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Universal Corp

203 hedge funds and large institutions have $1.19B invested in Universal Corp in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $991K

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

2% more funds holding

Funds holding: 200203 (+3)

3% more capital invested

Capital invested by funds: $1.16B → $1.19B (+$36.6M)

2.62% less ownership

Funds ownership: 85.43%82.82% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
203
Holders Change
+3
Holders Change %
+1.5%
% of All Funds
4.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
84
Reduced
55
Closed
18
Calls
$2.33M
Puts
$991K
Net Calls
+$1.34M
Net Calls Change
+$610K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
176
Whittier Trust
California
$23K
US Bancorp
177
US Bancorp
Minnesota
$22K
DAM
178
Delta Asset Management
Tennessee
$17K
HNB
179
Huntington National Bank
Ohio
$17K
MA
180
MUFG Americas
New York
$17K +$16.6K +289 New
WB
181
Webster Bank
Connecticut
$17K +$17.2K +300 New
LC
182
Lindbrook Capital
California
$14K
TF
183
Tompkins Financial
New York
$12K -$11.5K -200 -50%
CIAS
184
Capital Investment Advisory Services
North Carolina
$12K
NFG
185
Next Financial Group
Texas
$12K
NFH
186
NEXT Financial Holdings
Texas
$12K +$11.5K +200 New
MWNA
187
Marshall Wace North America
New York
$11K +$11.3K +197 New
GWM
188
Geneos Wealth Management
Colorado
$10K
TC
189
Truvestments Capital
Florida
$10K +$10.4K +181 New
WAM
190
Wealthspire Advisors (Maryland)
Maryland
$6K
GEA
191
Glen Eagle Advisors
New Jersey
$5.76K
WCM
192
Whitener Capital Management
North Carolina
$5K
MNBTD
193
Moody National Bank Trust Division
Texas
$5K +$4.83K +84 New
GAM
194
Gemmer Asset Management
California
$4K
AWM
195
Avior Wealth Management
Nebraska
$3K
WEC
196
Winslow Evans & Crocker
Massachusetts
$2K +$460 +8 New
FHA
197
First Horizon Advisors
Tennessee
$2K +$2.81K +49 New
RCAG
198
Rehmann Capital Advisory Group
Michigan
$1.04K
GWS
199
Glassman Wealth Services
Virginia
$1K
CAM
200
Cresset Asset Management
Illinois
$1K +$919 +16 +229%

UVV Hedge Fund Activity: Q1 2019 in Review

203 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2019, worth a combined $1.19B — up 3.2% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UVV positions and 18 closed out — a net gain of 5 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $12M. The largest seller was Fidelity Investments, cutting an estimated $35.3M.

  • 203 institutional investors held Universal Corp (UVV) as of Q1 2019, up from 200 in Q4 2018.
  • Funds reported $1.19B of Universal Corp stock for Q1 2019, up 3.2% quarter-over-quarter.
  • 23 funds opened new Universal Corp positions in Q1 2019 and 18 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q1 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $12M added.
  • The largest Universal Corp seller in Q1 2019 was Fidelity Investments, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2019.