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.
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
2% more funds holding
Funds holding: 182 → 186 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$8.09M |
| 2 |
Renaissance Technologies
New York
|
+$3.84M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$3.65M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.79M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$19.9M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$5.97M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.45M |
| 4 |
Goldman Sachs
New York
|
-$3.62M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -19 | Closed |
|
|
FGAM
202
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$245 | -6 | Closed |
|
|
CFGS
203
Concourse Financial Group Securities
Birmingham,
Alabama
| – | +$396 | +9 | New |
|
|
BCA
204
Berman Capital Advisors
Atlanta,
Georgia
| – | +$704 | +16 | New |
|
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.