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Universal Corp

179 hedge funds and large institutions have $1.4B invested in Universal Corp in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $12M | Put options by funds: $3.47M

12% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 57

0.38% more ownership

Funds ownership: 85.96%86.34% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.41B → $1.4B (-$9.86M)

6% less funds holding

Funds holding: 191179 (-12)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
64
Reduced
57
Closed
29
Calls
$12M
Puts
$3.47M
Net Calls
+$8.53M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
151
Mutual of America Capital Management
New York
$31K +$24.3K +382 +420%
SWA
152
Sutton Wealth Advisors
Florida
$28.3K
PFBT
153
Parkside Financial Bank & Trust
Missouri
$26K
TF
154
Tompkins Financial
New York
$26K
WT
155
Whittier Trust
California
$26K
VIA
156
Vantage Investment Advisors
Pennsylvania
$25K
Loomis, Sayles & Company
157
Loomis, Sayles & Company
Massachusetts
$24K +$23.7K +372 New
DAM
158
Delta Asset Management
Tennessee
$20K
HNB
159
Huntington National Bank
Ohio
$20K
JA
160
JOYN Advisors
Georgia
$19K -$17.5K -274 -49%
CG
161
Cutler Group
California
$17K +$17.3K +272 New
PCM
162
Prelude Capital Management
New York
$15K +$15K +235 New
APA
163
American Portfolios Advisors
New York
$14.9K -$1.02K -16 -7%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$13K
NFG
165
Next Financial Group
Texas
$13K +$12.7K +200 New
GWM
166
Geneos Wealth Management
Colorado
$12K
TC
167
Truvestments Capital
Florida
$12K +$11.5K +181 New
US Bancorp
168
US Bancorp
Minnesota
$10K
WAM
169
Wealthspire Advisors (Maryland)
Maryland
$7K
FHA
170
Flagship Harbor Advisors
Massachusetts
$7K +$64 +1 +1%
GEA
171
Glen Eagle Advisors
New Jersey
$6.5K
WCM
172
Whitener Capital Management
North Carolina
$6K +$6.37K +100 New
AWM
173
Avior Wealth Management
Nebraska
$4K
GAM
174
Gemmer Asset Management
California
$4K
QCG
175
Quadrant Capital Group
Ohio
$3K

UVV Hedge Fund Activity: Q3 2018 in Review

179 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2018, worth a combined $1.4B — down 0.7% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UVV and 21 opened new positions — a net loss of 8 holders — while 57 trimmed existing stakes and 64 added.

The largest buyer was LSV Asset Management, adding an estimated $29.5M. The largest seller was JP Morgan Chase, cutting an estimated $11.6M.

  • 179 institutional investors held Universal Corp (UVV) as of Q3 2018, down from 191 in Q2 2018.
  • Funds reported $1.4B of Universal Corp stock for Q3 2018, down 0.7% quarter-over-quarter.
  • 21 funds opened new Universal Corp positions in Q3 2018 and 29 closed out, a net change of -8 holders.
  • The largest Universal Corp buyer in Q3 2018 was LSV Asset Management, an estimated $29.5M added.
  • The largest Universal Corp seller in Q3 2018 was JP Morgan Chase, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2018.