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Universal Corp

174 hedge funds and large institutions have $1.25B invested in Universal Corp in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

4.44% less ownership

Funds ownership: 90.23%85.79% (-4.4%)

11% less funds holding

Funds holding: 195174 (-21)

16% less capital invested

Capital invested by funds: $1.48B → $1.25B (-$232M)

33% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $3.25M

63% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 32

Holders
174
Holders Change
-21
Holders Change %
-10.77%
% of All Funds
4.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
66
Reduced
68
Closed
32
Calls
$2.18M
Puts
$3.25M
Net Calls
-$1.07M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$198M -$9.12M -152,621 -4%
BlackRock
2
BlackRock
New York
$179M -$7.63M -127,682 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$121M -$1.27M -21,289 -1%
LSV Asset Management
4
LSV Asset Management
Illinois
$51.9M -$15.7M -262,686 -22%
Northern Trust
5
Northern Trust
Illinois
$47.7M +$111K +1,861 +0.2%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$38.1M -$15M -251,266 -27%
State Street
7
State Street
Massachusetts
$36.2M -$234K -3,911 -0.6%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$36.1M +$1.62M +27,038 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$34.3M -$1.65M -27,618 -4%
JP Morgan Chase
10
JP Morgan Chase
New York
$33.4M -$244K -4,082 -0.7%
Invesco
11
Invesco
Georgia
$25.5M +$2.75M +45,997 +12%
Pzena Investment Management
12
Pzena Investment Management
New York
$24.8M +$3.92M +65,556 +18%
Boston Partners
13
Boston Partners
Massachusetts
$24.3M +$619K +10,360 +3%
Allianz Asset Management
14
Allianz Asset Management
Germany
$22.1M -$227K -3,805 -1%
Robeco Institutional Asset Management
15
Robeco Institutional Asset Management
Netherlands
$20.4M -$2.54M -42,499 -11%
Morgan Stanley
16
Morgan Stanley
New York
$18.8M -$406K -6,788 -2%
Renaissance Technologies
17
Renaissance Technologies
New York
$18.1M +$7.54M +126,100 +67%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$16.1M -$1.41M -23,521 -8%
AAM
19
Advisors Asset Management
Colorado
$14.8M -$2.84M -47,516 -16%
Charles Schwab
20
Charles Schwab
California
$13.9M -$175K -2,922 -1%
Deutsche Bank
21
Deutsche Bank
Germany
$13.4M -$419K -7,002 -3%
PAM
22
Panagora Asset Management
Massachusetts
$12.3M +$2.49M +41,623 +24%
Principal Financial Group
23
Principal Financial Group
Iowa
$11M -$355K -5,937 -3%
GC
24
Guggenheim Capital
Illinois
$8.47M +$47K +786 +0.5%
Ameriprise
25
Ameriprise
Minnesota
$8.35M +$4.48K +75 +0.1%

UVV Hedge Fund Activity: Q3 2017 in Review

174 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2017, worth a combined $1.25B — down 16% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UVV and 12 opened new positions — a net loss of 20 holders — while 68 trimmed existing stakes and 66 added.

The largest buyer was Renaissance Technologies, adding an estimated $7.54M. The largest seller was LSV Asset Management, cutting an estimated $15.7M.

  • 174 institutional investors held Universal Corp (UVV) as of Q3 2017, down from 195 in Q2 2017.
  • Funds reported $1.25B of Universal Corp stock for Q3 2017, down 16% quarter-over-quarter.
  • 12 funds opened new Universal Corp positions in Q3 2017 and 32 closed out, a net change of -20 holders.
  • The largest Universal Corp buyer in Q3 2017 was Renaissance Technologies, an estimated $7.54M added.
  • The largest Universal Corp seller in Q3 2017 was LSV Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2017.