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Universal Corp

202 hedge funds and large institutions have $1.3B invested in Universal Corp in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 59

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $1.19B → $1.3B (+$107M)

2.7% more ownership

Funds ownership: 82.82%85.51% (+2.7%)

0% less funds holding

Funds holding: 203202 (-1)

52% less call options, than puts

Call options by funds: $5.74M | Put options by funds: $12.1M

Holders
202
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
77
Reduced
59
Closed
31
Calls
$5.74M
Puts
$12.1M
Net Calls
-$6.34M
Net Calls Change
-$7.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$222M -$1.42M -25,266 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$164M -$986K -17,598 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$128M +$350K +6,253 +0.3%
Renaissance Technologies
4
Renaissance Technologies
New York
$57.9M +$16M +285,800 +43%
State Street
5
State Street
Massachusetts
$56.1M +$2.99M +53,364 +6%
Northern Trust
6
Northern Trust
Illinois
$49.4M +$551K +9,829 +1%
LSV Asset Management
7
LSV Asset Management
Illinois
$47.7M +$50.4K +900 +0.1%
Pzena Investment Management
8
Pzena Investment Management
New York
$36.6M +$7.24M +129,230 +27%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$32.2M +$9.05M +161,586 +44%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$31.9M +$1.53M +27,334 +6%
Invesco
11
Invesco
Georgia
$27.8M +$3.22M +57,513 +14%
Boston Partners
12
Boston Partners
Massachusetts
$27.7M -$618K -11,022 -2%
Charles Schwab
13
Charles Schwab
California
$22.2M +$192K +3,428 +0.9%
EMG
14
ETF Managers Group
New Jersey
$21.3M +$19.6M +350,547 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$19.2M +$1.36M +24,294 +8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$15.1M -$5.94M -105,993 -30%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.5M -$387K -6,900 -3%
PPA
18
Parametric Portfolio Associates
Washington
$14.1M -$715K -12,766 -5%
Ameriprise
19
Ameriprise
Minnesota
$13M +$2.14M +38,110 +22%
Allianz Asset Management
20
Allianz Asset Management
Germany
$12.4M -$2.72M -48,543 -19%
Principal Financial Group
21
Principal Financial Group
Iowa
$12.2M -$12.9K -230 -0.1%
ProShare Advisors
22
ProShare Advisors
Maryland
$11.8M +$1.8M +32,182 +20%
DC
23
Davenport & Co
Virginia
$11.6M +$11K +197 +0.1%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$10.7M +$1.38M +24,676 +16%
N
25
Nuveen
North Carolina
$10.5M +$9.67M +172,565 New

UVV Hedge Fund Activity: Q2 2019 in Review

202 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2019, worth a combined $1.3B — up 9% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UVV positions and 31 closed out — a net gain of 5 holders — while 77 added to existing stakes and 59 trimmed.

The largest buyer was ETF Managers Group, opening a new position worth an estimated $19.6M. The largest seller was Royce & Associates, exiting entirely with an estimated $17.7M sold.

  • 202 institutional investors held Universal Corp (UVV) as of Q2 2019, down from 203 in Q1 2019.
  • Funds reported $1.3B of Universal Corp stock for Q2 2019, up 9% quarter-over-quarter.
  • 36 funds opened new Universal Corp positions in Q2 2019 and 31 closed out, a net change of +5 holders.
  • The largest Universal Corp buyer in Q2 2019 was ETF Managers Group, an estimated $19.6M added.
  • The largest Universal Corp seller in Q2 2019 was Royce & Associates, an estimated $17.7M sold.

Based on aggregated 13F filings for Q2 2019.