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, 85 increasing their positions, 55 reducing their positions, and 18 closing their positions.
135% more call options, than puts
Call options by funds: $2.33M | Put options by funds: $991K
55% more repeat investments, than reductions
Existing positions increased: 85 | 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: 200 → 203 (+3)
3% more capital invested
Capital invested by funds: $1.16B → $1.19B (+$37.8M)
2.53% less ownership
Funds ownership: 85.43% → 82.9% (-2.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$12M |
| 2 |
State Street
Boston,
Massachusetts
|
+$9.07M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$5.67M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.06M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.3M |
| 2 |
EMG
ETF Managers Group
Summit,
New Jersey
|
-$9.47M |
| 3 |
RA
Royce & Associates
New York
|
-$6.03M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.34M |
| 5 |
Goldman Sachs
New York
|
-$5.08M |
UVV Hedge Fund Activity: Q1 2019 in Review
203 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2019, worth a combined $1.19B — up 3.3% 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 85 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 3.3% 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.