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Universal Corp

182 hedge funds and large institutions have $1.01B invested in Universal Corp in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 61

2% more funds holding

Funds holding: 178182 (+4)

0.45% more ownership

Funds ownership: 82.44%82.89% (+0.45%)

8% less call options, than puts

Call options by funds: $2.97M | Put options by funds: $3.22M

7% less capital invested

Capital invested by funds: $1.09B → $1.01B (-$80.5M)

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
4.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
68
Reduced
61
Closed
21
Calls
$2.97M
Puts
$3.22M
Net Calls
-$254K
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Prelude Capital Management
New York
$36K +$36.3K +733 New
JA
152
JOYN Advisors
Georgia
$34K +$34.9K +704 New
JAM
153
Jolley Asset Management
North Carolina
$32K -$389K -7,841 -92%
PK
154
Pflug Koory
Nebraska
$29K
SWA
155
Sutton Wealth Advisors
Florida
$21.1K +$1.44K +29 +7%
WT
156
Whittier Trust
California
$20K
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$19K -$19.8K -400 -50%
TF
158
Tompkins Financial
New York
$19K
VIA
159
Vantage Investment Advisors
Pennsylvania
$19K +$12.4K +250 +179%
PFBT
160
Parkside Financial Bank & Trust
Missouri
$18K -$595 -12 -3%
US Bancorp
161
US Bancorp
Minnesota
$18K +$1.64K +33 +10%
DAM
162
Delta Asset Management
Tennessee
$15K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$10K
SWP
164
Stratos Wealth Partners
Ohio
$10K +$9.92K +200 New
APA
165
American Portfolios Advisors
New York
$9.51K +$4.76K +96 +96%
GWM
166
Geneos Wealth Management
Colorado
$9K
Federated Hermes
167
Federated Hermes
Pennsylvania
$8K +$8.18K +165 New
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$6K +$1.39K +28 +32%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.96K +100 New
GEA
170
Glen Eagle Advisors
New Jersey
$4.85K
CG
171
Cutler Group
California
$4K -$10.2K -206 -67%
WCM
172
Whitener Capital Management
North Carolina
$4K -$9.92K -200 -67%
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$4K
AWM
174
Avior Wealth Management
Nebraska
$3K -$744 -15 -20%
IA
175
IFP Advisors
Florida
$3K

UVV Hedge Fund Activity: Q1 2018 in Review

182 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2018, worth a combined $1.01B — down 7.4% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UVV positions and 21 closed out — a net gain of 6 holders — while 68 added to existing stakes and 61 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Vanguard Group, cutting an estimated $26.6M.

  • 182 institutional investors held Universal Corp (UVV) as of Q1 2018, up from 178 in Q4 2017.
  • Funds reported $1.01B of Universal Corp stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 27 funds opened new Universal Corp positions in Q1 2018 and 21 closed out, a net change of +6 holders.
  • The largest Universal Corp buyer in Q1 2018 was Fidelity Investments, an estimated $72.4M added.
  • The largest Universal Corp seller in Q1 2018 was Vanguard Group, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2018.