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Universal Corp

182 hedge funds and large institutions have $1.01B invested in Universal Corp in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 61

2% more funds holding

Funds holding: 178182 (+4)

0.45% more ownership

Funds ownership: 82.44%82.89% (+0.45%)

8% less call options, than puts

Call options by funds: $2.97M | Put options by funds: $3.22M

7% less capital invested

Capital invested by funds: $1.09B → $1.01B (-$80.5M)

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
4.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
68
Reduced
61
Closed
21
Calls
$2.97M
Puts
$3.22M
Net Calls
-$254K
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$166M +$5.93M +119,621 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M -$26.6M -536,571 -18%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$103M -$340K -6,855 -0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$71.1M +$72.4M +1,460,600 +24,989%
Northern Trust
5
Northern Trust
Illinois
$39.8M -$107K -2,156 -0.3%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$38.6M +$5.06M +102,031 +15%
Pzena Investment Management
7
Pzena Investment Management
New York
$34.2M +$2.49M +50,297 +8%
State Street
8
State Street
Massachusetts
$32.7M +$829K +16,718 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$22.3M -$5.49M -110,789 -19%
Boston Partners
10
Boston Partners
Massachusetts
$21.8M -$923K -18,613 -4%
Invesco
11
Invesco
Georgia
$20.7M -$657K -13,245 -3%
Allianz Asset Management
12
Allianz Asset Management
Germany
$18.7M +$1.93K +39 +0%
O
13
OppenheimerFunds
New York
$16.5M +$147K +2,959 +0.9%
Morgan Stanley
14
Morgan Stanley
New York
$15.5M -$250K -5,032 -2%
Deutsche Bank
15
Deutsche Bank
Germany
$15.5M +$3.47M +70,081 +28%
JP Morgan Chase
16
JP Morgan Chase
New York
$13.7M +$1.03M +20,796 +8%
Charles Schwab
17
Charles Schwab
California
$13.5M +$1.04M +21,051 +8%
AAM
18
Advisors Asset Management
Colorado
$12.3M +$509K +10,262 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$11.9M -$297K -5,996 -2%
Renaissance Technologies
20
Renaissance Technologies
New York
$10.4M +$4.57M +92,100 +75%
Principal Financial Group
21
Principal Financial Group
Iowa
$9.31M +$162K +3,273 +2%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$9.02M -$9.05M -182,415 -50%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$7.81M -$12.8M -257,639 -62%
GXMC
24
Global X Management Company
New York
$7.78M +$1.94M +39,160 +32%
DC
25
Davenport & Co
Virginia
$7.38M +$3.49M +70,293 +86%

UVV Hedge Fund Activity: Q1 2018 in Review

182 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2018, worth a combined $1.01B — down 7.4% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UVV positions and 21 closed out — a net gain of 6 holders — while 68 added to existing stakes and 61 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Vanguard Group, cutting an estimated $26.6M.

  • 182 institutional investors held Universal Corp (UVV) as of Q1 2018, up from 178 in Q4 2017.
  • Funds reported $1.01B of Universal Corp stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 27 funds opened new Universal Corp positions in Q1 2018 and 21 closed out, a net change of +6 holders.
  • The largest Universal Corp buyer in Q1 2018 was Fidelity Investments, an estimated $72.4M added.
  • The largest Universal Corp seller in Q1 2018 was Vanguard Group, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2018.