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Universal Corp

183 hedge funds and large institutions have $1.21B invested in Universal Corp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $2.36M

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

4% more capital invested

Capital invested by funds: $1.17B → $1.21B (+$41.7M)

0.2% more ownership

Funds ownership: 85.63%85.83% (+0.2%)

0% more funds holding

Funds holding: 183183 (0)

Holders
183
Holders Change
Holders Change %
0%
% of All Funds
3.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
69
Reduced
62
Closed
15
Calls
$3.95M
Puts
$2.36M
Net Calls
+$1.59M
Net Calls Change
+$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$218M +$4.15M +76,820 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$155M +$966K +17,888 +0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$120M +$282K +5,229 +0.2%
State Street
4
State Street
Massachusetts
$55.3M +$3.09M +57,192 +6%
Pzena Investment Management
5
Pzena Investment Management
New York
$50M +$14.3M +264,832 +43%
Renaissance Technologies
6
Renaissance Technologies
New York
$46.7M -$11.7M -216,200 -21%
Northern Trust
7
Northern Trust
Illinois
$46.6M -$191K -3,531 -0.4%
LSV Asset Management
8
LSV Asset Management
Illinois
$45.3M +$1.31M +24,263 +3%
Invesco
9
Invesco
Georgia
$33.5M +$1.6M +29,682 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$27.8M -$1.79M -33,071 -6%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$27.2M -$1.15M -21,247 -4%
Boston Partners
12
Boston Partners
Massachusetts
$25.5M +$31.5K +584 +0.1%
Charles Schwab
13
Charles Schwab
California
$23.6M +$744K +13,774 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
14
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21M +$2.67M +49,500 +16%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$18.8M +$290K +5,372 +2%
EMG
16
ETF Managers Group
New Jersey
$16.2M +$450K +8,339 +3%
ProShare Advisors
17
ProShare Advisors
Maryland
$13.9M +$1.49M +27,612 +13%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$11.7M +$989K +18,331 +10%
Principal Financial Group
19
Principal Financial Group
Iowa
$11.2M -$53.2K -986 -0.5%
Ameriprise
20
Ameriprise
Minnesota
$10.6M -$570K -10,558 -5%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$9.95M +$1.16M +21,414 +14%
PAM
22
Panagora Asset Management
Massachusetts
$9.5M +$870K +16,123 +11%
DC
23
Davenport & Co
Virginia
$9.31M -$1.45M -26,785 -14%
WG
24
Winton Group
United Kingdom
$8.67M +$6.75M +125,084 +467%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$8.07M -$12M -221,911 -61%

UVV Hedge Fund Activity: Q4 2019 in Review

183 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2019, worth a combined $1.21B — up 3.6% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UVV positions and 15 closed out — a net gain of 1 holder — while 69 added to existing stakes and 62 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $14.3M. The largest seller was Fidelity Investments, cutting an estimated $12M.

  • 183 institutional investors held Universal Corp (UVV) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $1.21B of Universal Corp stock for Q4 2019, up 3.6% quarter-over-quarter.
  • 16 funds opened new Universal Corp positions in Q4 2019 and 15 closed out, a net change of +1 holder.
  • The largest Universal Corp buyer in Q4 2019 was Pzena Investment Management, an estimated $14.3M added.
  • The largest Universal Corp seller in Q4 2019 was Fidelity Investments, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2019.