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Universal Corp
UVV

187 hedge funds and large institutions have $1.25B invested in Universal Corp in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $2.91M

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

19% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 58

13% more capital invested

Capital invested by funds: $1.1B → $1.25B (+$147M)

3% more funds holding

Funds holding: 181 → 187 (+6)

0.05% more ownership

Funds ownership: 97.76% → 97.81% (+0.05%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
187
Holders Change
+6
Holders Change %
+3.31%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
69
Reduced
58
Closed
18
Calls
$4.98M
Puts
$2.91M
Net Calls
+$2.07M
Net Calls Change
-$112K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$22.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$14.9M
3
BFA
BlackRock Fund Advisors
California
+$6.33M
4
AAM
Advisors Asset Management
Colorado
+$5.16M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$4.82M

Top Sellers

1
GAM
Gotham Asset Management
New York
-$22.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$19.2M
3
Boston Partners
Boston Partners
Massachusetts
-$11.6M
4
Bank of America
Bank of America
North Carolina
-$6.18M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$495K +$483K +8,828 New
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$454K -$2.79K -51 -0.6%
Franklin Resources
128
Franklin Resources
California
$452K – – –
VRS
129
Virginia Retirement Systems
Virginia
$449K – – –
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$441K +$5.85K +107 +1%
ARTA
131
A.R.T. Advisors
New York
$435K +$425K +7,774 New
ProShare Advisors
132
ProShare Advisors
Maryland
$417K +$109K +1,986 +36%
LBC
133
Lowe Brockenbrough & Co
Virginia
$396K – – –
Millennium Management
134
Millennium Management
New York
$378K +$369K +6,738 New
CONA
135
Capital One National Association
New York
$361K -$2.19K -40 -0.6%
TSW
136
Thompson Siegel & Walmsley
Virginia
$307K – – –
IMAS
137
ID Management A/S
Denmark
$303K – – –
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$281K -$106K -1,930 -28%
BNP Paribas Asset Management
139
BNP Paribas Asset Management
France
$274K +$267K +4,886 New
GT
140
Glenmede Trust
Pennsylvania
$261K -$348K -6,360 -58%
Nomura Holdings
141
Nomura Holdings
Japan
$260K +$254K +4,642 New
MERSOM
142
Municipal Employees' Retirement System of Michigan
Michigan
$257K +$10.4K +190 +4%
TTWM
143
TCV Trust & Wealth Management
Virginia
$252K -$21.9K -400 -8%
AL
144
AJO LP
Pennsylvania
$248K -$553K -10,106 -70%
Simplex Trading
145
Simplex Trading
Illinois
$228K +$171K +3,117 +327%
Creative Planning
146
Creative Planning
Kansas
$223K -$49.2K -900 -18%
PSI
147
Pinnacle Summer Investments
Virginia
$205K +$1.86K +34 +0.9%
MSA
148
Mason Street Advisors
Wisconsin
$205K +$17.6K +321 +10%
SEI Investments
149
SEI Investments
Pennsylvania
$199K +$178K +3,261 +1,148%
IA
150
IFP Advisors
Florida
$176K +$171K +3,134 New
4 5
6
7 8

UVV Hedge Fund Activity: Q4 2015 in Review

187 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2015, worth a combined $1.25B — up 13% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UVV positions and 18 closed out — a net gain of 9 holders — while 69 added to existing stakes and 58 trimmed.

The largest buyer was Vanguard Group, adding an estimated $22.9M. The largest seller was Gotham Asset Management, cutting an estimated $22.9M.

  • 187 institutional investors held Universal Corp (UVV) as of Q4 2015, up from 181 in Q3 2015.
  • Funds reported $1.25B of Universal Corp stock for Q4 2015, up 13% quarter-over-quarter.
  • 27 funds opened new Universal Corp positions in Q4 2015 and 18 closed out, a net change of +9 holders.
  • The largest Universal Corp buyer in Q4 2015 was Vanguard Group, an estimated $22.9M added.
  • The largest Universal Corp seller in Q4 2015 was Gotham Asset Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2015.