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Universal Corp

186 hedge funds and large institutions have $867M invested in Universal Corp in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more funds holding

Funds holding: 182186 (+4)

1.75% less ownership

Funds ownership: 85.24%83.49% (-1.8%)

7% less capital invested

Capital invested by funds: $930M → $867M (-$62.7M)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

42% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $2.96M

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
60
Reduced
69
Closed
20
Calls
$1.72M
Puts
$2.96M
Net Calls
-$1.23M
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
126
Wolverine Trading
Illinois
$232K +$243K +5,530 New
FHB
127
First Hawaiian Bank
Hawaii
$228K -$34.2K -778 -13%
LBC
128
Lowe Brockenbrough & Co
Virginia
$220K
TSW
129
Thompson Siegel & Walmsley
Virginia
$213K
AI
130
AdvisorShares Investments
Maryland
$209K -$27.1K -616 -11%
Jane Street
131
Jane Street
New York
$205K +$212K +4,818 New
SRAM
132
Stone Ridge Asset Management
New York
$204K
Acadian Asset Management
133
Acadian Asset Management
Massachusetts
$196K +$203K +4,612 New
DCM
134
Dupont Capital Management
Delaware
$195K -$169K -3,843 -46%
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$174K
IA
136
IndexIQ Advisors
New York
$171K -$17.1K -388 -9%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$159K -$7.13K -162 -4%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$127K +$81.2K +1,847 +151%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$124K +$31.1K +706 +32%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$101K -$27.7K -630 -21%
TRCT
141
Tower Research Capital (TRC)
New York
$101K +$68.8K +1,565 +195%
THWM
142
Taylor Hoffman Wealth Management
Virginia
$98K +$102K +2,314 New
AIP
143
Ameritas Investment Partners
Nebraska
$88K
TCOV
144
Trust Company of Vermont
Vermont
$87K +$90.4K +2,056 New
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$85.8K -$373K -8,488 -81%
QT
146
Quantbot Technologies
New York
$73K +$75.8K +1,723 New
IA
147
IFP Advisors
Florida
$58K +$21.9K +499 +56%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$53K -$25.7K -584 -32%
LMAM
149
Legg Mason Asset Management
Japan
$53K +$12.3K +279 +29%
MOACM
150
Mutual of America Capital Management
New York
$51K +$4.84K +110 +10%

UVV Hedge Fund Activity: Q2 2020 in Review

186 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2020, worth a combined $867M — down 6.7% from $930M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UVV positions and 20 closed out — a net gain of 5 holders — while 60 added to existing stakes and 69 trimmed.

The largest buyer was Invesco, adding an estimated $8.09M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $19.9M sold.

  • 186 institutional investors held Universal Corp (UVV) as of Q2 2020, up from 182 in Q1 2020.
  • Funds reported $867M of Universal Corp stock for Q2 2020, down 6.7% quarter-over-quarter.
  • 25 funds opened new Universal Corp positions in Q2 2020 and 20 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q2 2020 was Invesco, an estimated $8.09M added.
  • The largest Universal Corp seller in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2020.