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Universal Corp

202 hedge funds and large institutions have $1.3B invested in Universal Corp in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 59

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $1.19B → $1.3B (+$107M)

2.7% more ownership

Funds ownership: 82.82%85.51% (+2.7%)

0% less funds holding

Funds holding: 203202 (-1)

52% less call options, than puts

Call options by funds: $5.74M | Put options by funds: $12.1M

Holders
202
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
77
Reduced
59
Closed
31
Calls
$5.74M
Puts
$12.1M
Net Calls
-$6.34M
Net Calls Change
-$7.68M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$600K +$11.2K +200 +2%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$578K -$16.5K -294 -3%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$563K
FHB
104
First Hawaiian Bank
Hawaii
$553K +$116K +2,074 +30%
USAA
105
United Services Automobile Association
Texas
$533K +$40.6K +724 +9%
COPPSERS
106
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$520K -$672 -12 -0.1%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$520K
SOADOR
108
State of Alaska Department of Revenue
Alaska
$516K +$4.93K +88 +1%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$513K +$473K +8,447 New
MSA
110
Mason Street Advisors
Wisconsin
$507K +$18K +322 +4%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$500K
Pacer Advisors
112
Pacer Advisors
Pennsylvania
$496K +$457K +8,165 New
SRAM
113
Stone Ridge Asset Management
New York
$492K +$134K +2,400 +42%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$487K +$35.3K +630 +9%
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$486K +$103K +1,834 +30%
MERSOM
116
Municipal Employees' Retirement System of Michigan
Michigan
$452K -$137K -2,450 -25%
ZCM
117
Zebra Capital Management
Connecticut
$446K +$411K +7,340 New
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$439K -$25.9K -463 -6%
EMG
119
Ellington Management Group
Connecticut
$438K +$403K +7,200 New
AG
120
Advisor Group
Arizona
$434K -$31.8K -568 -7%
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
$407K -$73.8K -1,317 -16%
RJA
122
Raymond James & Associates
Florida
$396K +$31.3K +558 +9%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$395K -$2.86M -51,055 -89%
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$395K -$424K -7,560 -54%
Two Sigma Advisers
125
Two Sigma Advisers
New York
$389K +$359K +6,400 New

UVV Hedge Fund Activity: Q2 2019 in Review

202 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2019, worth a combined $1.3B — up 9% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UVV positions and 31 closed out — a net gain of 5 holders — while 77 added to existing stakes and 59 trimmed.

The largest buyer was ETF Managers Group, opening a new position worth an estimated $19.6M. The largest seller was Royce & Associates, exiting entirely with an estimated $17.7M sold.

  • 202 institutional investors held Universal Corp (UVV) as of Q2 2019, down from 203 in Q1 2019.
  • Funds reported $1.3B of Universal Corp stock for Q2 2019, up 9% quarter-over-quarter.
  • 36 funds opened new Universal Corp positions in Q2 2019 and 31 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q2 2019 was ETF Managers Group, an estimated $19.6M added.
  • The largest Universal Corp seller in Q2 2019 was Royce & Associates, an estimated $17.7M sold.

Based on aggregated 13F filings for Q2 2019.