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Universal Corp

183 hedge funds and large institutions have $1.21B invested in Universal Corp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $2.36M

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

4% more capital invested

Capital invested by funds: $1.17B → $1.21B (+$41.7M)

0.2% more ownership

Funds ownership: 85.63%85.83% (+0.2%)

0% more funds holding

Funds holding: 183183 (0)

Holders
183
Holders Change
Holders Change %
0%
% of All Funds
3.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
69
Reduced
62
Closed
15
Calls
$3.95M
Puts
$2.36M
Net Calls
+$1.59M
Net Calls Change
+$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
151
Flagship Harbor Advisors
Massachusetts
$63K +$13.7K +254 +30%
FGAM
152
Financial Gravity Asset Management
Texas
$57K +$216 +4 New
IA
153
IFP Advisors
Florida
$50K -$54.1K -1,003 -53%
MOACM
154
Mutual of America Capital Management
New York
$50K -$2.97K -55 -6%
LMAM
155
Legg Mason Asset Management
Japan
$49K +$2.16K +40 +5%
VCM
156
Versant Capital Management
Arizona
$47K +$810 +15 +2%
SL
157
Salomon & Ludwin
Virginia
$44K
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$43K +$540 +10 +1%
APA
159
American Portfolios Advisors
New York
$38.7K
PK
160
Pflug Koory
Nebraska
$34K
PFBT
161
Parkside Financial Bank & Trust
Missouri
$34K +$4.86K +90 +18%
QCG
162
Quadrant Capital Group
Ohio
$33K
BAMG
163
Brand Asset Management Group
Missouri
$33K +$432 +8 +1%
US Bancorp
164
US Bancorp
Minnesota
$31K -$6.96K -129 -19%
ASN
165
Advisory Services Network
Georgia
$30K +$918 +17 +3%
SWA
166
Sutton Wealth Advisors
Florida
$24.9K
WT
167
Whittier Trust
California
$23K
DAM
168
Delta Asset Management
Tennessee
$17K
WB
169
Webster Bank
Connecticut
$17K
1IA
170
1834 Investment Advisors
Wisconsin
$17K +$15.7K +290 New
PA
171
Parallel Advisors
California
$12K -$1.67K -31 -13%
LC
172
Lindbrook Capital
California
$12K
GT
173
Glenmede Trust
Pennsylvania
$12K +$3.99K +74 +52%
RMC
174
Resources Management Corp
Connecticut
$11K
GEA
175
Glen Eagle Advisors
New Jersey
$5.71K

UVV Hedge Fund Activity: Q4 2019 in Review

183 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2019, worth a combined $1.21B — up 3.6% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UVV positions and 15 closed out — a net gain of 1 holder — while 69 added to existing stakes and 62 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $14.3M. The largest seller was Fidelity Investments, cutting an estimated $12M.

  • 183 institutional investors held Universal Corp (UVV) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $1.21B of Universal Corp stock for Q4 2019, up 3.6% quarter-over-quarter.
  • 16 funds opened new Universal Corp positions in Q4 2019 and 15 closed out, a net change of +1 holder.
  • The largest Universal Corp buyer in Q4 2019 was Pzena Investment Management, an estimated $14.3M added.
  • The largest Universal Corp seller in Q4 2019 was Fidelity Investments, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2019.