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Universal Corp
UVV

174 hedge funds and large institutions have $2.42B invested in Universal Corp in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $1.21B → $2.42B (+$1.22B)

0% more funds holding

Funds holding: 174 → 174 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

1.87% less ownership

Funds ownership: 93.85% → 91.99% (-1.9%)

58% less call options, than puts

Call options by funds: $2.76M | Put options by funds: $6.51M

Holders
174
Holders Change
–
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
59
Reduced
59
Closed
22
Calls
$2.76M
Puts
$6.51M
Net Calls
-$3.75M
Net Calls Change
-$3.03M

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$31.7M
2
Millennium Management
Millennium Management
New York
+$16M
3
Deutsche Bank
Deutsche Bank
Germany
+$9.08M
4
Jane Street
Jane Street
New York
+$8.69M
5
Nomura Holdings
Nomura Holdings
Japan
+$7.65M

Top Sellers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
-$113M
2
State Street
State Street
Massachusetts
-$5M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.98M
4
Boston Partners
Boston Partners
Massachusetts
-$4.96M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
126
Princeton Alpha Management
New Jersey
$269K +$48.3K +937 +18%
MAM
127
Martingale Asset Management
Massachusetts
$262K -$36.1K -700 -11%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$251K -$87.6K -1,700 -23%
AIP
129
Ameritas Investment Partners
Nebraska
$249K – – –
M&T Bank
130
M&T Bank
New York
$232K +$269K +5,221 New
TTWM
131
TCV Trust & Wealth Management
Virginia
$222K – – –
TSW
132
Thompson Siegel & Walmsley
Virginia
$222K – – –
NCCM
133
Nine Chapters Capital Management
New Jersey
$218K +$253K +4,900 New
FIM
134
Freedom Investment Management
Connecticut
$217K +$24.5K +476 +11%
Creative Planning
135
Creative Planning
Kansas
$173K – – –
SO
136
STRS Ohio
Ohio
$164K +$191K +3,700 New
PSI
137
Pinnacle Summer Investments
Virginia
$156K – – –
Asset Management One
138
Asset Management One
Japan
$146K -$376K -7,300 -69%
SAM
139
Securian Asset Management
Minnesota
$145K – – –
KBC Group
140
KBC Group
Belgium
$144K -$1.05M -20,371 -86%
IMAS
141
ID Management A/S
Denmark
$133K +$155K +3,000 New
Canada Life
142
Canada Life
Manitoba, Canada
$127K +$98.1K +1,902 +201%
GGPS
143
Gary Goldberg Planning Services
New York
$95K -$2.78K -54 -2%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$80K -$29.1K -565 -24%
PCM
145
Prelude Capital Management
New York
$75K +$87.6K +1,700 New
BlackRock
146
BlackRock
New York
$68K -$734K -14,236 -90%
Lazard Asset Management
147
Lazard Asset Management
New York
$61K – – –
CMBA
148
C.M. Bidwell & Associates
Hawaii
$51K – – –
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$36K -$1.96K -38 -4%
FCCM
150
First City Capital Management
Georgia
$35.5K – – –
4 5
6
7 8

UVV Hedge Fund Activity: Q3 2014 in Review

174 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2014, worth a combined $2.42B — up 101% from $1.21B a quarter earlier.

Fund positioning in UVV was balanced in Q3 2014: 22 funds opened new positions, 22 closed out, 59 added to existing stakes and 59 trimmed.

The largest buyer was Royce & Associates, adding an estimated $31.7M. The largest seller was BlackRock Fund Advisors, cutting an estimated $113M.

  • 174 institutional investors held Universal Corp (UVV) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $2.42B of Universal Corp stock for Q3 2014, up 101% quarter-over-quarter.
  • 22 funds opened new Universal Corp positions in Q3 2014 and 22 closed out, a net change of 0 holders.
  • The largest Universal Corp buyer in Q3 2014 was Royce & Associates, an estimated $31.7M added.
  • The largest Universal Corp seller in Q3 2014 was BlackRock Fund Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2014.