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Universal Corp
UVV

182 hedge funds and large institutions have $1.02B invested in Universal Corp in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $1.01M

11% more capital invested

Capital invested by funds: $921M → $1.02B (+$101M)

8% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 63

0.77% more ownership

Funds ownership: 78.53% → 79.3% (+0.77%)

5% less funds holding

Funds holding: 191 → 182 (-9)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
182
Holders Change
-9
Holders Change %
-4.71%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
68
Reduced
63
Closed
25
Calls
$3.02M
Puts
$1.01M
Net Calls
+$2.01M
Net Calls Change
-$349K

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$12M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.72M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.9M
4
Invesco
Invesco
Georgia
+$3.36M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$8.83M
2
State Street
State Street
Massachusetts
-$5.85M
3
BlackRock
BlackRock
New York
-$3.45M
4
LSV Asset Management
LSV Asset Management
Illinois
-$3.14M
5
CSS
Cubist Systematic Strategies
Connecticut
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
51
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.38M -$14.7K -280 -1%
Wells Fargo
52
Wells Fargo
California
$1.32M +$38.7K +737 +3%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$1.29M -$44.8K -853 -3%
Voloridge Investment Management
54
Voloridge Investment Management
Florida
$1.25M -$988K -18,820 -44%
Canada Life
55
Canada Life
Manitoba, Canada
$1.25M -$117K -2,236 -9%
TPSF
56
Texas Permanent School Fund
Texas
$1.16M +$289K +5,513 +33%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.11M +$584K +11,117 +112%
Tudor Investment Corp
58
Tudor Investment Corp
Connecticut
$1.07M +$265K +5,042 +33%
AQR Capital Management
59
AQR Capital Management
Connecticut
$1.05M +$324K +6,175 +45%
Franklin Resources
60
Franklin Resources
California
$1.05M +$148K +2,820 +17%
Osaic Holdings
61
Osaic Holdings
Arizona
$1.01M +$26.4K +503 +3%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$978K +$590K +11,239 +155%
HWA
63
Heritage Wealth Advisors
Virginia
$974K +$3.04K +58 +0.3%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$953K – – –
SOADOR
65
State of Alaska Department of Revenue
Alaska
$890K -$14K -267 -2%
Deutsche Bank
66
Deutsche Bank
Germany
$866K +$239K +4,561 +39%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$793K +$787K +14,991 New
BT
68
Brandywine Trust
Delaware
$788K – – –
VFP
69
Verus Financial Partners
Virginia
$713K – – –
OQS
70
Occudo Quantitative Strategies
Florida
$710K +$705K +13,429 New
AIG
71
American International Group
New York
$699K +$2.94K +56 +0.4%
Citigroup
72
Citigroup
New York
$692K -$192K -3,654 -22%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$687K +$86.7K +1,651 +15%
MIM
74
MetLife Investment Management
New Jersey
$677K – – –
Barclays
75
Barclays
United Kingdom
$663K +$39.5K +753 +6%
1 2
3
4 5

UVV Hedge Fund Activity: Q1 2023 in Review

182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2023, worth a combined $1.02B — up 11% from $921M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UVV and 18 opened new positions — a net loss of 7 holders — while 63 trimmed existing stakes and 68 added.

The largest buyer was Pzena Investment Management, adding an estimated $12M. The largest seller was Boston Partners, exiting entirely with an estimated $8.83M sold.

  • 182 institutional investors held Universal Corp (UVV) as of Q1 2023, down from 191 in Q4 2022.
  • Funds reported $1.02B of Universal Corp stock for Q1 2023, up 11% quarter-over-quarter.
  • 18 funds opened new Universal Corp positions in Q1 2023 and 25 closed out, a net change of -7 holders.
  • The largest Universal Corp buyer in Q1 2023 was Pzena Investment Management, an estimated $12M added.
  • The largest Universal Corp seller in Q1 2023 was Boston Partners, an estimated $8.83M sold.

Based on aggregated 13F filings for Q1 2023.