Universal Corp
166 hedge funds and large institutions have $1.03B invested in Universal Corp in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 17 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 50
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
2.84% more ownership
Funds ownership: 94.03% → 96.87% (+2.8%)
2% more funds holding
Funds holding: 163 → 166 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less call options, than puts
Call options by funds: $3.39M | Put options by funds: $4.25M
30% less capital invested
Capital invested by funds: $1.48B → $1.03B (-$447M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.6M |
| 2 |
O
OppenheimerFunds
New York
|
+$14.3M |
| 3 |
Morgan Stanley
New York
|
+$8.98M |
| 4 |
GXMC
Global X Management Company
New York
|
+$5.49M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$5.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$522M |
| 2 |
RA
Royce & Associates
New York
|
-$25.9M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$10.2M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$9.34M |
| 5 |
Bank of New York Mellon
New York
|
-$8.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$296K | -6,701 | Closed |
|
177
Wellington Management Group
Boston,
Massachusetts
| – | -$268K | -6,091 | Closed |
|
178
SG Americas Securities
New York
| – | -$205K | -4,663 | Closed |
|
|
NPC
179
National Planning Corporation
El Segundo,
California
| – | -$157K | -3,863 | Closed |
|
|
SOADOR
180
State of Alaska Department of Revenue
Juneau,
Alaska
| – | -$35K | -800 | Closed |
|
|
LIA
181
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$24K | -550 | Closed |
|
|
SSG
182
Summit Securities Group
New York
| – | -$11K | -254 | Closed |
|
183
Envestnet Asset Management
Chicago,
Illinois
| – | -$3K | -58 | Closed |
|
UVV Hedge Fund Activity: Q1 2015 in Review
166 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2015, worth a combined $1.03B — down 30% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UVV positions and 17 closed out — a net gain of 4 holders — while 63 added to existing stakes and 50 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $23.6M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $522M sold.
- 166 institutional investors held Universal Corp (UVV) as of Q1 2015, up from 163 in Q4 2014.
- Funds reported $1.03B of Universal Corp stock for Q1 2015, down 30% quarter-over-quarter.
- 21 funds opened new Universal Corp positions in Q1 2015 and 17 closed out, a net change of +4 holders.
- The largest Universal Corp buyer in Q1 2015 was Fidelity Investments, an estimated $23.6M added.
- The largest Universal Corp seller in Q1 2015 was Americafirst Capital Management, an estimated $522M sold.
Based on aggregated 13F filings for Q1 2015.