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Universal Corp
UVV

163 hedge funds and large institutions have $1.19B invested in Universal Corp in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$83M)

0.18% more ownership

Funds ownership: 93.52% → 93.7% (+0.18%)

3% less funds holding

Funds holding: 168 → 163 (-5)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

24% less call options, than puts

Call options by funds: $2.92M | Put options by funds: $3.82M

Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
4.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
52
Reduced
68
Closed
22
Calls
$2.92M
Puts
$3.82M
Net Calls
-$900K
Net Calls Change
+$160K

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$31M
2
RA
Royce & Associates
New York
+$30.8M
3
BFA
BlackRock Fund Advisors
California
+$19.5M
4
RFC
Russell Frank Company
Washington
+$9.23M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$18.8M
2
American Century Companies
American Century Companies
Missouri
-$16.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.52M
4
BA
Boston Advisors
Massachusetts
-$6.83M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$6.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fiera Capital (Canada)
51
Fiera Capital (Canada)
Quebec, Canada
$1.99M +$483K +9,300 +34%
TA
52
Teachers Advisors
New York
$1.92M +$139K +2,670 +8%
LCM
53
LVM Capital Management
Michigan
$1.87M -$2.6K -50 -0.1%
PAG
54
Private Advisor Group
New Jersey
$1.82M +$1.74M +33,409 New
Citigroup
55
Citigroup
New York
$1.82M +$386K +7,429 +29%
AQR Capital Management
56
AQR Capital Management
Connecticut
$1.74M -$114K -2,202 -6%
Wells Fargo
57
Wells Fargo
California
$1.58M +$28.4K +547 +2%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$1.55M – – –
SB
59
Suntrust Banks
Georgia
$1.51M +$52 +1 +0%
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$1.48M +$327K +6,300 +30%
ANBTV
61
American National Bank & Trust (Virginia)
Virginia
$1.44M +$1.3K +25 +0.1%
WTNA
62
Wilmington Trust National Association
Delaware
$1.37M – – –
TD Asset Management
63
TD Asset Management
Ontario, Canada
$1.37M +$229K +4,400 +21%
TPSF
64
Texas Permanent School Fund
Texas
$1.33M -$6.8K -131 -0.5%
APG Asset Management
65
APG Asset Management
Netherlands
$1.09M – – –
Swiss National Bank
66
Swiss National Bank
Switzerland
$1.05M – – –
PI
67
Putnam Investments
Massachusetts
$1.04M -$168K -3,226 -14%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$1.03M +$297K +5,718 +43%
ProShare Advisors
69
ProShare Advisors
Maryland
$1.01M +$83.2K +1,602 +9%
WCM
70
Winton Capital Management
United Kingdom
$984K -$204K -3,933 -18%
BlackRock
71
BlackRock
New York
$969K +$765K +14,720 +485%
Federated Hermes
72
Federated Hermes
Pennsylvania
$967K -$953K -18,345 -51%
Barclays
73
Barclays
United Kingdom
$960K -$342K -6,587 -27%
MLM
74
Mount Lucas Management
Pennsylvania
$928K +$882K +16,988 New
ASRS
75
Arizona State Retirement System
Arizona
$920K -$62.3K -1,200 -7%
1 2
3
4 5

UVV Hedge Fund Activity: Q4 2013 in Review

163 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2013, worth a combined $1.19B — up 7.5% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of UVV and 18 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 52 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $31M. The largest seller was Acadian Asset Management, cutting an estimated $18.8M.

  • 163 institutional investors held Universal Corp (UVV) as of Q4 2013, down from 168 in Q3 2013.
  • Funds reported $1.19B of Universal Corp stock for Q4 2013, up 7.5% quarter-over-quarter.
  • 18 funds opened new Universal Corp positions in Q4 2013 and 22 closed out, a net change of -4 holders.
  • The largest Universal Corp buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $31M added.
  • The largest Universal Corp seller in Q4 2013 was Acadian Asset Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2013.