Universal Corp
201 hedge funds and large institutions have $1.43B invested in Universal Corp in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 55 reducing their positions, and 13 closing their positions.
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
45% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 55
14% more call options, than puts
Call options by funds: $8.29M | Put options by funds: $7.3M
12% more capital invested
Capital invested by funds: $1.28B → $1.43B (+$154M)
7% more funds holding
Funds holding: 188 → 201 (+13)
1.7% more ownership
Funds ownership: 96.83% → 98.52% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$13.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$7.88M |
| 4 |
Pzena Investment Management
New York
|
+$7.44M |
| 5 |
JP Morgan Chase
New York
|
+$6.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$30.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.2M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$14M |
| 4 |
GAM
Gotham Asset Management
New York
|
-$5.66M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.56M |
UVV Hedge Fund Activity: Q4 2016 in Review
201 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2016, worth a combined $1.43B — up 12% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new UVV positions and 13 closed out — a net gain of 16 holders — while 80 added to existing stakes and 55 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $13.4M. The largest seller was OppenheimerFunds, cutting an estimated $30.1M.
- 201 institutional investors held Universal Corp (UVV) as of Q4 2016, up from 188 in Q3 2016.
- Funds reported $1.43B of Universal Corp stock for Q4 2016, up 12% quarter-over-quarter.
- 29 funds opened new Universal Corp positions in Q4 2016 and 13 closed out, a net change of +16 holders.
- The largest Universal Corp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $13.4M added.
- The largest Universal Corp seller in Q4 2016 was OppenheimerFunds, an estimated $30.1M sold.
Based on aggregated 13F filings for Q4 2016.