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Universal Corp

200 hedge funds and large institutions have $1.16B invested in Universal Corp in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

14% more call options, than puts

Call options by funds: $5.81M | Put options by funds: $5.09M

12% more funds holding

Funds holding: 179200 (+21)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 86.34%85.43% (-0.91%)

18% less capital invested

Capital invested by funds: $1.4B → $1.16B (-$246M)

Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
79
Reduced
55
Closed
10
Calls
$5.81M
Puts
$5.09M
Net Calls
+$727K
Net Calls Change
-$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
151
Quantamental Technologies
New York
$119K +$141K +2,191 New
IUHSA
152
Itau Unibanco Holding S.A.
Brazil
$114K +$134K +2,082 New
AIP
153
Ameritas Investment Partners
Nebraska
$112K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$104K +$26.8K +416 +28%
QI
155
QS Investors
New York
$98K
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$96K +$19.6K +304 +21%
RFC
157
Regions Financial Corp
Alabama
$95K
TRCT
158
Tower Research Capital (TRC)
New York
$87K -$26.9K -417 -21%
LMAM
159
Legg Mason Asset Management
Japan
$65K -$12.9K -200 -14%
VCM
160
Versant Capital Management
Arizona
$57K
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$51K +$21.4K +332 +55%
SL
162
Salomon & Ludwin
Virginia
$41K +$49.1K +763 New
MOACM
163
Mutual of America Capital Management
New York
$33K +$9.34K +145 +31%
PK
164
Pflug Koory
Nebraska
$32K
HWA
165
Heritage Wealth Advisors
Virginia
$28K
AOWM
166
Alpha Omega Wealth Management
Virginia
$27K
ASN
167
Advisory Services Network
Georgia
$27K +$64 +1 +0.2%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$26K +$4.96K +77 +20%
SWA
169
Sutton Wealth Advisors
Florida
$23.6K
TF
170
Tompkins Financial
New York
$22K
WT
171
Whittier Trust
California
$22K
HIIFS
172
Harel Insurance Investments & Financial Services
Israel
$22K +$25.8K +400 New
US Bancorp
173
US Bancorp
Minnesota
$20K +$14.5K +225 +147%
JA
174
JOYN Advisors
Georgia
$19K +$4.12K +64 +22%
DAM
175
Delta Asset Management
Tennessee
$16K

UVV Hedge Fund Activity: Q4 2018 in Review

200 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2018, worth a combined $1.16B — down 18% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UVV positions and 10 closed out — a net gain of 24 holders — while 79 added to existing stakes and 55 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $16.8M. The largest seller was Fidelity Investments, cutting an estimated $51.4M.

  • 200 institutional investors held Universal Corp (UVV) as of Q4 2018, up from 179 in Q3 2018.
  • Funds reported $1.16B of Universal Corp stock for Q4 2018, down 18% quarter-over-quarter.
  • 34 funds opened new Universal Corp positions in Q4 2018 and 10 closed out, a net change of +24 holders.
  • The largest Universal Corp buyer in Q4 2018 was Renaissance Technologies, an estimated $16.8M added.
  • The largest Universal Corp seller in Q4 2018 was Fidelity Investments, an estimated $51.4M sold.

Based on aggregated 13F filings for Q4 2018.