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Universal Corp

203 hedge funds and large institutions have $1.19B invested in Universal Corp in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $991K

53% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 55

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

2% more funds holding

Funds holding: 200203 (+3)

3% more capital invested

Capital invested by funds: $1.16B → $1.19B (+$36.6M)

2.62% less ownership

Funds ownership: 85.43%82.82% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
203
Holders Change
+3
Holders Change %
+1.5%
% of All Funds
4.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
84
Reduced
55
Closed
18
Calls
$2.33M
Puts
$991K
Net Calls
+$1.34M
Net Calls Change
+$610K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$212M +$1.3M +22,635 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M +$1.18M +20,509 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$121M -$123K -2,135 -0.1%
State Street
4
State Street
Massachusetts
$50.1M +$9.07M +157,783 +22%
Northern Trust
5
Northern Trust
Illinois
$46.3M -$18.4K -321 -0%
LSV Asset Management
6
LSV Asset Management
Illinois
$45.2M +$5.67M +98,725 +14%
Renaissance Technologies
7
Renaissance Technologies
New York
$38.5M -$2.45M -42,700 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$28.6M +$171K +2,974 +0.6%
Pzena Investment Management
9
Pzena Investment Management
New York
$27.3M +$1.94M +33,794 +8%
Boston Partners
10
Boston Partners
Massachusetts
$26.9M +$253K +4,397 +1%
Invesco
11
Invesco
Georgia
$23M +$1.93M +33,525 +9%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$21.2M -$2.61M -45,470 -11%
Charles Schwab
13
Charles Schwab
California
$20.8M +$1.29M +22,534 +7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$20.4M -$35.3M -614,135 -63%
RA
15
Royce & Associates
New York
$17.7M -$6.03M -104,900 -25%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$16.8M +$1.59M +27,754 +10%
Allianz Asset Management
17
Allianz Asset Management
Germany
$14.6M +$401K +6,983 +3%
PPA
18
Parametric Portfolio Associates
Washington
$14.1M +$487K +8,481 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.1M +$12M +208,993 +581%
Principal Financial Group
20
Principal Financial Group
Iowa
$11.6M -$119K -2,066 -1%
DC
21
Davenport & Co
Virginia
$11M -$2.05M -35,687 -16%
PAM
22
Panagora Asset Management
Massachusetts
$10.5M +$53.3K +928 +0.5%
Ameriprise
23
Ameriprise
Minnesota
$10.2M +$852K +14,829 +9%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$9.72M -$296K -5,151 -3%
ProShare Advisors
25
ProShare Advisors
Maryland
$9.37M +$1.97M +34,238 +27%

UVV Hedge Fund Activity: Q1 2019 in Review

203 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2019, worth a combined $1.19B — up 3.2% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UVV positions and 18 closed out — a net gain of 5 holders — while 84 added to existing stakes and 55 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $12M. The largest seller was Fidelity Investments, cutting an estimated $35.3M.

  • 203 institutional investors held Universal Corp (UVV) as of Q1 2019, up from 200 in Q4 2018.
  • Funds reported $1.19B of Universal Corp stock for Q1 2019, up 3.2% quarter-over-quarter.
  • 23 funds opened new Universal Corp positions in Q1 2019 and 18 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q1 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $12M added.
  • The largest Universal Corp seller in Q1 2019 was Fidelity Investments, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2019.