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Universal Corp

188 hedge funds and large institutions have $1.28B invested in Universal Corp in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

1% more capital invested

Capital invested by funds: $1.27B → $1.28B (+$10.7M)

1% more funds holding

Funds holding: 187188 (+1)

0.42% more ownership

Funds ownership: 96.4%96.83% (+0.42%)

27% less call options, than puts

Call options by funds: $8.26M | Put options by funds: $11.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
71
Reduced
67
Closed
15
Calls
$8.26M
Puts
$11.2M
Net Calls
-$2.99M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
151
MSI Financial Services
Massachusetts
$177K +$129K +2,188 +259%
PI
152
PineBridge Investments
New York
$168K +$826 +14 +0.5%
ASN
153
Advisory Services Network
Georgia
$154K +$6.49K +110 +4%
BlackRock
154
BlackRock
New York
$140K -$59 -1 -0%
AIM
155
Acrospire Investment Management
Illinois
$134K +$47.2K +800 +53%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$122K +$10.3K +175 +9%
PG
157
PEAK6 Group
Illinois
$114K +$116K +1,960 New
Barclays
158
Barclays
United Kingdom
$94K +$47.7K +808 +99%
BAM
159
Bruderman Asset Management
New York
$88K +$767 +13 +0.9%
PWM
160
Perigon Wealth Management
California
$84K +$85.4K +1,447 New
VCM
161
Versant Capital Management
Arizona
$70K -$1.48K -25 -2%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$65K
Simplex Trading
163
Simplex Trading
Illinois
$59K +$60.3K +1,022 New
WA
164
WFG Advisors
Texas
$41K
EWM
165
Evercore Wealth Management
New York
$37K
AG
166
Advisor Group
Arizona
$35K +$17.6K +298 +93%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$25K
PFS
168
Physicians Financial Services
North Carolina
$23K
SWA
169
Sutton Wealth Advisors
Florida
$16.5K
NFG
170
Next Financial Group
Texas
$16K +$16.5K +280 New
TDC
171
Thompson Davis & Co
Virginia
$15K
DADC
172
D.A. Davidson & Co
Montana
$14K -$117K -1,980 -89%
IUHSA
173
Itau Unibanco Holding S.A.
Brazil
$14K +$14.2K +240 New
GWM
174
Geneos Wealth Management
Colorado
$10K +$531 +9 +5%
VIA
175
Vantage Investment Advisors
Pennsylvania
$8K

UVV Hedge Fund Activity: Q3 2016 in Review

188 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2016, worth a combined $1.28B — up 0.85% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UVV positions and 15 closed out — a net gain of 2 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $16.3M. The largest seller was Fidelity Investments, cutting an estimated $18.6M.

  • 188 institutional investors held Universal Corp (UVV) as of Q3 2016, up from 187 in Q2 2016.
  • Funds reported $1.28B of Universal Corp stock for Q3 2016, up 0.85% quarter-over-quarter.
  • 17 funds opened new Universal Corp positions in Q3 2016 and 15 closed out, a net change of +2 holders.
  • The largest Universal Corp buyer in Q3 2016 was Schroder Investment Management Group, an estimated $16.3M added.
  • The largest Universal Corp seller in Q3 2016 was Fidelity Investments, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2016.