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Universal Corp

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: 175174 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
126
TCV Trust & Wealth Management
Virginia
$277K +$272K +5,000 New
MIC
127
MU Investments Company
Japan
$270K -$27.2K -500 -9%
GMIM
128
General Motors Investment Management
New York
$269K -$115K -2,120 -30%
VFA
129
Virtus Fund Advisers
Connecticut
$268K +$264K +4,842 New
Truist Financial
130
Truist Financial
North Carolina
$261K +$257K +4,711 New
LPL Financial
131
LPL Financial
California
$253K -$100K -1,839 -29%
FMBTD
132
First Midwest Bank Trust Division
Illinois
$246K +$8.17K +150 +3%
PG
133
PEAK6 Group
Illinois
$245K +$132K +2,431 +122%
FIM
134
Freedom Investment Management
Connecticut
$244K +$16.1K +295 +7%
Creative Planning
135
Creative Planning
Kansas
$216K +$16.3K +300 +8%
AL
136
Airain Ltd
Guernsey
$210K +$207K +3,791 New
HighTower Advisors
137
HighTower Advisors
Illinois
$208K -$43.6K -800 -18%
ARTA
138
A.R.T. Advisors
New York
$207K +$204K +3,747 New
PSI
139
Pinnacle Summer Investments
Virginia
$187K
SAM
140
Securian Asset Management
Minnesota
$180K -$5.45K -100 -3%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$130K +$75.2K +1,381 +142%
BWFA
142
Baltimore-Washington Financial Advisors
Maryland
$127K +$125K +2,300 New
RIM
143
RS Investment Management
California
$125K -$76.3K -1,400 -38%
GGPS
144
Gary Goldberg Planning Services
New York
$121K -$52.3K -960 -30%
TRCT
145
Tower Research Capital (TRC)
New York
$88K +$66.3K +1,218 +324%
Lazard Asset Management
146
Lazard Asset Management
New York
$76K
CMBA
147
C.M. Bidwell & Associates
Hawaii
$64K
Canada Life
148
Canada Life
Manitoba, Canada
$52K
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$47K
FCCM
150
First City Capital Management
Georgia
$44.3K

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.