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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
Nisa Investment Advisors
51
Nisa Investment Advisors
Missouri
$1.62M -$107K -2,000 -8%
RJA
52
Raymond James & Associates
Florida
$1.58M -$66.7K -1,246 -5%
Franklin Resources
53
Franklin Resources
California
$1.5M -$68.6K -1,280 -5%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$1.47M -$35K -654 -3%
HWA
55
Heritage Wealth Advisors
Virginia
$1.46M +$5.84K +109 +0.5%
TPSF
56
Texas Permanent School Fund
Texas
$1.43M +$15.6K +292 +1%
GC
57
Guggenheim Capital
Illinois
$1.39M +$267K +4,988 +32%
Cerity Partners
58
Cerity Partners
New York
$1.35M +$1.07M +19,999 New
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$1.28M +$1.01M +18,941 New
Neuberger Berman Group
60
Neuberger Berman Group
New York
$1.26M -$369K -6,891 -27%
LPL Financial
61
LPL Financial
California
$1.24M +$201K +3,746 +26%
Canada Life
62
Canada Life
Manitoba, Canada
$1.23M -$129K -2,401 -12%
Wells Fargo
63
Wells Fargo
California
$1.22M +$76.7K +1,433 +9%
JF
64
Jump Financial
Illinois
$1.2M +$386K +7,207 +68%
Creative Planning
65
Creative Planning
Kansas
$1.2M +$250K +4,672 +36%
Citigroup
66
Citigroup
New York
$1.19M +$247K +4,606 +35%
Osaic Holdings
67
Osaic Holdings
Arizona
$1.15M +$96.2K +1,797 +12%
Allianz Asset Management
68
Allianz Asset Management
Germany
$1.15M -$335K -6,257 -27%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$1.13M +$348K +6,498 +63%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$1.11M +$48.8K +912 +6%
ACM
71
AlphaStar Capital Management
North Carolina
$1.09M -$364K -6,795 -30%
QC
72
Quadrature Capital
United Kingdom
$1.08M +$128K +2,397 +18%
CA
73
CoreCap Advisors
Michigan
$1.06M +$87.6K +1,635 +12%
CCC
74
Chesapeake Capital Corp
Florida
$1.03M +$823K +15,366 New
SOADOR
75
State of Alaska Department of Revenue
Alaska
$1.02M -$12.4K -231 -2%

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.