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Universal Corp

187 hedge funds and large institutions have $1.27B invested in Universal Corp in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $3.83M

2% more capital invested

Capital invested by funds: $1.24B → $1.27B (+$23.9M)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.24% less ownership

Funds ownership: 97.65%96.4% (-1.2%)

8% less funds holding

Funds holding: 203187 (-16)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

Holders
187
Holders Change
-16
Holders Change %
-7.88%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
69
Reduced
68
Closed
27
Calls
$5.6M
Puts
$3.83M
Net Calls
+$1.77M
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
176
Thompson Davis & Co
Virginia
$14K
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$11K
GWM
178
Geneos Wealth Management
Colorado
$10K -$2.53K -46 -20%
VIA
179
Vantage Investment Advisors
Pennsylvania
$8K
Loomis, Sayles & Company
180
Loomis, Sayles & Company
Massachusetts
$5K -$19.6K -355 -81%
US Bancorp
181
US Bancorp
Minnesota
$5K -$1.71K -31 -26%
ST
182
Smithfield Trust
Pennsylvania
$5K +$4.96K +90 New
GAM
183
Gemmer Asset Management
California
$3K
WEC
184
Winslow Evans & Crocker
Massachusetts
$2.25K +$55 +1 +3%
DA
185
Denali Advisors
California
$2K
PRCM
186
Pine River Capital Management
Minnesota
$1.05K
QCG
187
Quadrant Capital Group
Ohio
$1K
WAM
188
Wealthspire Advisors (Maryland)
Maryland
$1K
APG Asset Management
189
APG Asset Management
Netherlands
-$4.97M -87,477 Closed
NI
190
Numeric Investors
Massachusetts
-$1.89M -33,300 Closed
Barrow, Hanley, Mewhinney & Strauss
191
Barrow, Hanley, Mewhinney & Strauss
Texas
-$1.65M -29,056 Closed
CIM
192
Cambria Investment Management
California
-$1.45M -25,516 Closed
GCP
193
GSA Capital Partners
United Kingdom
-$1.21M -21,230 Closed
CIP
194
Convergence Investment Partners
Florida
-$1.18M -20,844 Closed
Capital Fund Management (CFM)
195
Capital Fund Management (CFM)
France
-$1.17M -20,597 Closed
GT
196
Glenmede Trust
Pennsylvania
-$944K -16,620 Closed
ACM
197
Americafirst Capital Management
California
-$918K -16,151 Closed
Franklin Resources
198
Franklin Resources
California
-$458K -8,059 Closed
SG Americas Securities
199
SG Americas Securities
New York
-$457K -8,037 Closed
Citadel Advisors
200
Citadel Advisors
Florida
-$332K -6,030 Closed

UVV Hedge Fund Activity: Q2 2016 in Review

187 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2016, worth a combined $1.27B — up 1.9% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UVV and 14 opened new positions — a net loss of 13 holders — while 68 trimmed existing stakes and 69 added.

The largest buyer was Invesco, adding an estimated $10.4M. The largest seller was Deutsche Bank, cutting an estimated $8.7M.

  • 187 institutional investors held Universal Corp (UVV) as of Q2 2016, down from 203 in Q1 2016.
  • Funds reported $1.27B of Universal Corp stock for Q2 2016, up 1.9% quarter-over-quarter.
  • 14 funds opened new Universal Corp positions in Q2 2016 and 27 closed out, a net change of -13 holders.
  • The largest Universal Corp buyer in Q2 2016 was Invesco, an estimated $10.4M added.
  • The largest Universal Corp seller in Q2 2016 was Deutsche Bank, an estimated $8.7M sold.

Based on aggregated 13F filings for Q2 2016.