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Universal Corp

188 hedge funds and large institutions have $1.28B invested in Universal Corp in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

1% more capital invested

Capital invested by funds: $1.27B → $1.28B (+$10.7M)

1% more funds holding

Funds holding: 187188 (+1)

0.42% more ownership

Funds ownership: 96.4%96.83% (+0.42%)

27% less call options, than puts

Call options by funds: $8.26M | Put options by funds: $11.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
71
Reduced
67
Closed
15
Calls
$8.26M
Puts
$11.2M
Net Calls
-$2.99M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
176
Loomis, Sayles & Company
Massachusetts
$8K +$3.01K +51 +61%
US Bancorp
177
US Bancorp
Minnesota
$6K +$826 +14 +16%
AIM
178
Advantage Investment Management
Iowa
$6K +$6.37K +108 New
ST
179
Smithfield Trust
Pennsylvania
$5K
AWM
180
Avior Wealth Management
Nebraska
$4K +$4.43K +75 New
TCIM
181
TIAA CREF Investment Management
New York
$3.93K -$33.7K -571 -0.8%
GAM
182
Gemmer Asset Management
California
$3K
WEC
183
Winslow Evans & Crocker
Massachusetts
$2.27K
DA
184
Denali Advisors
California
$2K
FNB
185
Farmers National Bank
Kentucky
$1.7K -$43.7K -740 -2%
QCG
186
Quadrant Capital Group
Ohio
$1K
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$1K
VOYA Investment Management
188
VOYA Investment Management
Georgia
$909
LSC
189
Lesa Sroufe & Co
Washington
-$5.04M -87,308 Closed
CCMH
190
Cornerstone Capital Management Holdings
New York
-$1.3M -22,600 Closed
Two Sigma Investments
191
Two Sigma Investments
New York
-$738K -12,781 Closed
M&T Bank
192
M&T Bank
New York
-$677K -11,724 Closed
LCM
193
Landscape Capital Management
New Jersey
-$468K -8,100 Closed
FA
194
FCG Advisors
New Jersey
-$366K -6,340 Closed
AIM
195
Alambic Investment Management
California
-$271K -4,700 Closed
MF
196
Magnetar Financial
Illinois
-$247K -4,279 Closed
HighTower Advisors
197
HighTower Advisors
Illinois
-$222K -3,833 Closed
EMG
198
Ellington Management Group
Connecticut
-$219K -3,800 Closed
PP
199
Paloma Partners
Connecticut
-$218K -3,776 Closed
SMH
200
Sanders Morris Harris
Texas
-$216K -3,733 Closed

UVV Hedge Fund Activity: Q3 2016 in Review

188 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2016, worth a combined $1.28B — up 0.85% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UVV positions and 15 closed out — a net gain of 2 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $16.3M. The largest seller was Fidelity Investments, cutting an estimated $18.6M.

  • 188 institutional investors held Universal Corp (UVV) as of Q3 2016, up from 187 in Q2 2016.
  • Funds reported $1.28B of Universal Corp stock for Q3 2016, up 0.85% quarter-over-quarter.
  • 17 funds opened new Universal Corp positions in Q3 2016 and 15 closed out, a net change of +2 holders.
  • The largest Universal Corp buyer in Q3 2016 was Schroder Investment Management Group, an estimated $16.3M added.
  • The largest Universal Corp seller in Q3 2016 was Fidelity Investments, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2016.