,763 +12%
WI
50
Wintrust Investments
Illinois
$2.33M +$193K +3,450 +9%

UVV Hedge Fund Activity: Q3 2019 in Review

183 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2019, worth a combined $1.17B — down 9.7% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UVV and 13 opened new positions — a net loss of 19 holders — while 57 trimmed existing stakes and 75 added.

The largest buyer was Fidelity Investments, adding an estimated $6.42M. The largest seller was Allianz Asset Management, cutting an estimated $10.9M.

  • 183 institutional investors held Universal Corp (UVV) as of Q3 2019, down from 202 in Q2 2019.
  • Funds reported $1.17B of Universal Corp stock for Q3 2019, down 9.7% quarter-over-quarter.
  • 13 funds opened new Universal Corp positions in Q3 2019 and 32 closed out, a net change of -19 holders.
  • The largest Universal Corp buyer in Q3 2019 was Fidelity Investments, an estimated $6.42M added.
  • The largest Universal Corp seller in Q3 2019 was Allianz Asset Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.