Universal Corp
203 hedge funds and large institutions have $1.26B invested in Universal Corp in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
119% more call options, than puts
Call options by funds: $3.87M | Put options by funds: $1.77M
23% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 64
9% more funds holding
Funds holding: 187 → 203 (+16)
1% more capital invested
Capital invested by funds: $1.25B → $1.26B (+$14.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.33% less ownership
Funds ownership: 97.98% → 97.65% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7M |
| 2 |
AP
AHL Partners
London,
United Kingdom
|
+$5.3M |
| 3 |
CIM
Contravisory Investment Management
Norwell,
Massachusetts
|
+$4.97M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$4.49M |
| 5 |
Bank of New York Mellon
New York
|
+$4.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$27.1M |
| 2 |
RA
Royce & Associates
New York
|
-$12.6M |
| 3 |
WIC
Willis Investment Counsel
Gainesville,
Georgia
|
-$6.18M |
| 4 |
State Street
Boston,
Massachusetts
|
-$4.41M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.4M |
UVV Hedge Fund Activity: Q1 2016 in Review
203 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2016, worth a combined $1.26B — up 1.2% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new UVV positions and 13 closed out — a net gain of 18 holders — while 79 added to existing stakes and 64 trimmed.
The largest buyer was Vanguard Group, adding an estimated $15.7M. The largest seller was Allianz Asset Management, cutting an estimated $27.1M.
- 203 institutional investors held Universal Corp (UVV) as of Q1 2016, up from 187 in Q4 2015.
- Funds reported $1.26B of Universal Corp stock for Q1 2016, up 1.2% quarter-over-quarter.
- 31 funds opened new Universal Corp positions in Q1 2016 and 13 closed out, a net change of +18 holders.
- The largest Universal Corp buyer in Q1 2016 was Vanguard Group, an estimated $15.7M added.
- The largest Universal Corp seller in Q1 2016 was Allianz Asset Management, an estimated $27.1M sold.
Based on aggregated 13F filings for Q1 2016.