Universal Corp
179 hedge funds and large institutions have $1.4B invested in Universal Corp in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 29 closing their positions.
246% more call options, than puts
Call options by funds: $12M | Put options by funds: $3.47M
12% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 57
0.38% more ownership
Funds ownership: 85.96% → 86.34% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $1.41B → $1.4B (-$9.86M)
6% less funds holding
Funds holding: 191 → 179 (-12)
28% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$29.5M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$10.6M |
| 3 |
Renaissance Technologies
New York
|
+$10M |
| 4 |
RA
Royce & Associates
New York
|
+$8.56M |
| 5 |
Pzena Investment Management
New York
|
+$6.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$11.6M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$8.08M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$7.86M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$6.14M |
| 5 |
D.E. Shaw & Co
New York
|
-$5.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KA
201
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$206K | -3,119 | Closed |
|
202
Simplex Trading
Chicago,
Illinois
| – | -$91.1K | -1,430 | Closed |
|
|
PHK
203
Point72 Hong Kong
Hong Kong
| – | -$49K | -739 | Closed |
|
|
SWM
204
SeaCrest Wealth Management
Purchase,
New York
| – | -$26K | -400 | Closed |
|
205
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$6K | -88 | Closed |
|
|
WEC
206
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$4K | -40 | Closed |
|
|
CAG
207
Csenge Advisory Group
Clearwater,
Florida
| – | +$510 | +8 | New |
|
UVV Hedge Fund Activity: Q3 2018 in Review
179 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2018, worth a combined $1.4B — down 0.7% from $1.41B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of UVV and 21 opened new positions — a net loss of 8 holders — while 57 trimmed existing stakes and 64 added.
The largest buyer was LSV Asset Management, adding an estimated $29.5M. The largest seller was JP Morgan Chase, cutting an estimated $11.6M.
- 179 institutional investors held Universal Corp (UVV) as of Q3 2018, down from 191 in Q2 2018.
- Funds reported $1.4B of Universal Corp stock for Q3 2018, down 0.7% quarter-over-quarter.
- 21 funds opened new Universal Corp positions in Q3 2018 and 29 closed out, a net change of -8 holders.
- The largest Universal Corp buyer in Q3 2018 was LSV Asset Management, an estimated $29.5M added.
- The largest Universal Corp seller in Q3 2018 was JP Morgan Chase, an estimated $11.6M sold.
Based on aggregated 13F filings for Q3 2018.