We are live on ! Find out more
UVV icon

Universal Corp

174 hedge funds and large institutions have $2.42B invested in Universal Corp in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $1.21B → $2.42B (+$1.22B)

0% more funds holding

Funds holding: 174174 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

1.87% less ownership

Funds ownership: 93.85%91.99% (-1.9%)

58% less call options, than puts

Call options by funds: $2.76M | Put options by funds: $6.51M

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
59
Closed
22
Calls
$2.76M
Puts
$6.51M
Net Calls
-$3.75M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
76
Wellington Management Group
Massachusetts
$821K +$208K +4,025 +28%
ANBTV
77
American National Bank & Trust (Virginia)
Virginia
$814K -$99.9K -1,938 -10%
SSWM
78
Smith Salley Wealth Management
North Carolina
$814K -$99.9K -1,938 -10%
Legal & General Group
79
Legal & General Group
United Kingdom
$777K +$266K +5,152 +42%
Robeco Institutional Asset Management
80
Robeco Institutional Asset Management
Netherlands
$747K +$249K +4,829 +40%
CPO
81
Cerity Partners OCIO
New York
$737K +$47.7K +925 +6%
AGM
82
Alpine Global Management
New York
$719K +$835K +16,197 New
Federated Hermes
83
Federated Hermes
Pennsylvania
$709K +$532K +10,322 +183%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$704K
Prudential Financial
85
Prudential Financial
New Jersey
$695K -$117K -2,276 -13%
Citigroup
86
Citigroup
New York
$693K -$235K -4,549 -23%
ASRS
87
Arizona State Retirement System
Arizona
$663K -$36.1K -700 -4%
BT
88
Brandywine Trust
Delaware
$662K
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$640K +$240K +4,658 +48%
MOACM
90
Mutual of America Capital Management
New York
$633K -$5.26K -102 -0.7%
GCP
91
GSA Capital Partners
United Kingdom
$627K +$30.5K +591 +4%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$624K -$173K -3,360 -19%
BA
93
BlackRock Advisors
Delaware
$563K -$15.7K -304 -2%
VRS
94
Virginia Retirement Systems
Virginia
$519K -$454K -8,800 -43%
Barclays
95
Barclays
United Kingdom
$514K -$252K -4,895 -29%
Wells Fargo
96
Wells Fargo
California
$510K -$900K -17,455 -60%
IMS
97
Index Management Solutions
Pennsylvania
$507K +$65.5K +1,271 +13%
N
98
Nuveen
North Carolina
$500K +$16.7K +324 +3%
SOMRS
99
State of Michigan Retirement System
Michigan
$482K
MA
100
Marshwinds Advisory
Georgia
$451K +$567 +11 +0.1%

UVV Hedge Fund Activity: Q3 2014 in Review

174 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2014, worth a combined $2.42B — up 101% from $1.21B a quarter earlier.

Fund positioning in UVV was balanced in Q3 2014: 22 funds opened new positions, 22 closed out, 59 added to existing stakes and 59 trimmed.

The largest buyer was Royce & Associates, adding an estimated $31.7M. The largest seller was BlackRock Fund Advisors, cutting an estimated $113M.

  • 174 institutional investors held Universal Corp (UVV) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $2.42B of Universal Corp stock for Q3 2014, up 101% quarter-over-quarter.
  • 22 funds opened new Universal Corp positions in Q3 2014 and 22 closed out, a net change of 0 holders.
  • The largest Universal Corp buyer in Q3 2014 was Royce & Associates, an estimated $31.7M added.
  • The largest Universal Corp seller in Q3 2014 was BlackRock Fund Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2014.