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Universal Corp

174 hedge funds and large institutions have $2.42B invested in Universal Corp in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $1.21B → $2.42B (+$1.22B)

0% more funds holding

Funds holding: 174174 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

1.87% less ownership

Funds ownership: 93.85%91.99% (-1.9%)

58% less call options, than puts

Call options by funds: $2.76M | Put options by funds: $6.51M

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
59
Closed
22
Calls
$2.76M
Puts
$6.51M
Net Calls
-$3.75M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
151
State of Alaska Department of Revenue
Alaska
$35K
AAM
152
Advisors Asset Management
Colorado
$31K
PAM
153
Panagora Asset Management
Massachusetts
$31K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$25K -$1.96K -38 -6%
LIA
155
LS Investment Advisors
Michigan
$24K
EWM
156
Evercore Wealth Management
New York
$23K
VFA
157
Virtus Fund Advisers
Connecticut
$19K -$227K -4,409 -91%
PR
158
Payden & Rygel
California
$16K
WCBA
159
Weaver C. Barksdale & Associates
Tennessee
$11K +$2.42K +47 +25%
EFSCE
160
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$6.08K -118 -39%
FAM
161
Formidable Asset Management
Ohio
$8K
DADC
162
D.A. Davidson & Co
Montana
$6K
VIA
163
Vantage Investment Advisors
Pennsylvania
$6K
GAM
164
Gemmer Asset Management
California
$5K
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$4K
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$3K -$3.76K -73 -56%
TRCT
167
Tower Research Capital (TRC)
New York
$2K -$79.4K -1,540 -97%
BCMIO
168
Beacon Capital Management Inc (Ohio)
Ohio
$2K
US Bancorp
169
US Bancorp
Minnesota
$2K
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K +$67.6K +1,312 +3%
WEC
171
Winslow Evans & Crocker
Massachusetts
$1.73K +$52 +1 +3%
DA
172
Denali Advisors
California
$1K
MFS
173
MSI Financial Services
Massachusetts
$1K
MAS
174
Madden Advisory Services
Florida
$1K +$1.13K +22 New
TD Asset Management
175
TD Asset Management
Ontario, Canada
-$1.3M -23,450 Closed

UVV Hedge Fund Activity: Q3 2014 in Review

174 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2014, worth a combined $2.42B — up 101% from $1.21B a quarter earlier.

Fund positioning in UVV was balanced in Q3 2014: 22 funds opened new positions, 22 closed out, 59 added to existing stakes and 59 trimmed.

The largest buyer was Royce & Associates, adding an estimated $31.7M. The largest seller was BlackRock Fund Advisors, cutting an estimated $113M.

  • 174 institutional investors held Universal Corp (UVV) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $2.42B of Universal Corp stock for Q3 2014, up 101% quarter-over-quarter.
  • 22 funds opened new Universal Corp positions in Q3 2014 and 22 closed out, a net change of 0 holders.
  • The largest Universal Corp buyer in Q3 2014 was Royce & Associates, an estimated $31.7M added.
  • The largest Universal Corp seller in Q3 2014 was BlackRock Fund Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2014.