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Universal Corp
UVV

200 hedge funds and large institutions have $1.16B invested in Universal Corp in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

14% more call options, than puts

Call options by funds: $5.81M | Put options by funds: $5.09M

12% more funds holding

Funds holding: 179 → 200 (+21)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.91% less ownership

Funds ownership: 86.34% → 85.43% (-0.91%)

18% less capital invested

Capital invested by funds: $1.4B → $1.16B (-$246M)

Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
79
Reduced
55
Closed
10
Calls
$5.81M
Puts
$5.09M
Net Calls
+$727K
Net Calls Change
-$7.8M

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$16.8M
2
LSV Asset Management
LSV Asset Management
Illinois
+$13.5M
3
EMG
ETF Managers Group
New Jersey
+$11.1M
4
BlackRock
BlackRock
New York
+$8.2M
5
RA
Royce & Associates
New York
+$7.53M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
2
Pzena Investment Management
Pzena Investment Management
New York
-$19.9M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$19.1M
4
O
OppenheimerFunds
New York
-$18.7M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$7.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
101
Gotham Asset Management
New York
$608K -$164K -2,545 -18%
SRAM
102
Stone Ridge Asset Management
New York
$600K +$121K +1,877 +20%
ERSOT
103
Employees Retirement System of Texas
Texas
$596K – – –
NFC
104
Northeast Financial Consultants
Connecticut
$596K +$708K +11,000 New
Victory Capital Management
105
Victory Capital Management
Texas
$562K +$55.8K +867 +9%
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$556K -$29.4K -456 -4%
MIM
107
MetLife Investment Management
New Jersey
$555K -$93.7K -1,455 -12%
MA
108
Marshwinds Advisory
Georgia
$551K +$13.8K +215 +2%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$544K +$168K +2,612 +35%
MERSOM
110
Municipal Employees' Retirement System of Michigan
Michigan
$530K +$631K +9,790 New
OAM
111
Oxford Asset Management
United Kingdom
$529K +$151K +2,340 +32%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$526K -$3.86K -60 -0.6%
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$514K +$612K +9,496 New
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$508K -$105K -1,624 -15%
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$496K – – –
Squarepoint
116
Squarepoint
New York
$474K +$564K +8,752 New
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$464K +$168K +2,604 +44%
Lazard Asset Management
118
Lazard Asset Management
New York
$459K +$546K +8,479 New
Millennium Management
119
Millennium Management
New York
$457K -$294K -4,566 -35%
SOADOR
120
State of Alaska Department of Revenue
Alaska
$451K +$8.37K +130 +2%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$445K – – –
B
122
Bailard
California
$439K -$51.5K -800 -9%
USAA
123
United Services Automobile Association
Texas
$425K -$39.1K -607 -7%
Jennison Associates
124
Jennison Associates
New York
$424K +$504K +7,827 New
MSA
125
Mason Street Advisors
Wisconsin
$420K +$23.1K +359 +5%
3 4
5
6 7

UVV Hedge Fund Activity: Q4 2018 in Review

200 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2018, worth a combined $1.16B — down 18% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UVV positions and 10 closed out — a net gain of 24 holders — while 79 added to existing stakes and 55 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $16.8M. The largest seller was Fidelity Investments, cutting an estimated $51.4M.

  • 200 institutional investors held Universal Corp (UVV) as of Q4 2018, up from 179 in Q3 2018.
  • Funds reported $1.16B of Universal Corp stock for Q4 2018, down 18% quarter-over-quarter.
  • 34 funds opened new Universal Corp positions in Q4 2018 and 10 closed out, a net change of +24 holders.
  • The largest Universal Corp buyer in Q4 2018 was Renaissance Technologies, an estimated $16.8M added.
  • The largest Universal Corp seller in Q4 2018 was Fidelity Investments, an estimated $51.4M sold.

Based on aggregated 13F filings for Q4 2018.