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Universal Corp

183 hedge funds and large institutions have $1.21B invested in Universal Corp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $2.36M

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

4% more capital invested

Capital invested by funds: $1.17B → $1.21B (+$41.7M)

0.2% more ownership

Funds ownership: 85.63%85.83% (+0.2%)

0% more funds holding

Funds holding: 183183 (0)

Holders
183
Holders Change
Holders Change %
0%
% of All Funds
3.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
69
Reduced
62
Closed
15
Calls
$3.95M
Puts
$2.36M
Net Calls
+$1.59M
Net Calls Change
+$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
176
Tompkins Financial
New York
$5K
GAM
177
Gemmer Asset Management
California
$4K
TWA
178
TCI Wealth Advisors
Arizona
$4K +$3.51K +65 New
EW
179
Evoke Wealth
California
$3.86K -$594 -11 -14%
BCA
180
Berman Capital Advisors
Georgia
$2K
CAW
181
Cornerstone Advisors (Washington)
Washington
$2K
TFO
182
Tarbox Family Office
California
$2K
GWS
183
Glassman Wealth Services
Virginia
$1K
State of Wisconsin Investment Board
184
State of Wisconsin Investment Board
Wisconsin
-$3.26M -59,441 Closed
BIM
185
Bogle Investment Management
Massachusetts
-$2.4M -43,830 Closed
MCM
186
Matarin Capital Management
New York
-$917K -16,730 Closed
Pacer Advisors
187
Pacer Advisors
Pennsylvania
-$742K -13,541 Closed
GH
188
GAM Holding
Switzerland
-$372K -6,793 Closed
AG
189
Algert Global
California
-$358K -6,537 Closed
B
190
Bailard
California
-$351K -6,400 Closed
TRCT
191
Tower Research Capital (TRC)
New York
-$238K -4,345 Closed
PA
192
Profund Advisors
Maryland
-$214K -3,899 Closed
PI
193
PEAK6 Investments
Illinois
-$150K -2,787 Closed
QT
194
Quantamental Technologies
New York
-$100K -1,818 Closed
Lazard Asset Management
195
Lazard Asset Management
New York
-$17K -311 Closed
TC
196
Truvestments Capital
Florida
-$10K -181 Closed
WCM
197
Whitener Capital Management
North Carolina
-$5K -100 Closed
AWM
198
Avior Wealth Management
Nebraska
-$3K -60 Closed

UVV Hedge Fund Activity: Q4 2019 in Review

183 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2019, worth a combined $1.21B — up 3.6% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UVV positions and 15 closed out — a net gain of 1 holder — while 69 added to existing stakes and 62 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $14.3M. The largest seller was Fidelity Investments, cutting an estimated $12M.

  • 183 institutional investors held Universal Corp (UVV) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $1.21B of Universal Corp stock for Q4 2019, up 3.6% quarter-over-quarter.
  • 16 funds opened new Universal Corp positions in Q4 2019 and 15 closed out, a net change of +1 holder.
  • The largest Universal Corp buyer in Q4 2019 was Pzena Investment Management, an estimated $14.3M added.
  • The largest Universal Corp seller in Q4 2019 was Fidelity Investments, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2019.