Universal Corp
168 hedge funds and large institutions have $1.1B invested in Universal Corp in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 25 closing their positions.
0.78% less ownership
Funds ownership: 94.3% → 93.52% (-0.78%)
8% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 65
7% less funds holding
Funds holding: 181 → 168 (-13)
13% less capital invested
Capital invested by funds: $1.27B → $1.1B (-$167M)
18% less call options, than puts
Call options by funds: $4.72M | Put options by funds: $5.78M
44% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$47.5M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$11.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.39M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$5.77M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$4.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$22.3M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$17.1M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.63M |
| 4 |
GAM
Gotham Asset Management
New York
|
-$6.14M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$6.12M |
UVV Hedge Fund Activity: Q3 2013 in Review
168 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2013, worth a combined $1.1B — down 13% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of UVV and 14 opened new positions — a net loss of 11 holders — while 65 trimmed existing stakes and 60 added.
The largest buyer was Royce & Associates, adding an estimated $47.5M. The largest seller was American Century Companies, cutting an estimated $22.3M.
- 168 institutional investors held Universal Corp (UVV) as of Q3 2013, down from 181 in Q2 2013.
- Funds reported $1.1B of Universal Corp stock for Q3 2013, down 13% quarter-over-quarter.
- 14 funds opened new Universal Corp positions in Q3 2013 and 25 closed out, a net change of -11 holders.
- The largest Universal Corp buyer in Q3 2013 was Royce & Associates, an estimated $47.5M added.
- The largest Universal Corp seller in Q3 2013 was American Century Companies, an estimated $22.3M sold.
Based on aggregated 13F filings for Q3 2013.