Universal Corp
189 hedge funds and large institutions have $1.23B invested in Universal Corp in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 14 closing their positions.
171% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more call options, than puts
Call options by funds: $9.15M | Put options by funds: $5.36M
19% more capital invested
Capital invested by funds: $1.03B → $1.23B (+$193M)
14% more funds holding
Funds holding: 166 → 189 (+23)
1.75% less ownership
Funds ownership: 96.87% → 95.12% (-1.8%)
14% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$18.1M |
| 2 |
GAM
Gotham Asset Management
New York
|
+$11.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.31M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$7.77M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$7.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$60.8M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$27.5M |
| 3 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$10.3M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$10M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$8.52M |
UVV Hedge Fund Activity: Q2 2015 in Review
189 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2015, worth a combined $1.23B — up 19% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new UVV positions and 14 closed out — a net gain of 24 holders — while 56 added to existing stakes and 65 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $18.1M. The largest seller was Royce & Associates, cutting an estimated $60.8M.
- 189 institutional investors held Universal Corp (UVV) as of Q2 2015, up from 166 in Q1 2015.
- Funds reported $1.23B of Universal Corp stock for Q2 2015, up 19% quarter-over-quarter.
- 38 funds opened new Universal Corp positions in Q2 2015 and 14 closed out, a net change of +24 holders.
- The largest Universal Corp buyer in Q2 2015 was Acadian Asset Management, an estimated $18.1M added.
- The largest Universal Corp seller in Q2 2015 was Royce & Associates, an estimated $60.8M sold.
Based on aggregated 13F filings for Q2 2015.