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Universal Corp

174 hedge funds and large institutions have $2.42B invested in Universal Corp in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $1.21B → $2.42B (+$1.22B)

0% more funds holding

Funds holding: 174174 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

1.87% less ownership

Funds ownership: 93.85%91.99% (-1.9%)

58% less call options, than puts

Call options by funds: $2.76M | Put options by funds: $6.51M

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
59
Closed
22
Calls
$2.76M
Puts
$6.51M
Net Calls
-$3.75M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$1.48B +$1.72M +33,375 New
RA
2
Royce & Associates
New York
$101M +$31.7M +614,300 +37%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$87M +$1.07M +20,807 +1%
BFA
4
BlackRock Fund Advisors
California
$79M -$113M -2,198,822 -55%
Allianz Asset Management
5
Allianz Asset Management
Germany
$76.9M -$2.57M -49,808 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$66.1M +$4.18M +81,085 +6%
LSV Asset Management
7
LSV Asset Management
Illinois
$45.8M -$1.27M -24,700 -2%
Northern Trust
8
Northern Trust
Illinois
$33.3M +$948K +18,386 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$32.8M +$4.12M +80,000 +12%
State Street
10
State Street
Massachusetts
$30.8M -$5M -97,021 -12%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$28.6M -$552K -10,700 -2%
BIT
12
BlackRock Institutional Trust
California
$27.6M +$837K +16,226 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$25.5M -$2.27M -43,945 -7%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$24.3M -$4.98M -96,621 -15%
JP Morgan Chase
15
JP Morgan Chase
New York
$19.9M -$4.62M -89,602 -17%
Boston Partners
16
Boston Partners
Massachusetts
$17M -$4.96M -96,119 -20%
RFC
17
Russell Frank Company
Washington
$16.7M -$1.39M -26,969 -7%
Millennium Management
18
Millennium Management
New York
$14.9M +$16M +310,935 +1,302%
Morgan Stanley
19
Morgan Stanley
New York
$10.1M +$5.79M +112,224 +98%
MAA
20
Managed Account Advisors
New Jersey
$9.98M -$299K -5,805 -3%
Deutsche Bank
21
Deutsche Bank
Germany
$9.23M +$9.08M +176,104 +553%
First Trust Advisors
22
First Trust Advisors
Illinois
$9.14M +$1.32M +25,519 +14%
Invesco
23
Invesco
Georgia
$9.07M +$713K +13,821 +7%
Jane Street
24
Jane Street
New York
$7.48M +$8.69M +168,478 New
Nomura Holdings
25
Nomura Holdings
Japan
$6.7M +$7.65M +148,304 New

UVV Hedge Fund Activity: Q3 2014 in Review

174 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2014, worth a combined $2.42B — up 101% from $1.21B a quarter earlier.

Fund positioning in UVV was balanced in Q3 2014: 22 funds opened new positions, 22 closed out, 59 added to existing stakes and 59 trimmed.

The largest buyer was Royce & Associates, adding an estimated $31.7M. The largest seller was BlackRock Fund Advisors, cutting an estimated $113M.

  • 174 institutional investors held Universal Corp (UVV) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $2.42B of Universal Corp stock for Q3 2014, up 101% quarter-over-quarter.
  • 22 funds opened new Universal Corp positions in Q3 2014 and 22 closed out, a net change of 0 holders.
  • The largest Universal Corp buyer in Q3 2014 was Royce & Associates, an estimated $31.7M added.
  • The largest Universal Corp seller in Q3 2014 was BlackRock Fund Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2014.