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Universal Corp

188 hedge funds and large institutions have $1.28B invested in Universal Corp in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

1% more capital invested

Capital invested by funds: $1.27B → $1.28B (+$10.7M)

1% more funds holding

Funds holding: 187188 (+1)

0.42% more ownership

Funds ownership: 96.4%96.83% (+0.42%)

27% less call options, than puts

Call options by funds: $8.26M | Put options by funds: $11.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
71
Reduced
67
Closed
15
Calls
$8.26M
Puts
$11.2M
Net Calls
-$2.99M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$151M +$5.05M +85,590 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$112M +$304K +5,146 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$101M -$18.6M -315,300 -15%
BFA
4
BlackRock Fund Advisors
California
$93.4M +$7.66M +129,829 +9%
LSV Asset Management
5
LSV Asset Management
Illinois
$70.2M -$266K -4,500 -0.4%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$48.2M -$967K -16,382 -2%
Northern Trust
7
Northern Trust
Illinois
$43.4M +$243K +4,118 +0.6%
Invesco
8
Invesco
Georgia
$34.8M +$1.34M +22,630 +4%
BIT
9
BlackRock Institutional Trust
California
$33.3M +$142K +2,399 +0.4%
O
10
OppenheimerFunds
New York
$31.9M +$823K +13,947 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$29.8M +$3.51M +59,494 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$29.2M +$1.83M +30,934 +7%
Pzena Investment Management
13
Pzena Investment Management
New York
$28.3M -$892K -15,114 -3%
State Street
14
State Street
Massachusetts
$27.9M +$594K +10,062 +2%
Allianz Asset Management
15
Allianz Asset Management
Germany
$26.5M +$74.3K +1,259 +0.3%
AAM
16
Advisors Asset Management
Colorado
$23.5M -$1.2M -20,359 -5%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$22.2M -$54.6K -926 -0.2%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$21.4M +$16.3M +275,642 +301%
Boston Partners
19
Boston Partners
Massachusetts
$21M +$1.48M +25,144 +7%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$14M -$2.66M -45,097 -16%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$13.1M +$12.3K +208 +0.1%
Deutsche Bank
22
Deutsche Bank
Germany
$11.9M -$188K -3,181 -2%
Charles Schwab
23
Charles Schwab
California
$11M +$515K +8,725 +5%
GC
24
Guggenheim Capital
Illinois
$10.6M -$478K -8,103 -4%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.89M +$283K +4,803 +3%

UVV Hedge Fund Activity: Q3 2016 in Review

188 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2016, worth a combined $1.28B — up 0.85% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UVV positions and 15 closed out — a net gain of 2 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $16.3M. The largest seller was Fidelity Investments, cutting an estimated $18.6M.

  • 188 institutional investors held Universal Corp (UVV) as of Q3 2016, up from 187 in Q2 2016.
  • Funds reported $1.28B of Universal Corp stock for Q3 2016, up 0.85% quarter-over-quarter.
  • 17 funds opened new Universal Corp positions in Q3 2016 and 15 closed out, a net change of +2 holders.
  • The largest Universal Corp buyer in Q3 2016 was Schroder Investment Management Group, an estimated $16.3M added.
  • The largest Universal Corp seller in Q3 2016 was Fidelity Investments, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2016.