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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
UBS AM
51
UBS AM
Illinois
$1.46M +$673K +15,308 +80%
PAM
52
Panagora Asset Management
Massachusetts
$1.43M +$405K +9,213 +38%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$1.43M -$5.97M -135,742 -80%
Canada Life
54
Canada Life
Manitoba, Canada
$1.32M -$143K -3,245 -9%
HW
55
Hancock Whitney
Mississippi
$1.27M -$736K -16,725 -36%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$1.26M -$53.7K -1,221 -4%
SFI
57
Susquehanna Fundamental Investments
Pennsylvania
$1.21M -$176K -4,000 -12%
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$1.18M +$479K +10,900 +64%
SG Americas Securities
59
SG Americas Securities
New York
$1.12M +$922K +20,961 +396%
Citigroup
60
Citigroup
New York
$1.11M -$59.2K -1,346 -5%
Macquarie Group
61
Macquarie Group
Australia
$1.1M +$23.1K +525 +2%
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$1.07M +$1.11M +25,284 New
Barclays
63
Barclays
United Kingdom
$1.07M +$68.9K +1,567 +7%
CS
64
Credit Suisse
Switzerland
$1.06M +$146K +3,323 +15%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$1.04M -$166K -3,771 -13%
2L
66
22NW LP
Washington
$1.02M
SOADOR
67
State of Alaska Department of Revenue
Alaska
$979K +$1.76K +40 +0.2%
Comerica Bank
68
Comerica Bank
Texas
$945K +$58.1K +1,321 +6%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$939K
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$939K +$42.3K +962 +5%
Deutsche Bank
71
Deutsche Bank
Germany
$889K +$211K +4,796 +30%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$869K -$14.9K -339 -2%
ACM
73
AlphaCrest Capital Management
New York
$829K +$858K +19,504 New
TPSF
74
Texas Permanent School Fund
Texas
$821K -$77.1K -1,752 -8%
BFA
75
Benedict Financial Advisors
Georgia
$808K +$7.39K +168 +0.9%

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.