Universal Corp
188 hedge funds and large institutions have $1.28B invested in Universal Corp in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 15 closing their positions.
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
6% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 67
1% more capital invested
Capital invested by funds: $1.27B → $1.28B (+$10.7M)
1% more funds holding
Funds holding: 187 → 188 (+1)
0.42% more ownership
Funds ownership: 96.4% → 96.83% (+0.42%)
27% less call options, than puts
Call options by funds: $8.26M | Put options by funds: $11.2M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$16.3M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.66M |
| 3 |
Renaissance Technologies
New York
|
+$5.55M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.05M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.6M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$6.65M |
| 3 |
AP
AHL Partners
London,
United Kingdom
|
-$5.97M |
| 4 |
LSC
Lesa Sroufe & Co
Seattle,
Washington
|
-$5.04M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Teacher Retirement System of Texas
Austin,
Texas
| – | -$174K | -3,020 | Closed |
|
|
CG
202
Cutler Group
San Francisco,
California
| – | -$45.4K | -769 | Closed |
|
203
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11K | -185 | Closed |
|
UVV Hedge Fund Activity: Q3 2016 in Review
188 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2016, worth a combined $1.28B — up 0.85% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new UVV positions and 15 closed out — a net gain of 2 holders — while 71 added to existing stakes and 67 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $16.3M. The largest seller was Fidelity Investments, cutting an estimated $18.6M.
- 188 institutional investors held Universal Corp (UVV) as of Q3 2016, up from 187 in Q2 2016.
- Funds reported $1.28B of Universal Corp stock for Q3 2016, up 0.85% quarter-over-quarter.
- 17 funds opened new Universal Corp positions in Q3 2016 and 15 closed out, a net change of +2 holders.
- The largest Universal Corp buyer in Q3 2016 was Schroder Investment Management Group, an estimated $16.3M added.
- The largest Universal Corp seller in Q3 2016 was Fidelity Investments, an estimated $18.6M sold.
Based on aggregated 13F filings for Q3 2016.