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Universal Corp

200 hedge funds and large institutions have $1.16B invested in Universal Corp in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

14% more call options, than puts

Call options by funds: $5.81M | Put options by funds: $5.09M

12% more funds holding

Funds holding: 179200 (+21)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 86.34%85.43% (-0.91%)

18% less capital invested

Capital invested by funds: $1.4B → $1.16B (-$246M)

Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
79
Reduced
55
Closed
10
Calls
$5.81M
Puts
$5.09M
Net Calls
+$727K
Net Calls Change
-$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
176
Huntington National Bank
Ohio
$16K
APA
177
American Portfolios Advisors
New York
$14.5K +$2.45K +38 +17%
Loomis, Sayles & Company
178
Loomis, Sayles & Company
Massachusetts
$13K -$8.63K -134 -36%
LC
179
Lindbrook Capital
California
$13K +$15.8K +245 New
PCM
180
Prelude Capital Management
New York
$11K -$1.93K -30 -13%
NFG
181
Next Financial Group
Texas
$11K
CIAS
182
Capital Investment Advisory Services
North Carolina
$11K +$12.9K +200 New
GWM
183
Geneos Wealth Management
Colorado
$10K
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$6K -$708 -11 -10%
GEA
185
Glen Eagle Advisors
New Jersey
$5.42K
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$5K -$6.44K -100 -50%
WCM
187
Whitener Capital Management
North Carolina
$5K
FHA
188
Flagship Harbor Advisors
Massachusetts
$5K +$64 +1 +1%
NIT
189
NumerixS Investment Technologies
British Columbia, Canada
$5K +$6.44K +100 New
AWM
190
Avior Wealth Management
Nebraska
$3K
GAM
191
Gemmer Asset Management
California
$3K
QCG
192
Quadrant Capital Group
Ohio
$3K
Twin Tree Management
193
Twin Tree Management
Texas
$3K +$4.06K +63 New
IA
194
IFP Advisors
Florida
$1K -$29.5K -458 -95%
GWS
195
Glassman Wealth Services
Virginia
$1K
FGC
196
Financial Gravity Companies
Texas
$1K +$773 +12 New
PWMG
197
Prestige Wealth Management Group
New Jersey
$1K +$1.03K +16 New
RCAG
198
Rehmann Capital Advisory Group
Michigan
$974
GT
199
Glenmede Trust
Pennsylvania
$4 +$5.47K +85 New
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
-$289K -4,446 Closed

UVV Hedge Fund Activity: Q4 2018 in Review

200 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2018, worth a combined $1.16B — down 18% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UVV positions and 10 closed out — a net gain of 24 holders — while 79 added to existing stakes and 55 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $16.8M. The largest seller was Fidelity Investments, cutting an estimated $51.4M.

  • 200 institutional investors held Universal Corp (UVV) as of Q4 2018, up from 179 in Q3 2018.
  • Funds reported $1.16B of Universal Corp stock for Q4 2018, down 18% quarter-over-quarter.
  • 34 funds opened new Universal Corp positions in Q4 2018 and 10 closed out, a net change of +24 holders.
  • The largest Universal Corp buyer in Q4 2018 was Renaissance Technologies, an estimated $16.8M added.
  • The largest Universal Corp seller in Q4 2018 was Fidelity Investments, an estimated $51.4M sold.

Based on aggregated 13F filings for Q4 2018.