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Universal Corp
UVV

201 hedge funds and large institutions have $1.43B invested in Universal Corp in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

45% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 55

14% more call options, than puts

Call options by funds: $8.29M | Put options by funds: $7.3M

12% more capital invested

Capital invested by funds: $1.28B → $1.43B (+$154M)

7% more funds holding

Funds holding: 188 → 201 (+13)

1.7% more ownership

Funds ownership: 96.83% → 98.52% (+1.7%)

Holders
201
Holders Change
+13
Holders Change %
+6.91%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
80
Reduced
55
Closed
13
Calls
$8.29M
Puts
$7.3M
Net Calls
+$990K
Net Calls Change
+$3.98M

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$13.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$13M
3
Invesco
Invesco
Georgia
+$7.88M
4
Pzena Investment Management
Pzena Investment Management
New York
+$7.44M
5
JP Morgan Chase
JP Morgan Chase
New York
+$6.96M

Top Sellers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
-$30.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$28.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14M
4
GAM
Gotham Asset Management
New York
-$5.66M
5
Bank of America
Bank of America
North Carolina
-$3.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$298K – – –
State Board of Administration of Florida Retirement System
152
State Board of Administration of Florida Retirement System
Florida
$295K -$273K -4,785 -51%
TTWM
153
TCV Trust & Wealth Management
Virginia
$287K – – –
FCBT
154
First Citizens Bank & Trust
North Carolina
$279K -$112K -1,960 -31%
BCM
155
Bayesian Capital Management
New York
$268K +$240K +4,203 New
WI
156
Wintrust Investments
Illinois
$266K -$30K -525 -11%
Creative Planning
157
Creative Planning
Kansas
$260K +$2.28K +40 +1%
ACM
158
Americafirst Capital Management
California
$244K -$1.52M -26,664 -87%
SG Americas Securities
159
SG Americas Securities
New York
$217K -$34.3K -601 -15%
MFS
160
MSI Financial Services
Massachusetts
$214K +$18.2K +319 +11%
IA
161
IFP Advisors
Florida
$202K +$1.26K +22 +0.7%
Barclays
162
Barclays
United Kingdom
$174K +$61.8K +1,082 +67%
BlackRock
163
BlackRock
New York
$158K +$3.65K +64 +3%
SOADOR
164
State of Alaska Department of Revenue
Alaska
$156K +$140K +2,460 New
CPP
165
Crow Point Partners
Massachusetts
$149K -$212K -3,716 -61%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$140K +$5.71K +100 +5%
BAM
167
Bruderman Asset Management
New York
$97K +$799 +14 +0.9%
AG
168
Advisor Group
Arizona
$81K +$37.2K +652 +106%
VCM
169
Versant Capital Management
Arizona
$76K -$628 -11 -0.9%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$60K – – –
CCMH
171
Cornerstone Capital Management Holdings
New York
$53K +$48.6K +852 New
WA
172
WFG Advisors
Texas
$45K – – –
EWM
173
Evercore Wealth Management
New York
$34K -$5.71K -100 -16%
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
$31K +$28K +490 New
PFBT
175
Parkside Financial Bank & Trust
Missouri
$29K +$1.48K +26 +6%
5 6
7
8 9

UVV Hedge Fund Activity: Q4 2016 in Review

201 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2016, worth a combined $1.43B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UVV positions and 13 closed out — a net gain of 16 holders — while 80 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.4M. The largest seller was OppenheimerFunds, cutting an estimated $30.1M.

  • 201 institutional investors held Universal Corp (UVV) as of Q4 2016, up from 188 in Q3 2016.
  • Funds reported $1.43B of Universal Corp stock for Q4 2016, up 12% quarter-over-quarter.
  • 29 funds opened new Universal Corp positions in Q4 2016 and 13 closed out, a net change of +16 holders.
  • The largest Universal Corp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $13.4M added.
  • The largest Universal Corp seller in Q4 2016 was OppenheimerFunds, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2016.