Universal Corp
163 hedge funds and large institutions have $1.48B invested in Universal Corp in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 40 closing their positions.
2.05% more ownership
Funds ownership: 91.99% → 94.03% (+2%)
6% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 54
6% less funds holding
Funds holding: 174 → 163 (-11)
23% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 40
39% less capital invested
Capital invested by funds: $2.42B → $1.48B (-$945M)
53% less call options, than puts
Call options by funds: $2.35M | Put options by funds: $5.02M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.5M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$12.3M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$11.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$10.7M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$8.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$20.7M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$11.2M |
| 3 |
State Street
Boston,
Massachusetts
|
-$9.11M |
| 4 |
Morgan Stanley
New York
|
-$8.43M |
| 5 |
Jane Street
New York
|
-$7.48M |
UVV Hedge Fund Activity: Q4 2014 in Review
163 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2014, worth a combined $1.48B — down 39% from $2.42B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of UVV and 31 opened new positions — a net loss of 9 holders — while 54 trimmed existing stakes and 57 added.
The largest buyer was Fidelity Investments, adding an estimated $27.5M. The largest seller was BlackRock Fund Advisors, cutting an estimated $20.7M.
- 163 institutional investors held Universal Corp (UVV) as of Q4 2014, down from 174 in Q3 2014.
- Funds reported $1.48B of Universal Corp stock for Q4 2014, down 39% quarter-over-quarter.
- 31 funds opened new Universal Corp positions in Q4 2014 and 40 closed out, a net change of -9 holders.
- The largest Universal Corp buyer in Q4 2014 was Fidelity Investments, an estimated $27.5M added.
- The largest Universal Corp seller in Q4 2014 was BlackRock Fund Advisors, an estimated $20.7M sold.
Based on aggregated 13F filings for Q4 2014.