Universal Corp
174 hedge funds and large institutions have $1.25B invested in Universal Corp in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 32 closing their positions.
3% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 68
4.44% less ownership
Funds ownership: 90.23% → 85.79% (-4.4%)
11% less funds holding
Funds holding: 195 → 174 (-21)
16% less capital invested
Capital invested by funds: $1.48B → $1.25B (-$232M)
33% less call options, than puts
Call options by funds: $2.18M | Put options by funds: $3.25M
63% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$7.54M |
| 2 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$4.38M |
| 3 |
Pzena Investment Management
New York
|
+$3.92M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$2.75M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$15.7M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$15M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.12M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$8.08M |
| 5 |
BlackRock
New York
|
-$7.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Group One Trading
Chicago,
Illinois
| – | -$65.8K | -1,100 | Closed |
|
202
Pacer Advisors
Malvern,
Pennsylvania
| – | -$49K | -756 | Closed |
|
203
Nomura Asset Management
Tokyo,
Japan
| – | -$25K | -380 | Closed |
|
|
MLFP
204
MPS Loria Financial Planners
Burr Ridge,
Illinois
| – | -$12K | -202 | Closed |
|
|
DPA
205
Delphi Private Advisors
San Diego,
California
| – | -$7K | -127 | Closed |
|
UVV Hedge Fund Activity: Q3 2017 in Review
174 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2017, worth a combined $1.25B — down 16% from $1.48B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of UVV and 12 opened new positions — a net loss of 20 holders — while 68 trimmed existing stakes and 66 added.
The largest buyer was Renaissance Technologies, adding an estimated $7.54M. The largest seller was LSV Asset Management, cutting an estimated $15.7M.
- 174 institutional investors held Universal Corp (UVV) as of Q3 2017, down from 195 in Q2 2017.
- Funds reported $1.25B of Universal Corp stock for Q3 2017, down 16% quarter-over-quarter.
- 12 funds opened new Universal Corp positions in Q3 2017 and 32 closed out, a net change of -20 holders.
- The largest Universal Corp buyer in Q3 2017 was Renaissance Technologies, an estimated $7.54M added.
- The largest Universal Corp seller in Q3 2017 was LSV Asset Management, an estimated $15.7M sold.
Based on aggregated 13F filings for Q3 2017.