We are live on ! Find out more
UVV icon

Universal Corp

179 hedge funds and large institutions have $1.4B invested in Universal Corp in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $12M | Put options by funds: $3.47M

12% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 57

0.38% more ownership

Funds ownership: 85.96%86.34% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.41B → $1.4B (-$9.86M)

6% less funds holding

Funds holding: 191179 (-12)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
64
Reduced
57
Closed
29
Calls
$12M
Puts
$3.47M
Net Calls
+$8.53M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$237K -$13.6K -214 -6%
ECM
127
Element Capital Management
New York
$234K -$113K -1,775 -33%
AB
128
Amalgamated Bank
New York
$233K -$2.04K -32 -0.9%
Creative Planning
129
Creative Planning
Kansas
$222K +$6.63K +104 +3%
SDIC
130
South Dakota Investment Council
South Dakota
$203K -$1.01M -15,800 -84%
THWM
131
Taylor Hoffman Wealth Management
Virginia
$150K
PI
132
PEAK6 Investments
Illinois
$150K +$147K +2,305 New
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$140K -$19.9K -312 -13%
AIP
134
Ameritas Investment Partners
Nebraska
$135K
WSTAM
135
Wilbanks Smith & Thomas Asset Management
Virginia
$135K +$133K +2,083 New
TRCT
136
Tower Research Capital (TRC)
New York
$132K +$53.8K +844 +72%
QI
137
QS Investors
New York
$118K
RFC
138
Regions Financial Corp
Alabama
$114K
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$97K -$255 -4 -0.3%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$95K
LMAM
141
Legg Mason Asset Management
Japan
$91K -$44.6K -700 -33%
VCM
142
Versant Capital Management
Arizona
$69K -$6.37K -100 -9%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$60K -$64 -1 -0.1%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$39K -$4.72K -74 -11%
PK
145
Pflug Koory
Nebraska
$39K
HWA
146
Heritage Wealth Advisors
Virginia
$34K +$33.3K +523 New
AOWM
147
Alpha Omega Wealth Management
Virginia
$32K
ASN
148
Advisory Services Network
Georgia
$32K +$127 +2 +0.4%
JFA
149
JNBA Financial Advisors
Minnesota
$32K +$31.9K +500 New
IA
150
IFP Advisors
Florida
$31K

UVV Hedge Fund Activity: Q3 2018 in Review

179 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2018, worth a combined $1.4B — down 0.7% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UVV and 21 opened new positions — a net loss of 8 holders — while 57 trimmed existing stakes and 64 added.

The largest buyer was LSV Asset Management, adding an estimated $29.5M. The largest seller was JP Morgan Chase, cutting an estimated $11.6M.

  • 179 institutional investors held Universal Corp (UVV) as of Q3 2018, down from 191 in Q2 2018.
  • Funds reported $1.4B of Universal Corp stock for Q3 2018, down 0.7% quarter-over-quarter.
  • 21 funds opened new Universal Corp positions in Q3 2018 and 29 closed out, a net change of -8 holders.
  • The largest Universal Corp buyer in Q3 2018 was LSV Asset Management, an estimated $29.5M added.
  • The largest Universal Corp seller in Q3 2018 was JP Morgan Chase, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2018.