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Universal Corp

187 hedge funds and large institutions have $1.25B invested in Universal Corp in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $2.91M

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

19% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 58

13% more capital invested

Capital invested by funds: $1.1B → $1.25B (+$147M)

3% more funds holding

Funds holding: 181187 (+6)

0.05% more ownership

Funds ownership: 97.76%97.81% (+0.05%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
187
Holders Change
+6
Holders Change %
+3.31%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
69
Reduced
58
Closed
18
Calls
$4.98M
Puts
$2.91M
Net Calls
+$2.07M
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$119M -$1.68M -30,627 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M +$22.9M +417,829 +25%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$109M
BFA
4
BlackRock Fund Advisors
California
$79.7M +$6.33M +115,792 +9%
LSV Asset Management
5
LSV Asset Management
Illinois
$65.9M +$1.95M +35,621 +3%
Allianz Asset Management
6
Allianz Asset Management
Germany
$54.4M -$19.2M -351,016 -27%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$46.9M +$910K +16,643 +2%
Northern Trust
8
Northern Trust
Illinois
$41.5M -$50.4K -921 -0.1%
BIT
9
BlackRock Institutional Trust
California
$31.2M +$1.36M +24,786 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$31.1M +$350K +6,396 +1%
State Street
11
State Street
Massachusetts
$31M +$1.01M +18,411 +3%
Pzena Investment Management
12
Pzena Investment Management
New York
$28M -$5.47K -100 -0%
AAM
13
Advisors Asset Management
Colorado
$27.5M +$5.16M +94,382 +24%
O
14
OppenheimerFunds
New York
$23.7M +$1.83M +33,437 +9%
Invesco
15
Invesco
Georgia
$23M +$4.04M +73,760 +22%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$21.6M -$851K -15,552 -4%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$20.7M +$4.82M +88,151 +31%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$19M +$14.9M +272,001 +403%
Deutsche Bank
19
Deutsche Bank
Germany
$16.1M +$2.64M +48,339 +20%
Boston Partners
20
Boston Partners
Massachusetts
$15.8M -$11.6M -212,656 -43%
Charles Schwab
21
Charles Schwab
California
$14M -$116K -2,120 -0.8%
GC
22
Guggenheim Capital
Illinois
$13.7M -$1.7M -31,147 -11%
RA
23
Royce & Associates
New York
$12.6M -$3.01M -55,000 -20%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$12.6M +$280K +5,122 +2%
RFC
25
Russell Frank Company
Washington
$12.4M -$2.52M -46,011 -17%