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Universal Corp
UVV

163 hedge funds and large institutions have $958M invested in Universal Corp in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.05% more ownership

Funds ownership: 91.99% → 94.03% (+2%)

6% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 54

1% more capital invested

Capital invested by funds: $946M → $958M (+$11.9M)

6% less funds holding

Funds holding: 174 → 163 (-11)

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

53% less call options, than puts

Call options by funds: $2.35M | Put options by funds: $5.02M

Holders
163
Holders Change
-11
Holders Change %
-6.32%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
57
Reduced
54
Closed
40
Calls
$2.35M
Puts
$5.02M
Net Calls
-$2.67M
Net Calls Change
+$1.08M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.5M
2
Artisan Partners
Artisan Partners
Wisconsin
+$12.3M
3
Boston Partners
Boston Partners
Massachusetts
+$11.2M
4
Invesco
Invesco
Georgia
+$10.7M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$8.61M

Top Sellers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
-$20.7M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$11.2M
3
State Street
State Street
Massachusetts
-$9.11M
4
Morgan Stanley
Morgan Stanley
New York
-$8.43M
5
Jane Street
Jane Street
New York
-$7.48M

UVV Hedge Fund Activity: Q4 2014 in Review

163 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2014, worth a combined $958M — up 1.3% from $946M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of UVV and 31 opened new positions — a net loss of 9 holders — while 54 trimmed existing stakes and 57 added.

The largest buyer was Fidelity Investments, adding an estimated $27.5M. The largest seller was BlackRock Fund Advisors, cutting an estimated $20.7M.

  • 163 institutional investors held Universal Corp (UVV) as of Q4 2014, down from 174 in Q3 2014.
  • Funds reported $958M of Universal Corp stock for Q4 2014, up 1.3% quarter-over-quarter.
  • 31 funds opened new Universal Corp positions in Q4 2014 and 40 closed out, a net change of -9 holders.
  • The largest Universal Corp buyer in Q4 2014 was Fidelity Investments, an estimated $27.5M added.
  • The largest Universal Corp seller in Q4 2014 was BlackRock Fund Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2014.