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Universal Corp

186 hedge funds and large institutions have $867M invested in Universal Corp in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more funds holding

Funds holding: 182186 (+4)

1.75% less ownership

Funds ownership: 85.24%83.49% (-1.8%)

7% less capital invested

Capital invested by funds: $930M → $867M (-$62.7M)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

42% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $2.96M

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
60
Reduced
69
Closed
20
Calls
$1.72M
Puts
$2.96M
Net Calls
-$1.23M
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Evoke Wealth
California
$4K +$1.41K +32 +47%
GAM
177
Gemmer Asset Management
California
$3K -$1.72K -39 -40%
APA
178
American Portfolios Advisors
New York
$2.3K -$29.6K -672 -93%
TWA
179
TCI Wealth Advisors
Arizona
$2K
QCG
180
Quadrant Capital Group
Ohio
$1K -$22.5K -511 -96%
CCA
181
Column Capital Advisors
Indiana
$1K
PWMG
182
Prestige Wealth Management Group
New Jersey
$1K
TFO
183
Tarbox Family Office
California
$1K
DRZID
184
DePrince Race & Zollo Inc (DRZ)
Florida
-$19.9M -450,696 Closed
Holocene Advisors
185
Holocene Advisors
New York
-$1.46M -32,924 Closed
NFC
186
Northeast Financial Consultants
Connecticut
-$486K -11,000 Closed
DTL
187
Dynamic Technology Lab
Singapore
-$470K -10,639 Closed
Wellington Management Group
188
Wellington Management Group
Massachusetts
-$436K -9,878 Closed
MERSOM
189
Municipal Employees' Retirement System of Michigan
Michigan
-$338K -7,640 Closed
GC
190
Guggenheim Capital
Illinois
-$289K -6,548 Closed
MFG
191
Magnus Financial Group
New York
-$256K -5,787 Closed
SW
192
SteelPeak Wealth
California
-$206K -4,650 Closed
AIM
193
Aigen Investment Management
New York
-$88K -2,000 Closed
Simplex Trading
194
Simplex Trading
Illinois
-$68K -1,546 Closed
CG
195
Cutler Group
California
-$51K -1,172 Closed
SL
196
Salomon & Ludwin
Virginia
-$37K -838 Closed
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
-$34K -760 Closed
SWA
198
Sutton Wealth Advisors
Florida
-$19.3K -436 Closed
ASN
199
Advisory Services Network
Georgia
-$5K -116 Closed
HNB
200
Huntington National Bank
Ohio
-$3K -66 Closed

UVV Hedge Fund Activity: Q2 2020 in Review

186 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2020, worth a combined $867M — down 6.7% from $930M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UVV positions and 20 closed out — a net gain of 5 holders — while 60 added to existing stakes and 69 trimmed.

The largest buyer was Invesco, adding an estimated $8.09M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $19.9M sold.

  • 186 institutional investors held Universal Corp (UVV) as of Q2 2020, up from 182 in Q1 2020.
  • Funds reported $867M of Universal Corp stock for Q2 2020, down 6.7% quarter-over-quarter.
  • 25 funds opened new Universal Corp positions in Q2 2020 and 20 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q2 2020 was Invesco, an estimated $8.09M added.
  • The largest Universal Corp seller in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2020.