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Universal Corp

187 hedge funds and large institutions have $1.27B invested in Universal Corp in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $3.83M

2% more capital invested

Capital invested by funds: $1.24B → $1.27B (+$23.9M)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.24% less ownership

Funds ownership: 97.65%96.4% (-1.2%)

8% less funds holding

Funds holding: 203187 (-16)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

Holders
187
Holders Change
-16
Holders Change %
-7.88%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
69
Reduced
68
Closed
27
Calls
$5.6M
Puts
$3.83M
Net Calls
+$1.77M
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$215K +$10.5K +191 +5%
IA
152
IFP Advisors
Florida
$181K +$78.8K +1,430 +84%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$174K +$20.6K +374 +14%
PI
154
PineBridge Investments
New York
$166K +$5.78K +105 +4%
IR
155
Invictus RG
Bermuda
$152K +$21.1K +383 +17%
ASN
156
Advisory Services Network
Georgia
$147K +$14.6K +265 +12%
BlackRock
157
BlackRock
New York
$140K +$11K +200 +9%
DADC
158
D.A. Davidson & Co
Montana
$128K -$14.5K -263 -11%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$111K +$77.1K +1,400 +272%
CF
160
CenterStar Fund
Illinois
$108K
AIM
161
Acrospire Investment Management
Illinois
$87K +$16.5K +300 +25%
BAM
162
Bruderman Asset Management
New York
$86K +$59.5K +1,081 +264%
VCM
163
Versant Capital Management
Arizona
$70K -$2.53K -46 -4%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$64K
MFS
165
MSI Financial Services
Massachusetts
$49K
Barclays
166
Barclays
United Kingdom
$47K +$18.3K +332 +69%
CG
167
Cutler Group
California
$44K +$42.4K +769 New
WA
168
WFG Advisors
Texas
$40K
EWM
169
Evercore Wealth Management
New York
$37K +$5.51K +100 +19%
WI
170
Wintrust Investments
Illinois
$33K +$318K +5,775 New
UMA
171
USA Mutuals Advisors
Texas
$29K
PFBT
172
Parkside Financial Bank & Trust
Missouri
$25K +$7.11K +129 +42%
PFS
173
Physicians Financial Services
North Carolina
$23K
AG
174
Advisor Group
Arizona
$18K +$17.6K +319 New
SWA
175
Sutton Wealth Advisors
Florida
$16.3K

UVV Hedge Fund Activity: Q2 2016 in Review

187 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2016, worth a combined $1.27B — up 1.9% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UVV and 14 opened new positions — a net loss of 13 holders — while 68 trimmed existing stakes and 69 added.

The largest buyer was Invesco, adding an estimated $10.4M. The largest seller was Deutsche Bank, cutting an estimated $8.7M.

  • 187 institutional investors held Universal Corp (UVV) as of Q2 2016, down from 203 in Q1 2016.
  • Funds reported $1.27B of Universal Corp stock for Q2 2016, up 1.9% quarter-over-quarter.
  • 14 funds opened new Universal Corp positions in Q2 2016 and 27 closed out, a net change of -13 holders.
  • The largest Universal Corp buyer in Q2 2016 was Invesco, an estimated $10.4M added.
  • The largest Universal Corp seller in Q2 2016 was Deutsche Bank, an estimated $8.7M sold.

Based on aggregated 13F filings for Q2 2016.