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Universal Corp

186 hedge funds and large institutions have $867M invested in Universal Corp in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more funds holding

Funds holding: 182186 (+4)

1.75% less ownership

Funds ownership: 85.24%83.49% (-1.8%)

7% less capital invested

Capital invested by funds: $930M → $867M (-$62.7M)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

42% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $2.96M

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
60
Reduced
69
Closed
20
Calls
$1.72M
Puts
$2.96M
Net Calls
-$1.23M
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$421K -$548K -12,461 -56%
MSA
102
Mason Street Advisors
Wisconsin
$390K +$23.4K +533 +6%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$386K -$53.5K -1,217 -12%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$359K -$1.8K -41 -0.5%
SDIC
105
South Dakota Investment Council
South Dakota
$353K
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$351K
Truist Financial
107
Truist Financial
North Carolina
$350K +$57.2K +1,300 +19%
Cerity Partners
108
Cerity Partners
New York
$311K
RJA
109
Raymond James & Associates
Florida
$310K +$1.8K +41 +0.6%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$308K
6M
111
6 Meridian
Kansas
$301K -$509K -11,583 -62%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$299K +$308 +7 +0.1%
PP
113
Paloma Partners
Connecticut
$295K +$306K +6,952 New
Robeco Institutional Asset Management
114
Robeco Institutional Asset Management
Netherlands
$291K
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$284K -$8.8K -200 -3%
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$283K +$293K +6,664 New
LCM
117
LVM Capital Management
Michigan
$280K -$49.5K -1,125 -15%
CSS
118
Cubist Systematic Strategies
Connecticut
$280K +$290K +6,583 New
DIM
119
DC Investments Management
Virginia
$277K +$287K +6,520 New
CI Investments Inc
120
CI Investments Inc
Ontario, Canada
$274K -$76.3K -1,734 -21%
FIM
121
Freedom Investment Management
Connecticut
$250K +$259K +5,887 New
ASRS
122
Arizona State Retirement System
Arizona
$237K -$11.2K -255 -4%
DT
123
Diversified Trust
Tennessee
$237K +$246K +5,582 New
Allianz Asset Management
124
Allianz Asset Management
Germany
$236K +$13.1K +297 +6%
CM
125
Caption Management
Oklahoma
$234K +$242K +5,500 New

UVV Hedge Fund Activity: Q2 2020 in Review

186 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2020, worth a combined $867M — down 6.7% from $930M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UVV positions and 20 closed out — a net gain of 5 holders — while 60 added to existing stakes and 69 trimmed.

The largest buyer was Invesco, adding an estimated $8.09M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $19.9M sold.

  • 186 institutional investors held Universal Corp (UVV) as of Q2 2020, up from 182 in Q1 2020.
  • Funds reported $867M of Universal Corp stock for Q2 2020, down 6.7% quarter-over-quarter.
  • 25 funds opened new Universal Corp positions in Q2 2020 and 20 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q2 2020 was Invesco, an estimated $8.09M added.
  • The largest Universal Corp seller in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2020.