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Universal Corp

182 hedge funds and large institutions have $930M invested in Universal Corp in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

1% less funds holding

Funds holding: 183182 (-1)

0.59% less ownership

Funds ownership: 85.83%85.24% (-0.59%)

15% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 67

23% less capital invested

Capital invested by funds: $1.21B → $930M (-$285M)

66% less call options, than puts

Call options by funds: $2.71M | Put options by funds: $7.86M

Holders
182
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
4.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
57
Reduced
67
Closed
23
Calls
$2.71M
Puts
$7.86M
Net Calls
-$5.15M
Net Calls Change
-$6.74M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$5.74M +$99.9K +2,001 +2%
Wells Fargo
27
Wells Fargo
California
$5.67M +$1.45M +28,991 +29%
Goldman Sachs
28
Goldman Sachs
New York
$5.62M +$1.33M +26,656 +27%
AAA
29
Adams Asset Advisors
Texas
$4.99M -$500K -10,020 -8%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$4.65M -$1.33M -26,700 -20%
PPA
31
Parametric Portfolio Associates
Washington
$4.56M -$739K -14,805 -13%
First Trust Advisors
32
First Trust Advisors
Illinois
$4.55M -$430K -8,625 -8%
Prudential Financial
33
Prudential Financial
New Jersey
$4.22M -$1.65M -32,998 -26%
N
34
Nuveen
North Carolina
$4.2M -$525K -10,518 -10%
Legal & General Group
35
Legal & General Group
United Kingdom
$3.91M +$4.79K +96 +0.1%
AAM
36
Advisors Asset Management
Colorado
$3.89M +$2.48M +49,607 +130%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.26M +$162K +3,243 +5%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$3.25M -$255K -5,109 -7%
Federated Hermes
39
Federated Hermes
Pennsylvania
$2.98M +$105K +2,107 +3%
Bessemer Group
40
Bessemer Group
New Jersey
$2.94M +$20K +400 +0.6%
WI
41
Wintrust Investments
Illinois
$2.81M +$944K +18,916 +42%
MSL
42
Mackay Shields LLC
New York
$2.72M -$409K -8,200 -12%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.46M
Bank of America
44
Bank of America
North Carolina
$2.33M +$342K +6,850 +15%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$2.3M -$4.99K -100 -0.2%
PI
46
PEAK6 Investments
Illinois
$2.23M +$2.52M +50,449 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.13M +$15K +300 +0.6%
HW
48
Hancock Whitney
Mississippi
$2.06M +$822K +16,462 +54%
Citadel Advisors
49
Citadel Advisors
Florida
$1.83M +$311K +6,224 +18%
UBS Group
50
UBS Group
Switzerland
$1.81M -$210K -4,202 -9%

UVV Hedge Fund Activity: Q1 2020 in Review

182 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2020, worth a combined $930M — down 23% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UVV positions and 23 closed out — a net gain of 1 holder — while 57 added to existing stakes and 67 trimmed.

The largest buyer was State Street, adding an estimated $9.73M. The largest seller was Pzena Investment Management, cutting an estimated $14.4M.

  • 182 institutional investors held Universal Corp (UVV) as of Q1 2020, down from 183 in Q4 2019.
  • Funds reported $930M of Universal Corp stock for Q1 2020, down 23% quarter-over-quarter.
  • 24 funds opened new Universal Corp positions in Q1 2020 and 23 closed out, a net change of +1 holder.
  • The largest Universal Corp buyer in Q1 2020 was State Street, an estimated $9.73M added.
  • The largest Universal Corp seller in Q1 2020 was Pzena Investment Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2020.