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Universal Corp

174 hedge funds and large institutions have $2.42B invested in Universal Corp in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $1.21B → $2.42B (+$1.22B)

0% more funds holding

Funds holding: 174174 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

1.87% less ownership

Funds ownership: 93.85%91.99% (-1.9%)

58% less call options, than puts

Call options by funds: $2.76M | Put options by funds: $6.51M

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
59
Closed
22
Calls
$2.76M
Puts
$6.51M
Net Calls
-$3.75M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
176
IMS Capital Management
Oregon
-$576K -10,400 Closed
FA
177
FCG Advisors
New Jersey
-$500K -9,027 Closed
Axa
178
Axa
France
-$487K -8,800 Closed
NB
179
Norinchukin Bank
Japan
-$454K -8,200 Closed
ARC
180
Absolute Return Capital
Massachusetts
-$431K -7,795 Closed
Natixis Advisors
181
Natixis Advisors
Massachusetts
-$416K -7,508 Closed
OTPPB
182
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$325K -5,871 Closed
Stifel Financial
183
Stifel Financial
Missouri
-$319K -5,753 Closed
PA
184
Profund Advisors
Maryland
-$316K -5,718 Closed
MIC
185
MU Investments Company
Japan
-$270K -4,940 Closed
Truist Financial
186
Truist Financial
North Carolina
-$261K -4,711 Closed
LPL Financial
187
LPL Financial
California
-$253K -4,563 Closed
FMBTD
188
First Midwest Bank Trust Division
Illinois
-$246K -4,445 Closed
HighTower Advisors
189
HighTower Advisors
Illinois
-$208K -3,750 Closed
ARTA
190
A.R.T. Advisors
New York
-$207K -3,747 Closed
BWFA
191
Baltimore-Washington Financial Advisors
Maryland
-$127K -2,300 Closed
RIM
192
RS Investment Management
California
-$125K -2,254 Closed
ACS
193
Archford Capital Strategies
Illinois
-$8.03K -145 Closed
OSAM
194
O'Shaughnessy Asset Management
Connecticut
-$2K -45 Closed
NES
195
New England Securities
New York
-$1K -27 Closed

UVV Hedge Fund Activity: Q3 2014 in Review

174 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2014, worth a combined $2.42B — up 101% from $1.21B a quarter earlier.

Fund positioning in UVV was balanced in Q3 2014: 22 funds opened new positions, 22 closed out, 59 added to existing stakes and 59 trimmed.

The largest buyer was Royce & Associates, adding an estimated $31.7M. The largest seller was BlackRock Fund Advisors, cutting an estimated $113M.

  • 174 institutional investors held Universal Corp (UVV) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $2.42B of Universal Corp stock for Q3 2014, up 101% quarter-over-quarter.
  • 22 funds opened new Universal Corp positions in Q3 2014 and 22 closed out, a net change of 0 holders.
  • The largest Universal Corp buyer in Q3 2014 was Royce & Associates, an estimated $31.7M added.
  • The largest Universal Corp seller in Q3 2014 was BlackRock Fund Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2014.