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Universal Corp

197 hedge funds and large institutions have $966M invested in Universal Corp in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $1.28M

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

8% more funds holding

Funds holding: 182197 (+15)

0.71% less ownership

Funds ownership: 79.3%78.59% (-0.71%)

5% less capital invested

Capital invested by funds: $1.02B → $966M (-$55.3M)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
60
Reduced
74
Closed
14
Calls
$2.73M
Puts
$1.28M
Net Calls
+$1.45M
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$5.05M +$2.44M +46,466 +85%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.72M -$433K -8,236 -8%
NA
28
Navellier & Associates
Nevada
$4.3M -$54.9K -1,045 -1%
BGIM
29
Brandywine Global Investment Management
Pennsylvania
$4.04M +$3K +57 +0.1%
UBS Group
30
UBS Group
Switzerland
$3.96M +$205K +3,902 +5%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$3.74M -$64.6K -1,229 -2%
Legal & General Group
32
Legal & General Group
United Kingdom
$3.52M -$14.8K -281 -0.4%
JP Morgan Chase
33
JP Morgan Chase
New York
$3.32M +$164K +3,129 +5%
Marshall Wace
34
Marshall Wace
United Kingdom
$3.23M +$898K +17,081 +36%
CSS
35
Cubist Systematic Strategies
Connecticut
$2.86M +$2.67M +50,736 +774%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.85M +$2.65M +50,332 +742%
Swiss National Bank
37
Swiss National Bank
Switzerland
$2.67M +$26.3K +500 +0.9%
Prudential Financial
38
Prudential Financial
New Jersey
$2.51M +$874K +16,630 +50%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$2.4M -$26.3K -500 -1%
HF
40
HRT Financial
New York
$2.4M +$2.52M +48,020 New
Two Sigma Advisers
41
Two Sigma Advisers
New York
$2.38M +$2.5M +47,600 New
WI
42
Wintrust Investments
Illinois
$2.33M -$426K -8,100 -15%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.18M +$20.9K +398 +0.9%
SWA
44
Stratos Wealth Advisors
Ohio
$2.05M -$12.4K -236 -0.6%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2M +$996K +18,936 +90%
CS
46
Credit Suisse
Switzerland
$1.9M -$16.2K -308 -0.8%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$1.61M +$1.67M +31,828 +8,246%
Allianz Asset Management
48
Allianz Asset Management
Germany
$1.59M -$618K -11,757 -27%
Teacher Retirement System of Texas
49
Teacher Retirement System of Texas
Texas
$1.58M +$1.42M +26,934 +578%
Bank of America
50
Bank of America
North Carolina
$1.57M -$467K -8,892 -22%

UVV Hedge Fund Activity: Q2 2023 in Review

197 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2023, worth a combined $966M — down 5.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UVV positions and 14 closed out — a net gain of 15 holders — while 60 added to existing stakes and 74 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $15.4M. The largest seller was Invesco, cutting an estimated $15.3M.

  • 197 institutional investors held Universal Corp (UVV) as of Q2 2023, up from 182 in Q1 2023.
  • Funds reported $966M of Universal Corp stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 29 funds opened new Universal Corp positions in Q2 2023 and 14 closed out, a net change of +15 holders.
  • The largest Universal Corp buyer in Q2 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $15.4M added.
  • The largest Universal Corp seller in Q2 2023 was Invesco, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.