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Universal Corp

200 hedge funds and large institutions have $1.16B invested in Universal Corp in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

14% more call options, than puts

Call options by funds: $5.81M | Put options by funds: $5.09M

12% more funds holding

Funds holding: 179200 (+21)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 86.34%85.43% (-0.91%)

18% less capital invested

Capital invested by funds: $1.4B → $1.16B (-$246M)

Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
79
Reduced
55
Closed
10
Calls
$5.81M
Puts
$5.09M
Net Calls
+$727K
Net Calls Change
-$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$198M +$8.2M +127,335 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$146M +$6.8M +105,540 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$114M -$181K -2,804 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$52.5M -$51.4M -798,059 -45%
Northern Trust
5
Northern Trust
Illinois
$43.5M -$32.9K -511 -0.1%
State Street
6
State Street
Massachusetts
$38.6M -$132K -2,044 -0.3%
Renaissance Technologies
7
Renaissance Technologies
New York
$38.5M +$16.8M +260,143 +58%
LSV Asset Management
8
LSV Asset Management
Illinois
$37.1M +$13.5M +210,170 +44%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$26.7M +$693K +10,759 +2%
Boston Partners
10
Boston Partners
Massachusetts
$25.1M +$2.14M +33,229 +8%
Pzena Investment Management
11
Pzena Investment Management
New York
$23.8M -$19.9M -308,491 -41%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$22.4M -$19.1M -297,272 -42%
RA
13
Royce & Associates
New York
$22.3M +$7.53M +116,919 +40%
Invesco
14
Invesco
Georgia
$19.8M -$5.26M -81,689 -18%
Charles Schwab
15
Charles Schwab
California
$18.3M -$914K -14,184 -4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$14.3M +$976K +15,158 +6%
Allianz Asset Management
17
Allianz Asset Management
Germany
$13.3M -$7.08M -109,937 -31%
PPA
18
Parametric Portfolio Associates
Washington
$12.8M +$2.02M +31,352 +15%
DC
19
Davenport & Co
Virginia
$12.2M -$487K -7,569 -3%
Principal Financial Group
20
Principal Financial Group
Iowa
$11M -$144K -2,231 -1%
Goldman Sachs
21
Goldman Sachs
New York
$10.8M -$3.38M -52,529 -21%
AAM
22
Advisors Asset Management
Colorado
$9.83M -$5.12M -79,507 -30%
PAM
23
Panagora Asset Management
Massachusetts
$9.81M -$273K -4,235 -2%
Morgan Stanley
24
Morgan Stanley
New York
$9.59M +$5.45M +84,581 +91%
EMG
25
ETF Managers Group
New Jersey
$9.47M +$11.1M +172,739 New

UVV Hedge Fund Activity: Q4 2018 in Review

200 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2018, worth a combined $1.16B — down 18% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UVV positions and 10 closed out — a net gain of 24 holders — while 79 added to existing stakes and 55 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $16.8M. The largest seller was Fidelity Investments, cutting an estimated $51.4M.

  • 200 institutional investors held Universal Corp (UVV) as of Q4 2018, up from 179 in Q3 2018.
  • Funds reported $1.16B of Universal Corp stock for Q4 2018, down 18% quarter-over-quarter.
  • 34 funds opened new Universal Corp positions in Q4 2018 and 10 closed out, a net change of +24 holders.
  • The largest Universal Corp buyer in Q4 2018 was Renaissance Technologies, an estimated $16.8M added.
  • The largest Universal Corp seller in Q4 2018 was Fidelity Investments, an estimated $51.4M sold.

Based on aggregated 13F filings for Q4 2018.