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Universal Corp

186 hedge funds and large institutions have $867M invested in Universal Corp in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more funds holding

Funds holding: 182186 (+4)

1.75% less ownership

Funds ownership: 85.24%83.49% (-1.8%)

7% less capital invested

Capital invested by funds: $930M → $867M (-$62.7M)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

42% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $2.96M

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
60
Reduced
69
Closed
20
Calls
$1.72M
Puts
$2.96M
Net Calls
-$1.23M
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
151
Eudaimonia Partners
Tennessee
$48K
Lazard Asset Management
152
Lazard Asset Management
New York
$47K -$15.3K -347 -24%
VCM
153
Versant Capital Management
Arizona
$44K -$308 -7 -0.7%
Federated Hermes
154
Federated Hermes
Pennsylvania
$43K -$2.92M -66,444 -98%
FHA
155
Flagship Harbor Advisors
Massachusetts
$43K -$2.11K -48 -5%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$34K -$7.04K -160 -16%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$33K +$2.6K +59 +8%
PK
158
Pflug Koory
Nebraska
$26K
BAMG
159
Brand Asset Management Group
Missouri
$26K +$396 +9 +2%
HWA
160
HHM Wealth Advisors
Tennessee
$17K
WT
161
Whittier Trust
California
$17K
PI
162
PEAK6 Investments
Illinois
$14K -$2.2M -50,118 -99%
DAM
163
Delta Asset Management
Tennessee
$13K
WB
164
Webster Bank
Connecticut
$13K
US Bancorp
165
US Bancorp
Minnesota
$12K -$23K -524 -65%
PAG
166
Private Advisor Group
New Jersey
$11K +$11K +250 New
PA
167
Parallel Advisors
California
$9K -$36.7K -834 -79%
RMC
168
Resources Management Corp
Connecticut
$9K
MLFP
169
MPS Loria Financial Planners
Illinois
$9K +$8.88K +202 New
MAM
170
Meeder Asset Management
Ohio
$8K -$11.8K -269 -59%
GT
171
Glenmede Trust
Pennsylvania
$7K -$1.36K -31 -14%
TC
172
Truvestments Capital
Florida
$7K
OPS
173
Orion Portfolio Solutions
Nebraska
$7K +$4.79K +109 +165%
GEA
174
Glen Eagle Advisors
New Jersey
$4.25K
LC
175
Lindbrook Capital
California
$4K -$5.06K -115 -53%

UVV Hedge Fund Activity: Q2 2020 in Review

186 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2020, worth a combined $867M — down 6.7% from $930M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UVV positions and 20 closed out — a net gain of 5 holders — while 60 added to existing stakes and 69 trimmed.

The largest buyer was Invesco, adding an estimated $8.09M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $19.9M sold.

  • 186 institutional investors held Universal Corp (UVV) as of Q2 2020, up from 182 in Q1 2020.
  • Funds reported $867M of Universal Corp stock for Q2 2020, down 6.7% quarter-over-quarter.
  • 25 funds opened new Universal Corp positions in Q2 2020 and 20 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q2 2020 was Invesco, an estimated $8.09M added.
  • The largest Universal Corp seller in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2020.