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Universal Corp

174 hedge funds and large institutions have $1.25B invested in Universal Corp in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

4.44% less ownership

Funds ownership: 90.23%85.79% (-4.4%)

11% less funds holding

Funds holding: 195174 (-21)

16% less capital invested

Capital invested by funds: $1.48B → $1.25B (-$232M)

33% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $3.25M

63% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 32

Holders
174
Holders Change
-21
Holders Change %
-10.77%
% of All Funds
4.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
66
Reduced
68
Closed
32
Calls
$2.18M
Puts
$3.25M
Net Calls
-$1.07M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
151
Simplex Trading
Illinois
$59K -$86K -1,438 -58%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$58K +$11.3K +189 +23%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$43K
FMA
154
FNY Managed Accounts
New York
$39K +$41.4K +692 New
NFG
155
Next Financial Group
Texas
$38K
PK
156
Pflug Koory
Nebraska
$34K -$17.9K -300 -33%
EWM
157
Evercore Wealth Management
New York
$30K
PFBT
158
Parkside Financial Bank & Trust
Missouri
$22K -$3.35K -56 -13%
SWA
159
Sutton Wealth Advisors
Florida
$16.2K
PHK
160
Point72 Hong Kong
Hong Kong
$12K -$11.5K -193 -48%
BFEC
161
Benjamin F. Edwards & Company
Missouri
$11K
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$11K
GWM
163
Geneos Wealth Management
Colorado
$10K
VIA
164
Vantage Investment Advisors
Pennsylvania
$8K
AssetMark Inc
165
AssetMark Inc
California
$7K +$2.09K +35 +44%
US Bancorp
166
US Bancorp
Minnesota
$6K
GEA
167
Glen Eagle Advisors
New Jersey
$5.73K
AWM
168
Avior Wealth Management
Nebraska
$4K
GAM
169
Gemmer Asset Management
California
$3K
MCM
170
MV Capital Management
Maryland
$3K
WEC
171
Winslow Evans & Crocker
Massachusetts
$2.24K +$60 +1 +3%
PA
172
Parallel Advisors
California
$2K -$1.14K -19 -35%
WAM
173
Wealthspire Advisors (Maryland)
Maryland
$2K +$120 +2 +8%
QCG
174
Quadrant Capital Group
Ohio
$1K
JIM
175
Jupiter Investment Management
United Kingdom
-$8.08M -124,890 Closed

UVV Hedge Fund Activity: Q3 2017 in Review

174 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2017, worth a combined $1.25B — down 16% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UVV and 12 opened new positions — a net loss of 20 holders — while 68 trimmed existing stakes and 66 added.

The largest buyer was Renaissance Technologies, adding an estimated $7.54M. The largest seller was LSV Asset Management, cutting an estimated $15.7M.

  • 174 institutional investors held Universal Corp (UVV) as of Q3 2017, down from 195 in Q2 2017.
  • Funds reported $1.25B of Universal Corp stock for Q3 2017, down 16% quarter-over-quarter.
  • 12 funds opened new Universal Corp positions in Q3 2017 and 32 closed out, a net change of -20 holders.
  • The largest Universal Corp buyer in Q3 2017 was Renaissance Technologies, an estimated $7.54M added.
  • The largest Universal Corp seller in Q3 2017 was LSV Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2017.