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Universal Corp

167 hedge funds and large institutions have $981M invested in Universal Corp in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.4M

16% more capital invested

Capital invested by funds: $845M → $981M (+$135M)

2% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 58

0.19% less ownership

Funds ownership: 82.54%82.35% (-0.19%)

5% less funds holding

Funds holding: 176167 (-9)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
59
Reduced
58
Closed
21
Calls
$3.62M
Puts
$2.4M
Net Calls
+$1.22M
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$6.08M +$829K +18,413 +17%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$6M +$789K +17,524 +17%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$5.98M +$2.71M +60,190 +96%
N
29
Nuveen
North Carolina
$5.42M -$77.8K -1,728 -2%
Legal & General Group
30
Legal & General Group
United Kingdom
$4.28M -$27.4K -608 -0.7%
Morgan Stanley
31
Morgan Stanley
New York
$4.1M -$525K -11,661 -12%
Prudential Financial
32
Prudential Financial
New Jersey
$3.92M -$71.8K -1,595 -2%
NA
33
Navellier & Associates
Nevada
$3.52M -$234K -5,197 -7%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$3.26M +$337K +7,474 +13%
UBS Group
35
UBS Group
Switzerland
$2.71M +$54.6K +1,213 +2%
Swiss National Bank
36
Swiss National Bank
Switzerland
$2.69M
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.63M
JP Morgan Chase
38
JP Morgan Chase
New York
$2.58M +$597K +13,259 +33%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$2.46M
Bank of America
40
Bank of America
North Carolina
$2.31M -$196K -4,344 -8%
HAM
41
HoldCo Asset Management
Florida
$1.95M +$1.8M +40,003 New
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.94M -$142K -3,162 -7%
UBS AM
43
UBS AM
Illinois
$1.67M -$9.55K -212 -0.6%
Goldman Sachs
44
Goldman Sachs
New York
$1.67M -$1.99M -44,189 -56%
CS
45
Credit Suisse
Switzerland
$1.55M +$322K +7,153 +29%
Barclays
46
Barclays
United Kingdom
$1.32M -$115K -2,563 -9%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$1.3M -$49.5K -1,100 -4%
Macquarie Group
48
Macquarie Group
Australia
$1.26M
AG
49
Aperio Group
California
$1.24M +$10.7K +238 +0.9%
Canada Life
50
Canada Life
Manitoba, Canada
$1.19M -$162K -3,606 -13%

UVV Hedge Fund Activity: Q4 2020 in Review

167 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2020, worth a combined $981M — up 16% from $845M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UVV and 12 opened new positions — a net loss of 9 holders — while 58 trimmed existing stakes and 59 added.

The largest buyer was Pzena Investment Management, adding an estimated $8.66M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $9.17M.

  • 167 institutional investors held Universal Corp (UVV) as of Q4 2020, down from 176 in Q3 2020.
  • Funds reported $981M of Universal Corp stock for Q4 2020, up 16% quarter-over-quarter.
  • 12 funds opened new Universal Corp positions in Q4 2020 and 21 closed out, a net change of -9 holders.
  • The largest Universal Corp buyer in Q4 2020 was Pzena Investment Management, an estimated $8.66M added.
  • The largest Universal Corp seller in Q4 2020 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $9.17M sold.

Based on aggregated 13F filings for Q4 2020.