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Universal Corp

182 hedge funds and large institutions have $1.01B invested in Universal Corp in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 61

2% more funds holding

Funds holding: 178182 (+4)

0.45% more ownership

Funds ownership: 82.44%82.89% (+0.45%)

8% less call options, than puts

Call options by funds: $2.97M | Put options by funds: $3.22M

7% less capital invested

Capital invested by funds: $1.09B → $1.01B (-$80.5M)

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
4.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
68
Reduced
61
Closed
21
Calls
$2.97M
Puts
$3.22M
Net Calls
-$254K
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
176
Gemmer Asset Management
California
$3K +$149 +3 +5%
FGC
177
Financial Gravity Companies
Texas
$2K -$149 -3 -6%
FGAM
178
Financial Gravity Asset Management
Texas
$2K +$2.18K +44 New
QCG
179
Quadrant Capital Group
Ohio
$2K +$2.63K +53 +265%
WEC
180
Winslow Evans & Crocker
Massachusetts
$1.89K
Nomura Holdings
181
Nomura Holdings
Japan
$628 +$644K +12,985 New
Barrow, Hanley, Mewhinney & Strauss
182
Barrow, Hanley, Mewhinney & Strauss
Texas
-$4.91M -93,434 Closed
LSV Asset Management
183
LSV Asset Management
Illinois
-$2.36M -44,952 Closed
MAM
184
Martingale Asset Management
Massachusetts
-$2.15M -40,907 Closed
CIC
185
Crawford Investment Counsel
Georgia
-$1M -19,039 Closed
Wellington Management Group
186
Wellington Management Group
Massachusetts
-$710K -13,533 Closed
ACI
187
AMP Capital Investors
Australia
-$672K -12,800 Closed
CPO
188
Cerity Partners OCIO
New York
-$558K -10,634 Closed
SSA
189
Schonfeld Strategic Advisors
New York
-$390K -7,428 Closed
B
190
Bailard
California
-$378K -7,200 Closed
TC
191
Trilogy Capital
California
-$374K -7,122 Closed
PP
192
Paloma Partners
Connecticut
-$263K -5,003 Closed
TTWM
193
TCV Trust & Wealth Management
Virginia
-$224K -4,275 Closed
Parallax Volatility Advisers
194
Parallax Volatility Advisers
California
-$201K -3,822 Closed
TRCT
195
Tower Research Capital (TRC)
New York
-$46K -868 Closed
EWM
196
Evercore Wealth Management
New York
-$28K -529 Closed
PWM
197
Paulson Wealth Management
Illinois
-$22K -410 Closed
Macquarie Group
198
Macquarie Group
Australia
-$21K -400 Closed
PA
199
Parallel Advisors
California
-$2K -36 Closed
FMA
200
FNY Managed Accounts
New York
-$1K -34 Closed

UVV Hedge Fund Activity: Q1 2018 in Review

182 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2018, worth a combined $1.01B — down 7.4% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UVV positions and 21 closed out — a net gain of 6 holders — while 68 added to existing stakes and 61 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Vanguard Group, cutting an estimated $26.6M.

  • 182 institutional investors held Universal Corp (UVV) as of Q1 2018, up from 178 in Q4 2017.
  • Funds reported $1.01B of Universal Corp stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 27 funds opened new Universal Corp positions in Q1 2018 and 21 closed out, a net change of +6 holders.
  • The largest Universal Corp buyer in Q1 2018 was Fidelity Investments, an estimated $72.4M added.
  • The largest Universal Corp seller in Q1 2018 was Vanguard Group, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2018.