Universal Corp
178 hedge funds and large institutions have $1.09B invested in Universal Corp in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 72 reducing their positions, and 25 closing their positions.
107% more call options, than puts
Call options by funds: $3.13M | Put options by funds: $1.51M
16% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 25
2% more funds holding
Funds holding: 174 → 178 (+4)
3.35% less ownership
Funds ownership: 85.79% → 82.44% (-3.3%)
13% less capital invested
Capital invested by funds: $1.25B → $1.09B (-$158M)
26% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$38.5M |
| 2 |
O
OppenheimerFunds
New York
|
+$17.4M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$15.3M |
| 4 |
Pzena Investment Management
New York
|
+$12.3M |
| 5 |
BlackRock
New York
|
+$9.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$47.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.5M |
| 3 |
JP Morgan Chase
New York
|
-$17.8M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$11.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$11.6M |
UVV Hedge Fund Activity: Q4 2017 in Review
178 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2017, worth a combined $1.09B — down 13% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new UVV positions and 25 closed out — a net gain of 4 holders — while 53 added to existing stakes and 72 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $38.5M. The largest seller was LSV Asset Management, cutting an estimated $47.8M.
- 178 institutional investors held Universal Corp (UVV) as of Q4 2017, up from 174 in Q3 2017.
- Funds reported $1.09B of Universal Corp stock for Q4 2017, down 13% quarter-over-quarter.
- 29 funds opened new Universal Corp positions in Q4 2017 and 25 closed out, a net change of +4 holders.
- The largest Universal Corp buyer in Q4 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $38.5M added.
- The largest Universal Corp seller in Q4 2017 was LSV Asset Management, an estimated $47.8M sold.
Based on aggregated 13F filings for Q4 2017.