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Universal Corp

186 hedge funds and large institutions have $867M invested in Universal Corp in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more funds holding

Funds holding: 182186 (+4)

1.75% less ownership

Funds ownership: 85.24%83.49% (-1.8%)

7% less capital invested

Capital invested by funds: $930M → $867M (-$62.7M)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

42% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $2.96M

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
60
Reduced
69
Closed
20
Calls
$1.72M
Puts
$2.96M
Net Calls
-$1.23M
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$4.66M +$301K +6,848 +7%
PPA
27
Parametric Portfolio Associates
Washington
$4.61M +$241K +5,468 +5%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$4.56M +$98.1K +2,230 +2%
N
29
Nuveen
North Carolina
$4.53M +$506K +11,513 +12%
Victory Capital Management
30
Victory Capital Management
Texas
$3.9M -$3.22M -73,296 -44%
Legal & General Group
31
Legal & General Group
United Kingdom
$3.86M +$105K +2,391 +3%
Prudential Financial
32
Prudential Financial
New Jersey
$3.62M -$445K -10,110 -11%
NA
33
Navellier & Associates
Nevada
$3.53M +$3.65M +82,987 New
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$3.08M -$40.9K -929 -1%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.9M -$251K -5,702 -8%
Bessemer Group
36
Bessemer Group
New Jersey
$2.83M +$4.27K +97 +0.1%
MSL
37
Mackay Shields LLC
New York
$2.81M +$202K +4,600 +7%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$2.69M +$2.79M +63,377 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.4M -$3.59M -81,662 -59%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$2.38M +$2.21M +50,229 +862%
JP Morgan Chase
41
JP Morgan Chase
New York
$2.34M +$732K +16,654 +43%
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.34M +$303K +6,900 +14%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.33M -$39.6K -900 -2%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$2.21M -$4.4K -100 -0.2%
WI
45
Wintrust Investments
Illinois
$2.17M -$553K -12,570 -20%
UBS Group
46
UBS Group
Switzerland
$2.16M +$436K +9,908 +24%
Millennium Management
47
Millennium Management
New York
$1.95M +$1.65M +37,461 +443%
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.92M +$459K +10,435 +30%
Goldman Sachs
49
Goldman Sachs
New York
$1.91M -$3.62M -82,373 -65%
Bank of America
50
Bank of America
North Carolina
$1.6M -$668K -15,198 -29%

UVV Hedge Fund Activity: Q2 2020 in Review

186 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2020, worth a combined $867M — down 6.7% from $930M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UVV positions and 20 closed out — a net gain of 5 holders — while 60 added to existing stakes and 69 trimmed.

The largest buyer was Invesco, adding an estimated $8.09M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $19.9M sold.

  • 186 institutional investors held Universal Corp (UVV) as of Q2 2020, up from 182 in Q1 2020.
  • Funds reported $867M of Universal Corp stock for Q2 2020, down 6.7% quarter-over-quarter.
  • 25 funds opened new Universal Corp positions in Q2 2020 and 20 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q2 2020 was Invesco, an estimated $8.09M added.
  • The largest Universal Corp seller in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2020.