Universal Corp
181 hedge funds and large institutions have $1.1B invested in Universal Corp in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 51 reducing their positions, and 35 closing their positions.
80% more call options, than puts
Call options by funds: $4.92M | Put options by funds: $2.74M
43% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 51
2.64% more ownership
Funds ownership: 95.12% → 97.76% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 189 → 181 (-8)
10% less capital invested
Capital invested by funds: $1.23B → $1.1B (-$128M)
17% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$24.7M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$20.6M |
| 3 |
GAM
Gotham Asset Management
New York
|
+$14.8M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$12.7M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$18.4M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$16.4M |
| 3 |
Morgan Stanley
New York
|
-$15.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.47M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.21M |
UVV Hedge Fund Activity: Q3 2015 in Review
181 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2015, worth a combined $1.1B — down 10% from $1.23B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of UVV and 29 opened new positions — a net loss of 6 holders — while 51 trimmed existing stakes and 73 added.
The largest buyer was Pzena Investment Management, adding an estimated $24.7M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $18.4M sold.
- 181 institutional investors held Universal Corp (UVV) as of Q3 2015, down from 189 in Q2 2015.
- Funds reported $1.1B of Universal Corp stock for Q3 2015, down 10% quarter-over-quarter.
- 29 funds opened new Universal Corp positions in Q3 2015 and 35 closed out, a net change of -6 holders.
- The largest Universal Corp buyer in Q3 2015 was Pzena Investment Management, an estimated $24.7M added.
- The largest Universal Corp seller in Q3 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $18.4M sold.
Based on aggregated 13F filings for Q3 2015.