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Universal Corp

179 hedge funds and large institutions have $1.4B invested in Universal Corp in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $12M | Put options by funds: $3.47M

12% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 57

0.38% more ownership

Funds ownership: 85.96%86.34% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.41B → $1.4B (-$9.86M)

6% less funds holding

Funds holding: 191179 (-12)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
64
Reduced
57
Closed
29
Calls
$12M
Puts
$3.47M
Net Calls
+$8.53M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$229M +$5.47M +85,874 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M +$3.37M +52,844 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$137M +$27.6K +433 +0%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$115M +$3.47M +54,480 +3%
Northern Trust
5
Northern Trust
Illinois
$52.3M -$1.77M -27,791 -3%
Pzena Investment Management
6
Pzena Investment Management
New York
$48.6M +$6.58M +103,272 +16%
State Street
7
State Street
Massachusetts
$46.4M +$2.37M +37,155 +5%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$46.2M -$5.13M -80,546 -10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$31.4M +$1.09M +17,072 +4%
LSV Asset Management
10
LSV Asset Management
Illinois
$30.9M +$29.5M +463,257 +3,797%
Renaissance Technologies
11
Renaissance Technologies
New York
$29.3M +$10M +157,267 +54%
Invesco
12
Invesco
Georgia
$29.1M -$2.38M -37,389 -8%
Boston Partners
13
Boston Partners
Massachusetts
$27.9M -$2.1M -32,960 -7%
Allianz Asset Management
14
Allianz Asset Management
Germany
$23.1M -$1.85M -28,956 -8%
Charles Schwab
15
Charles Schwab
California
$22.9M +$1.49M +23,355 +7%
O
16
OppenheimerFunds
New York
$20.1M +$985K +15,459 +5%
RA
17
Royce & Associates
New York
$19.2M +$8.56M +134,381 +84%
AAM
18
Advisors Asset Management
Colorado
$17M -$505K -7,928 -3%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$16.9M -$309K -4,855 -2%
Goldman Sachs
20
Goldman Sachs
New York
$16.4M -$1.02M -15,986 -6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$16.2M -$263K -4,129 -2%
DC
22
Davenport & Co
Virginia
$15.2M +$6.08M +95,446 +69%
PPA
23
Parametric Portfolio Associates
Washington
$13.4M +$1.38M +21,613 +12%
Principal Financial Group
24
Principal Financial Group
Iowa
$13.3M +$698K +10,958 +6%
PAM
25
Panagora Asset Management
Massachusetts
$12M +$307K +4,810 +3%

UVV Hedge Fund Activity: Q3 2018 in Review

179 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2018, worth a combined $1.4B — down 0.7% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UVV and 21 opened new positions — a net loss of 8 holders — while 57 trimmed existing stakes and 64 added.

The largest buyer was LSV Asset Management, adding an estimated $29.5M. The largest seller was JP Morgan Chase, cutting an estimated $11.6M.

  • 179 institutional investors held Universal Corp (UVV) as of Q3 2018, down from 191 in Q2 2018.
  • Funds reported $1.4B of Universal Corp stock for Q3 2018, down 0.7% quarter-over-quarter.
  • 21 funds opened new Universal Corp positions in Q3 2018 and 29 closed out, a net change of -8 holders.
  • The largest Universal Corp buyer in Q3 2018 was LSV Asset Management, an estimated $29.5M added.
  • The largest Universal Corp seller in Q3 2018 was JP Morgan Chase, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2018.