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Universal Corp

203 hedge funds and large institutions have $1.19B invested in Universal Corp in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $991K

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

2% more funds holding

Funds holding: 200203 (+3)

3% more capital invested

Capital invested by funds: $1.16B → $1.19B (+$36.6M)

2.62% less ownership

Funds ownership: 85.43%82.82% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
203
Holders Change
+3
Holders Change %
+1.5%
% of All Funds
4.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
84
Reduced
55
Closed
18
Calls
$2.33M
Puts
$991K
Net Calls
+$1.34M
Net Calls Change
+$610K
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
151
Itau Unibanco Holding S.A.
Brazil
$114K
PHK
152
Point72 Hong Kong
Hong Kong
$104K -$26.9K -468 -21%
QI
153
QS Investors
New York
$104K -$460 -8 -0.4%
RFC
154
Regions Financial Corp
Alabama
$101K
IA
155
IFP Advisors
Florida
$97K +$97K +1,688 +7,673%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$88K -$14.5K -252 -14%
SWM
157
SeaCrest Wealth Management
New York
$75K +$74.7K +1,300 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$69K -$40.6K -707 -37%
VCM
159
Versant Capital Management
Arizona
$69K +$7.41K +129 +12%
LMAM
160
Legg Mason Asset Management
Japan
$64K -$5.75K -100 -8%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$54K
SL
162
Salomon & Ludwin
Virginia
$44K
MOACM
163
Mutual of America Capital Management
New York
$41K +$5.29K +92 +15%
TRCT
164
Tower Research Capital (TRC)
New York
$39K -$53.7K -935 -58%
PK
165
Pflug Koory
Nebraska
$35K
APA
166
American Portfolios Advisors
New York
$33.9K +$18.4K +321 +120%
FHA
167
Flagship Harbor Advisors
Massachusetts
$31K +$25.9K +451 +442%
HWA
168
Heritage Wealth Advisors
Virginia
$30.2K
AOWM
169
Alpha Omega Wealth Management
Virginia
$29K
ASN
170
Advisory Services Network
Georgia
$29K +$57 +1 +0.2%
QCG
171
Quadrant Capital Group
Ohio
$29K +$26.3K +458 +627%
PCP
172
Proficio Capital Partners
Massachusetts
$29K +$29.2K +508 New
PFBT
173
Parkside Financial Bank & Trust
Missouri
$28K +$977 +17 +4%
SWA
174
Sutton Wealth Advisors
Florida
$25.1K
HIIFS
175
Harel Insurance Investments & Financial Services
Israel
$23K

UVV Hedge Fund Activity: Q1 2019 in Review

203 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2019, worth a combined $1.19B — up 3.2% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UVV positions and 18 closed out — a net gain of 5 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $12M. The largest seller was Fidelity Investments, cutting an estimated $35.3M.

  • 203 institutional investors held Universal Corp (UVV) as of Q1 2019, up from 200 in Q4 2018.
  • Funds reported $1.19B of Universal Corp stock for Q1 2019, up 3.2% quarter-over-quarter.
  • 23 funds opened new Universal Corp positions in Q1 2019 and 18 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q1 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $12M added.
  • The largest Universal Corp seller in Q1 2019 was Fidelity Investments, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2019.