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Universal Corp

167 hedge funds and large institutions have $981M invested in Universal Corp in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.4M

16% more capital invested

Capital invested by funds: $845M → $981M (+$135M)

2% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 58

0.19% less ownership

Funds ownership: 82.54%82.35% (-0.19%)

5% less funds holding

Funds holding: 176167 (-9)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
59
Reduced
58
Closed
21
Calls
$3.62M
Puts
$2.4M
Net Calls
+$1.22M
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$183M +$7.25M +160,901 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$124M +$2.43M +54,009 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$91.8M -$3.75M -83,277 -4%
State Street
4
State Street
Massachusetts
$62.9M -$332K -7,382 -0.6%
Invesco
5
Invesco
Georgia
$43.4M +$1.03M +22,890 +3%
Pzena Investment Management
6
Pzena Investment Management
New York
$40.5M +$8.66M +192,211 +30%
Northern Trust
7
Northern Trust
Illinois
$38.8M -$685K -15,211 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$37.2M -$4.44M -98,700 -11%
LSV Asset Management
9
LSV Asset Management
Illinois
$33.9M -$1.9M -42,100 -6%
Boston Partners
10
Boston Partners
Massachusetts
$29M -$1.59M -35,304 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$26.1M +$3.47M +77,076 +17%
EMG
12
ETF Managers Group
New Jersey
$24.8M +$5.89M +130,875 +35%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$18.1M +$1.36M +30,132 +9%
Charles Schwab
14
Charles Schwab
California
$17.8M +$158K +3,501 +1%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$14.3M +$1.43M +31,679 +12%
ProShare Advisors
16
ProShare Advisors
Maryland
$9.58M +$267K +5,919 +3%
AAM
17
Advisors Asset Management
Colorado
$9.46M +$1.99M +44,095 +29%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.22M -$9.17M -203,705 -52%
Wells Fargo
19
Wells Fargo
California
$8.75M +$1.29M +28,729 +19%
DC
20
Davenport & Co
Virginia
$8.48M +$875K +19,423 +13%
Principal Financial Group
21
Principal Financial Group
Iowa
$8.2M -$325K -7,212 -4%
PPA
22
Parametric Portfolio Associates
Washington
$7.72M +$1.13M +25,156 +19%
AAA
23
Adams Asset Advisors
Texas
$6.49M +$618K +13,729 +11%
First Trust Advisors
24
First Trust Advisors
Illinois
$6.27M +$157K +3,478 +3%
Ameriprise
25
Ameriprise
Minnesota
$6.19M -$844K -18,734 -13%

UVV Hedge Fund Activity: Q4 2020 in Review

167 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2020, worth a combined $981M — up 16% from $845M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UVV and 12 opened new positions — a net loss of 9 holders — while 58 trimmed existing stakes and 59 added.

The largest buyer was Pzena Investment Management, adding an estimated $8.66M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $9.17M.

  • 167 institutional investors held Universal Corp (UVV) as of Q4 2020, down from 176 in Q3 2020.
  • Funds reported $981M of Universal Corp stock for Q4 2020, up 16% quarter-over-quarter.
  • 12 funds opened new Universal Corp positions in Q4 2020 and 21 closed out, a net change of -9 holders.
  • The largest Universal Corp buyer in Q4 2020 was Pzena Investment Management, an estimated $8.66M added.
  • The largest Universal Corp seller in Q4 2020 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $9.17M sold.

Based on aggregated 13F filings for Q4 2020.