Universal Corp
191 hedge funds and large institutions have $1.41B invested in Universal Corp in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 24 closing their positions.
42% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 24
41% more call options, than puts
Call options by funds: $8.72M | Put options by funds: $6.18M
40% more capital invested
Capital invested by funds: $1.01B → $1.41B (+$404M)
5% more funds holding
Funds holding: 182 → 191 (+9)
3.07% more ownership
Funds ownership: 82.89% → 85.96% (+3.1%)
8% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.6M |
| 2 |
RA
Royce & Associates
New York
|
+$8.9M |
| 3 |
Goldman Sachs
New York
|
+$8.5M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$7.77M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$6.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$8.63M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$7.81M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.73M |
| 5 |
Pzena Investment Management
New York
|
-$3.38M |
UVV Hedge Fund Activity: Q2 2018 in Review
191 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2018, worth a combined $1.41B — up 40% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new UVV positions and 24 closed out — a net gain of 10 holders — while 64 added to existing stakes and 59 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $13.6M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.
- 191 institutional investors held Universal Corp (UVV) as of Q2 2018, up from 182 in Q1 2018.
- Funds reported $1.41B of Universal Corp stock for Q2 2018, up 40% quarter-over-quarter.
- 34 funds opened new Universal Corp positions in Q2 2018 and 24 closed out, a net change of +10 holders.
- The largest Universal Corp buyer in Q2 2018 was Fidelity Investments, an estimated $13.6M added.
- The largest Universal Corp seller in Q2 2018 was Morgan Stanley, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2018.