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Universal Corp
UVV

195 hedge funds and large institutions have $1.48B invested in Universal Corp in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 70

2.95% less ownership

Funds ownership: 93.18% → 90.23% (-3%)

8% less funds holding

Funds holding: 211 → 195 (-16)

11% less capital invested

Capital invested by funds: $1.67B → $1.48B (-$188M)

33% less call options, than puts

Call options by funds: $5.52M | Put options by funds: $8.2M

43% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 35

Holders
195
Holders Change
-16
Holders Change %
-7.58%
% of All Funds
4.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
67
Reduced
70
Closed
35
Calls
$5.52M
Puts
$8.2M
Net Calls
-$2.68M
Net Calls Change
+$4.31M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.5M
2
BlackRock
BlackRock
New York
+$7.25M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.86M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$6.62M
5
Northern Trust
Northern Trust
Illinois
+$4.76M

Top Sellers

Rank Fund Capital Flow
1
BIM
Bogle Investment Management
Massachusetts
-$11.3M
2
Invesco
Invesco
Georgia
-$10.4M
3
Two Sigma Investments
Two Sigma Investments
New York
-$6.06M
4
PAM
Panagora Asset Management
Massachusetts
-$5.53M
5
CS
Credit Suisse
Switzerland
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$3.9M – – –
Two Sigma Advisers
52
Two Sigma Advisers
New York
$3.83M +$115K +1,657 +3%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$3.53M -$257K -3,700 -6%
Goldman Sachs
54
Goldman Sachs
New York
$3.39M -$3.68M -53,007 -50%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$3.03M +$107K +1,539 +3%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$2.91M +$2.07M +29,791 +196%
TA
57
Teachers Advisors
New York
$2.84M +$210K +3,024 +7%
AIM
58
Alambic Investment Management
California
$2.83M +$589K +8,486 +24%
Swiss National Bank
59
Swiss National Bank
Switzerland
$2.72M +$451K +6,500 +18%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$2.6M +$167K +2,407 +6%
Canada Life
61
Canada Life
Manitoba, Canada
$2.36M +$52K +750 +2%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$2.33M +$1.04M +15,048 +72%
AQR Capital Management
63
AQR Capital Management
Connecticut
$2.27M +$163K +2,355 +7%
VIA
64
Vident Investment Advisory
Georgia
$2.21M +$63.4K +913 +3%
CS
65
Credit Suisse
Switzerland
$2.19M -$5.37M -77,460 -70%
NFA
66
Nationwide Fund Advisors
Ohio
$2.16M +$1.13M +16,300 +95%
Macquarie Group
67
Macquarie Group
Australia
$2.14M – – –
Bessemer Group
68
Bessemer Group
New Jersey
$2.09M +$187K +2,700 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
69
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.08M +$1.51M +21,700 +209%
First Trust Advisors
70
First Trust Advisors
Illinois
$2.07M -$1.7M -24,553 -43%
AG
71
Aperio Group
California
$1.95M -$20.1K -289 -0.9%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.9M -$416K -5,991 -17%
Millennium Management
73
Millennium Management
New York
$1.85M +$1.69M +24,370 +579%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$1.75M -$731K -10,541 -28%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$1.75M +$208K +2,999 +12%
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UVV Hedge Fund Activity: Q2 2017 in Review

195 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2017, worth a combined $1.48B — down 11% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of UVV and 20 opened new positions — a net loss of 15 holders — while 70 trimmed existing stakes and 67 added.

The largest buyer was Morgan Stanley, adding an estimated $12.5M. The largest seller was Bogle Investment Management, exiting entirely with an estimated $11.3M sold.

  • 195 institutional investors held Universal Corp (UVV) as of Q2 2017, down from 211 in Q1 2017.
  • Funds reported $1.48B of Universal Corp stock for Q2 2017, down 11% quarter-over-quarter.
  • 20 funds opened new Universal Corp positions in Q2 2017 and 35 closed out, a net change of -15 holders.
  • The largest Universal Corp buyer in Q2 2017 was Morgan Stanley, an estimated $12.5M added.
  • The largest Universal Corp seller in Q2 2017 was Bogle Investment Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2017.