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Universal Corp

203 hedge funds and large institutions have $1.19B invested in Universal Corp in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $991K

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

2% more funds holding

Funds holding: 200203 (+3)

3% more capital invested

Capital invested by funds: $1.16B → $1.19B (+$36.6M)

2.62% less ownership

Funds ownership: 85.43%82.82% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
203
Holders Change
+3
Holders Change %
+1.5%
% of All Funds
4.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
84
Reduced
55
Closed
18
Calls
$2.33M
Puts
$991K
Net Calls
+$1.34M
Net Calls Change
+$610K
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
126
Piedmont Investment Advisors
North Carolina
$362K +$19.7K +343 +6%
ECM
127
ETrade Capital Management
Virginia
$355K +$4.14K +72 +1%
LTFS
128
Ladenburg Thalmann Financial Services
Florida
$355K +$101K +1,757 +40%
RJA
129
Raymond James & Associates
Florida
$343K +$1.15K +20 +0.3%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$341K +$13.6K +236 +4%
SRAM
131
Stone Ridge Asset Management
New York
$328K -$309K -5,377 -49%
LBC
132
Lowe Brockenbrough & Co
Virginia
$312K
TSW
133
Thompson Siegel & Walmsley
Virginia
$288K -$115 -2 -0%
NC
134
Noked Capital
Israel
$288K +$287K +5,000 New
NI
135
Noked Israel
Israel
$288K +$287K +5,000 New
GHA
136
GW Henssler & Associates
Georgia
$286K +$286K +4,970 New
WG
137
Winton Group
United Kingdom
$277K +$276K +4,804 New
CCIA
138
Campbell & Co Investment Adviser
Maryland
$267K +$266K +4,628 New
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$261K +$20.8K +362 +9%
HFS
140
HL Financial Services
Kentucky
$253K
CSS
141
Cubist Systematic Strategies
Connecticut
$236K -$522K -9,088 -69%
Creative Planning
142
Creative Planning
Kansas
$217K +$216K +3,763 New
ECM
143
Element Capital Management
New York
$210K -$73.7K -1,283 -26%
AB
144
Amalgamated Bank
New York
$210K +$210K +3,647 New
Los Angeles Capital Management
145
Los Angeles Capital Management
California
$205K +$204K +3,550 New
SDIC
146
South Dakota Investment Council
South Dakota
$180K
AIM
147
Assured Investment Management
New York
$164K -$148K -2,581 -48%
SG Americas Securities
148
SG Americas Securities
New York
$136K -$180K -3,125 -57%
THWM
149
Taylor Hoffman Wealth Management
Virginia
$133K
AIP
150
Ameritas Investment Partners
Nebraska
$120K

UVV Hedge Fund Activity: Q1 2019 in Review

203 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2019, worth a combined $1.19B — up 3.2% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UVV positions and 18 closed out — a net gain of 5 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $12M. The largest seller was Fidelity Investments, cutting an estimated $35.3M.

  • 203 institutional investors held Universal Corp (UVV) as of Q1 2019, up from 200 in Q4 2018.
  • Funds reported $1.19B of Universal Corp stock for Q1 2019, up 3.2% quarter-over-quarter.
  • 23 funds opened new Universal Corp positions in Q1 2019 and 18 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q1 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $12M added.
  • The largest Universal Corp seller in Q1 2019 was Fidelity Investments, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2019.