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Universal Corp

174 hedge funds and large institutions have $1.25B invested in Universal Corp in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

4.44% less ownership

Funds ownership: 90.23%85.79% (-4.4%)

11% less funds holding

Funds holding: 195174 (-21)

16% less capital invested

Capital invested by funds: $1.48B → $1.25B (-$232M)

33% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $3.25M

63% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 32

Holders
174
Holders Change
-21
Holders Change %
-10.77%
% of All Funds
4.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
66
Reduced
68
Closed
32
Calls
$2.18M
Puts
$3.25M
Net Calls
-$1.07M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$2.73M +$55.9K +935 +2%
CS
52
Credit Suisse
Switzerland
$2.7M +$800K +13,384 +40%
AllianceBernstein
53
AllianceBernstein
Tennessee
$2.67M -$3.43M -57,410 -55%
TA
54
Teachers Advisors
New York
$2.54M +$25.3K +424 +1%
JIR
55
James Investment Research
Ohio
$2.52M +$2.63M +43,930 New
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.41M
VIA
57
Vident Investment Advisory
Georgia
$2.41M +$473K +7,917 +23%
NFA
58
Nationwide Fund Advisors
Ohio
$2.36M +$464K +7,769 +23%
Wellington Management Group
59
Wellington Management Group
Massachusetts
$2.34M +$287K +4,807 +13%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$2.05M -$262K -4,388 -11%
AQR Capital Management
61
AQR Capital Management
Connecticut
$1.99M -$16.3K -272 -0.8%
Canada Life
62
Canada Life
Manitoba, Canada
$1.97M -$126K -2,100 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
63
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.93M +$89.7K +1,500 +5%
Bessemer Group
64
Bessemer Group
New Jersey
$1.9M +$47.8K +800 +2%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$1.89M -$714K -11,948 -27%
NI
66
Numeric Investors
Massachusetts
$1.86M -$1.98M -33,200 -51%
UMA
67
USA Mutuals Advisors
Texas
$1.65M +$1.09M +18,254 +174%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$1.55M
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$1.52M +$1.14M +19,100 +256%
AG
70
Aperio Group
California
$1.52M -$219K -3,669 -12%
CEP
71
Chicago Equity Partners
Illinois
$1.49M +$249K +4,170 +19%
LAM
72
Lingohr Asset Management
Germany
$1.48M +$1.55M +25,852 New
BPM
73
Bowling Portfolio Management
Ohio
$1.43M +$97.9K +1,637 +7%
O
74
OppenheimerFunds
New York
$1.4M +$71.7K +1,199 +5%
PI
75
PineBridge Investments
New York
$1.34M +$68.4K +1,144 +5%

UVV Hedge Fund Activity: Q3 2017 in Review

174 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2017, worth a combined $1.25B — down 16% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UVV and 12 opened new positions — a net loss of 20 holders — while 68 trimmed existing stakes and 66 added.

The largest buyer was Renaissance Technologies, adding an estimated $7.54M. The largest seller was LSV Asset Management, cutting an estimated $15.7M.

  • 174 institutional investors held Universal Corp (UVV) as of Q3 2017, down from 195 in Q2 2017.
  • Funds reported $1.25B of Universal Corp stock for Q3 2017, down 16% quarter-over-quarter.
  • 12 funds opened new Universal Corp positions in Q3 2017 and 32 closed out, a net change of -20 holders.
  • The largest Universal Corp buyer in Q3 2017 was Renaissance Technologies, an estimated $7.54M added.
  • The largest Universal Corp seller in Q3 2017 was LSV Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2017.