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Universal Corp

199 hedge funds and large institutions have $1.36B invested in Universal Corp in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $6.22M | Put options by funds: $1.12M

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

52% more capital invested

Capital invested by funds: $896M → $1.36B (+$464M)

9% more funds holding

Funds holding: 183199 (+16)

5.22% more ownership

Funds ownership: 77.07%82.28% (+5.2%)

23% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 78

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
60
Reduced
78
Closed
12
Calls
$6.22M
Puts
$1.12M
Net Calls
+$5.1M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$5.77M +$71.5K +1,335 +2%
NA
27
Navellier & Associates
Nevada
$5.39M +$2.68K +50 +0.1%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$5.07M -$1.52M -28,400 -27%
BGIM
29
Brandywine Global Investment Management
Pennsylvania
$4.89M -$415K -7,757 -10%
JP Morgan Chase
30
JP Morgan Chase
New York
$4.72M -$101K -1,881 -3%
Legal & General Group
31
Legal & General Group
United Kingdom
$4.62M -$31.5K -589 -0.9%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$4.52M -$17.8K -333 -0.5%
UBS Group
33
UBS Group
Switzerland
$3.94M +$30.2K +564 +1%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.43M +$1.1M +20,519 +67%
WI
35
Wintrust Investments
Illinois
$3.42M -$897K -16,750 -25%
Swiss National Bank
36
Swiss National Bank
Switzerland
$3.27M -$300K -5,600 -10%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$3.18M -$36.4K -679 -1%
AQR Capital Management
38
AQR Capital Management
Connecticut
$3.01M +$31.8K +593 +1%
Bank of America
39
Bank of America
North Carolina
$2.75M +$209K +3,897 +11%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$2.7M -$951K -17,763 -31%
Barclays
41
Barclays
United Kingdom
$2.55M +$1.41M +26,299 +227%
Grantham, Mayo, Van Otterloo & Co (GMO)
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.42M -$609K -11,365 -24%
CS
43
Credit Suisse
Switzerland
$2.02M -$536K -10,015 -25%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.97M -$60.5K -1,130 -4%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$1.95M +$1.03M +19,309 +200%
MAM
46
Martingale Asset Management
Massachusetts
$1.92M +$50.5K +943 +3%
ETC
47
Exchange Traded Concepts
Oklahoma
$1.84M +$11.5K +215 +0.8%
SPS
48
Susquehanna Portfolio Strategies
Pennsylvania
$1.7M +$1.35M +25,272 New
TI
49
Trexquant Investment
Connecticut
$1.64M +$1.31M +24,414 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.64M -$959K -17,902 -42%

UVV Hedge Fund Activity: Q4 2023 in Review

199 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2023, worth a combined $1.36B — up 52% from $896M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UVV positions and 12 closed out — a net gain of 19 holders — while 60 added to existing stakes and 78 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $56.6M. The largest seller was Invesco, cutting an estimated $13.2M.

  • 199 institutional investors held Universal Corp (UVV) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $1.36B of Universal Corp stock for Q4 2023, up 52% quarter-over-quarter.
  • 31 funds opened new Universal Corp positions in Q4 2023 and 12 closed out, a net change of +19 holders.
  • The largest Universal Corp buyer in Q4 2023 was Pacer Advisors, an estimated $56.6M added.
  • The largest Universal Corp seller in Q4 2023 was Invesco, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2023.