We are live on ! Find out more
UVV icon

Universal Corp
UVV

174 hedge funds and large institutions have $1.21B invested in Universal Corp in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% more ownership

Funds ownership: 93.59% → 93.85% (+0.26%)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

0% less capital invested

Capital invested by funds: $1.21B → $1.21B (-$5.5M)

1% less funds holding

Funds holding: 175 → 174 (-1)

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

19% less call options, than puts

Call options by funds: $3M | Put options by funds: $3.72M

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
49
Reduced
60
Closed
19
Calls
$3M
Puts
$3.72M
Net Calls
-$716K
Net Calls Change
+$1.39M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.4M
2
RA
Royce & Associates
New York
+$7.84M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.98M
4
Invesco
Invesco
Georgia
+$2.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$8.86M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.37M
3
CM
Churchill Management
California
-$4.86M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$4.37M
5
MNA
Manning & Napier Advisors
New York
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
101
Norinchukin Bank
Japan
$454K – – –
WBC
102
Westpac Banking Corp
Australia
$454K – – –
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$451K +$65.4K +1,200 +17%
ARC
104
Absolute Return Capital
Massachusetts
$431K +$425K +7,795 New
SG Americas Securities
105
SG Americas Securities
New York
$424K +$273K +5,017 +189%
HW
106
Hancock Whitney
Mississippi
$423K +$2.78K +51 +0.7%
Natixis Advisors
107
Natixis Advisors
Massachusetts
$416K +$5.34K +98 +1%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$415K – – –
LMGAM
109
Liberty Mutual Group Asset Management
Massachusetts
$411K +$5.28K +97 +1%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$407K +$44.5K +817 +12%
UBS AM
111
UBS AM
Illinois
$404K – – –
LBC
112
Lowe Brockenbrough & Co
Virginia
$396K – – –
OA
113
OFI Advisors
Pennsylvania
$395K +$33.4K +614 +9%
MAM
114
Martingale Asset Management
Massachusetts
$366K – – –
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$366K – – –
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$356K -$261K -4,795 -43%
MERSOM
117
Municipal Employees' Retirement System of Michigan
Michigan
$354K – – –
LSERS
118
Louisiana State Employees Retirement System
Louisiana
$343K – – –
OTPPB
119
Ontario Teachers' Pension Plan Board
Ontario, Canada
$325K +$320K +5,871 New
Stifel Financial
120
Stifel Financial
Missouri
$319K +$48.9K +897 +18%
PA
121
Profund Advisors
Maryland
$316K +$31.5K +579 +11%
Federated Hermes
122
Federated Hermes
Pennsylvania
$313K -$1.04M -19,016 -77%
AIP
123
Ameritas Investment Partners
Nebraska
$310K – – –
PAM
124
Princeton Alpha Management
New Jersey
$284K +$279K +5,125 New
TSW
125
Thompson Siegel & Walmsley
Virginia
$277K – – –
3 4
5
6 7

UVV Hedge Fund Activity: Q2 2014 in Review

174 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2014, worth a combined $1.21B — down 0.45% from $1.21B a quarter earlier.

Fund positioning in UVV was balanced in Q2 2014: 19 funds opened new positions, 19 closed out, 49 added to existing stakes and 60 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.4M. The largest seller was Goldman Sachs, cutting an estimated $8.86M.

  • 174 institutional investors held Universal Corp (UVV) as of Q2 2014, down from 175 in Q1 2014.
  • Funds reported $1.21B of Universal Corp stock for Q2 2014, down 0.45% quarter-over-quarter.
  • 19 funds opened new Universal Corp positions in Q2 2014 and 19 closed out, a net change of 0 holders.
  • The largest Universal Corp buyer in Q2 2014 was Fidelity Investments, an estimated $26.4M added.
  • The largest Universal Corp seller in Q2 2014 was Goldman Sachs, an estimated $8.86M sold.

Based on aggregated 13F filings for Q2 2014.