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Universal Corp

202 hedge funds and large institutions have $1.3B invested in Universal Corp in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 59

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $1.19B → $1.3B (+$107M)

2.7% more ownership

Funds ownership: 82.82%85.51% (+2.7%)

0% less funds holding

Funds holding: 203202 (-1)

52% less call options, than puts

Call options by funds: $5.74M | Put options by funds: $12.1M

Holders
202
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
77
Reduced
59
Closed
31
Calls
$5.74M
Puts
$12.1M
Net Calls
-$6.34M
Net Calls Change
-$7.68M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
176
Advisory Services Network
Georgia
$30K +$56 +1 +0.2%
SWA
177
Sutton Wealth Advisors
Florida
$26.5K
WT
178
Whittier Trust
California
$25K
MAM
179
Meeder Asset Management
Ohio
$25K +$22.9K +409 New
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$24K -$29.9K -533 -57%
FHA
181
Flagship Harbor Advisors
Massachusetts
$24K -$8.29K -148 -27%
DAM
182
Delta Asset Management
Tennessee
$18K
HNB
183
Huntington National Bank
Ohio
$18K
WB
184
Webster Bank
Connecticut
$18K
LC
185
Lindbrook Capital
California
$13K -$1.57K -28 -11%
CIAS
186
Capital Investment Advisory Services
North Carolina
$12K
TC
187
Truvestments Capital
Florida
$11K
NFG
188
Next Financial Group
Texas
$9K -$2.8K -50 -25%
PCP
189
Proficio Capital Partners
Massachusetts
$7K -$22.5K -401 -79%
GEA
190
Glen Eagle Advisors
New Jersey
$6.08K
PHK
191
Point72 Hong Kong
Hong Kong
$6K -$95.8K -1,709 -94%
WCM
192
Whitener Capital Management
North Carolina
$6K
TF
193
Tompkins Financial
New York
$5K -$6.67K -119 -60%
PA
194
Parallel Advisors
California
$5K +$4.59K +82 New
AWM
195
Avior Wealth Management
Nebraska
$4K
GAM
196
Gemmer Asset Management
California
$4K
TFO
197
Tarbox Family Office
California
$4K +$3.25K +58 New
TWA
198
TCI Wealth Advisors
Arizona
$2K +$2.02K +36 New
FHA
199
First Horizon Advisors
Tennessee
$1K -$1.18K -21 -43%
GWS
200
Glassman Wealth Services
Virginia
$1K

UVV Hedge Fund Activity: Q2 2019 in Review

202 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2019, worth a combined $1.3B — up 9% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UVV positions and 31 closed out — a net gain of 5 holders — while 77 added to existing stakes and 59 trimmed.

The largest buyer was ETF Managers Group, opening a new position worth an estimated $19.6M. The largest seller was Royce & Associates, exiting entirely with an estimated $17.7M sold.

  • 202 institutional investors held Universal Corp (UVV) as of Q2 2019, down from 203 in Q1 2019.
  • Funds reported $1.3B of Universal Corp stock for Q2 2019, up 9% quarter-over-quarter.
  • 36 funds opened new Universal Corp positions in Q2 2019 and 31 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q2 2019 was ETF Managers Group, an estimated $19.6M added.
  • The largest Universal Corp seller in Q2 2019 was Royce & Associates, an estimated $17.7M sold.

Based on aggregated 13F filings for Q2 2019.