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Universal Corp

174 hedge funds and large institutions have $1.21B invested in Universal Corp in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% more ownership

Funds ownership: 93.59%93.85% (+0.26%)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

0% less capital invested

Capital invested by funds: $1.21B → $1.21B (-$5.5M)

1% less funds holding

Funds holding: 175174 (-1)

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

19% less call options, than puts

Call options by funds: $3M | Put options by funds: $3.72M

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
49
Reduced
60
Closed
19
Calls
$3M
Puts
$3.72M
Net Calls
-$716K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
151
State of Alaska Department of Revenue
Alaska
$44K
AAM
152
Advisors Asset Management
Colorado
$39K -$284K -5,213 -88%
PAM
153
Panagora Asset Management
Massachusetts
$39K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$34K
LIA
155
LS Investment Advisors
Michigan
$30K
EWM
156
Evercore Wealth Management
New York
$29K
PR
157
Payden & Rygel
California
$19K
EFSCE
158
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
WCBA
159
Weaver C. Barksdale & Associates
Tennessee
$11K
FAM
160
Formidable Asset Management
Ohio
$10K
ACS
161
Archford Capital Strategies
Illinois
$8.03K
VIA
162
Vantage Investment Advisors
Pennsylvania
$8K
DADC
163
D.A. Davidson & Co
Montana
$8K +$8.17K +150 New
Envestnet Asset Management
164
Envestnet Asset Management
Illinois
$7K +$7.14K +131 New
GAM
165
Gemmer Asset Management
California
$6K
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$6K
BCMIO
167
Beacon Capital Management Inc (Ohio)
Ohio
$3K
WEC
168
Winslow Evans & Crocker
Massachusetts
$2.16K
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$2K -$29.1K -534 -92%
US Bancorp
170
US Bancorp
Minnesota
$2K
DA
171
Denali Advisors
California
$1K
MFS
172
MSI Financial Services
Massachusetts
$1K
NES
173
New England Securities
New York
$1K +$1.47K +27 New
Arrowstreet Capital
174
Arrowstreet Capital
Massachusetts
-$6.37M -113,889 Closed
CM
175
Churchill Management
California
-$4.86M -86,869 Closed

UVV Hedge Fund Activity: Q2 2014 in Review

174 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2014, worth a combined $1.21B — down 0.45% from $1.21B a quarter earlier.

Fund positioning in UVV was balanced in Q2 2014: 19 funds opened new positions, 19 closed out, 49 added to existing stakes and 60 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.4M. The largest seller was Goldman Sachs, cutting an estimated $8.86M.

  • 174 institutional investors held Universal Corp (UVV) as of Q2 2014, down from 175 in Q1 2014.
  • Funds reported $1.21B of Universal Corp stock for Q2 2014, down 0.45% quarter-over-quarter.
  • 19 funds opened new Universal Corp positions in Q2 2014 and 19 closed out, a net change of 0 holders.
  • The largest Universal Corp buyer in Q2 2014 was Fidelity Investments, an estimated $26.4M added.
  • The largest Universal Corp seller in Q2 2014 was Goldman Sachs, an estimated $8.86M sold.

Based on aggregated 13F filings for Q2 2014.