Universal Corp
163 hedge funds and large institutions have $1.19B invested in Universal Corp in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 22 closing their positions.
8% more capital invested
Capital invested by funds: $1.1B → $1.19B (+$83M)
0.18% more ownership
Funds ownership: 93.52% → 93.7% (+0.18%)
3% less funds holding
Funds holding: 168 → 163 (-5)
18% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 22
24% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 68
24% less call options, than puts
Call options by funds: $2.92M | Put options by funds: $3.82M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$31M |
| 2 |
RA
Royce & Associates
New York
|
+$30.8M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$19.5M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$9.23M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$18.8M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$16.9M |
| 3 |
Bank of New York Mellon
New York
|
-$9.52M |
| 4 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$6.83M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Nomura Holdings
Tokyo,
Japan
| – | -$362K | -7,115 | Closed |
|
177
D.E. Shaw & Co
New York
| – | -$353K | -6,790 | Closed |
|
|
WIS
178
Wright Investors Service
Shelton,
Connecticut
| – | -$346K | -6,790 | Closed |
|
179
Jane Street
New York
| – | -$328K | -6,431 | Closed |
|
|
NPPM
180
North Point Portfolio Managers
Orange Village,
Ohio
| – | -$248K | -4,875 | Closed |
|
|
WMSA
181
Weiss Multi-Strategy Advisers
New York
| – | -$211K | -4,140 | Closed |
|
|
CIM
182
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$126K | -2,465 | Closed |
|
183
California Public Employees Retirement System
Sacramento,
California
| – | -$53K | -1,040 | Closed |
|
184
Group One Trading
Chicago,
Illinois
| – | -$51K | -1,000 | Closed |
|
185
Envestnet Asset Management
Chicago,
Illinois
| – | -$4K | -76 | Closed |
|
UVV Hedge Fund Activity: Q4 2013 in Review
163 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2013, worth a combined $1.19B — up 7.5% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of UVV and 18 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 52 added.
The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $31M. The largest seller was Acadian Asset Management, cutting an estimated $18.8M.
- 163 institutional investors held Universal Corp (UVV) as of Q4 2013, down from 168 in Q3 2013.
- Funds reported $1.19B of Universal Corp stock for Q4 2013, up 7.5% quarter-over-quarter.
- 18 funds opened new Universal Corp positions in Q4 2013 and 22 closed out, a net change of -4 holders.
- The largest Universal Corp buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $31M added.
- The largest Universal Corp seller in Q4 2013 was Acadian Asset Management, an estimated $18.8M sold.
Based on aggregated 13F filings for Q4 2013.