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Universal Corp

191 hedge funds and large institutions have $1.41B invested in Universal Corp in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

41% more call options, than puts

Call options by funds: $8.72M | Put options by funds: $6.18M

40% more capital invested

Capital invested by funds: $1.01B → $1.41B (+$404M)

5% more funds holding

Funds holding: 182191 (+9)

3.07% more ownership

Funds ownership: 82.89%85.96% (+3.1%)

8% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 59

Holders
191
Holders Change
+9
Holders Change %
+4.95%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
64
Reduced
59
Closed
24
Calls
$8.72M
Puts
$6.18M
Net Calls
+$2.53M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$227M +$1.48M +26,779 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M +$3.93M +70,972 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$139M -$1.11M -19,992 -0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$113M +$13.6M +246,060 +17%
Northern Trust
5
Northern Trust
Illinois
$55M +$690K +12,466 +2%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$52.3M -$211K -3,815 -0.5%
State Street
7
State Street
Massachusetts
$44.7M +$213K +3,852 +0.6%
Pzena Investment Management
8
Pzena Investment Management
New York
$42.6M -$3.38M -61,016 -9%
Invesco
9
Invesco
Georgia
$32M +$3.19M +57,604 +13%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$30.8M +$328K +5,929 +1%
Boston Partners
11
Boston Partners
Massachusetts
$30.5M +$758K +13,682 +3%
Allianz Asset Management
12
Allianz Asset Management
Germany
$25.4M -$60.7K -1,097 -0.3%
Charles Schwab
13
Charles Schwab
California
$21.8M +$2.81M +50,768 +18%
O
14
OppenheimerFunds
New York
$19.4M -$2.64M -47,622 -14%
Renaissance Technologies
15
Renaissance Technologies
New York
$19.3M +$4.34M +78,300 +36%
AAM
16
Advisors Asset Management
Colorado
$17.8M +$1.07M +19,267 +8%
Goldman Sachs
17
Goldman Sachs
New York
$17.7M +$8.5M +153,568 +134%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$17.5M +$4.33M +78,186 +42%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$16.7M +$465K +8,406 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$15.1M -$2.98M -53,905 -19%
Principal Financial Group
21
Principal Financial Group
Iowa
$12.8M +$112K +2,014 +1%
PPA
22
Parametric Portfolio Associates
Washington
$12.1M +$4.15M +74,978 +69%
PAM
23
Panagora Asset Management
Massachusetts
$11.9M +$7.77M +140,262 +348%
AAA
24
Adams Asset Advisors
Texas
$11.5M +$1.4M +25,246 +17%
Deutsche Bank
25
Deutsche Bank
Germany
$10.8M -$8.63M -155,877 -49%

UVV Hedge Fund Activity: Q2 2018 in Review

191 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2018, worth a combined $1.41B — up 40% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UVV positions and 24 closed out — a net gain of 10 holders — while 64 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $13.6M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.

  • 191 institutional investors held Universal Corp (UVV) as of Q2 2018, up from 182 in Q1 2018.
  • Funds reported $1.41B of Universal Corp stock for Q2 2018, up 40% quarter-over-quarter.
  • 34 funds opened new Universal Corp positions in Q2 2018 and 24 closed out, a net change of +10 holders.
  • The largest Universal Corp buyer in Q2 2018 was Fidelity Investments, an estimated $13.6M added.
  • The largest Universal Corp seller in Q2 2018 was Morgan Stanley, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2018.