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Universal Corp

183 hedge funds and large institutions have $1.21B invested in Universal Corp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $2.36M

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

4% more capital invested

Capital invested by funds: $1.17B → $1.21B (+$41.7M)

0.2% more ownership

Funds ownership: 85.63%85.83% (+0.2%)

0% more funds holding

Funds holding: 183183 (0)

Holders
183
Holders Change
Holders Change %
0%
% of All Funds
3.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
69
Reduced
62
Closed
15
Calls
$3.95M
Puts
$2.36M
Net Calls
+$1.59M
Net Calls Change
+$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
126
Thompson Siegel & Walmsley
Virginia
$285K
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$261K -$446K -8,254 -64%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$255K
OSIA
129
O'Shares Investment Advisers
Massachusetts
$253K +$3.29K +61 +1%
PP
130
Paloma Partners
Connecticut
$250K -$127K -2,346 -35%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$248K -$105K -1,946 -31%
AB
132
Amalgamated Bank
New York
$236K +$18.1K +335 +9%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$233K
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$219K +$39K +722 +23%
Creative Planning
135
Creative Planning
Kansas
$216K -$9.12K -169 -4%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$215K -$20.5K -380 -9%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$210K +$178K +3,300 +825%
GHA
138
GW Henssler & Associates
Georgia
$202K +$191K +3,546 New
IUHSA
139
Itau Unibanco Holding S.A.
Brazil
$202K +$191K +3,546 New
SG Americas Securities
140
SG Americas Securities
New York
$188K +$49.3K +913 +38%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$182K +$171K +3,161 +15,052%
THWM
142
Taylor Hoffman Wealth Management
Virginia
$132K
AIP
143
Ameritas Investment Partners
Nebraska
$118K
QI
144
QS Investors
New York
$103K
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$103K
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$83K +$34.4K +637 +77%
HWA
147
Heritage Wealth Advisors
Virginia
$68.9K
AWM
148
Atticus Wealth Management
Florida
$68K +$64.8K +1,200 New
PA
149
PSI Advisors
Florida
$65K +$62K +1,148 New
EP
150
Eudaimonia Partners
Tennessee
$64K +$60.4K +1,119 New

UVV Hedge Fund Activity: Q4 2019 in Review

183 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2019, worth a combined $1.21B — up 3.6% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UVV positions and 15 closed out — a net gain of 1 holder — while 69 added to existing stakes and 62 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $14.3M. The largest seller was Fidelity Investments, cutting an estimated $12M.

  • 183 institutional investors held Universal Corp (UVV) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $1.21B of Universal Corp stock for Q4 2019, up 3.6% quarter-over-quarter.
  • 16 funds opened new Universal Corp positions in Q4 2019 and 15 closed out, a net change of +1 holder.
  • The largest Universal Corp buyer in Q4 2019 was Pzena Investment Management, an estimated $14.3M added.
  • The largest Universal Corp seller in Q4 2019 was Fidelity Investments, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2019.