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Universal Corp
UVV

213 hedge funds and large institutions have $1.09B invested in Universal Corp in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $2.04M

20% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 65

5% more capital invested

Capital invested by funds: $1.03B → $1.09B (+$55.7M)

1.58% more ownership

Funds ownership: 78.89% → 80.48% (+1.6%)

5% less funds holding

Funds holding: 224 → 213 (-11)

33% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 27

Holders
213
Holders Change
-11
Holders Change %
-4.91%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
78
Reduced
65
Closed
27
Calls
$3.61M
Puts
$2.04M
Net Calls
+$1.56M
Net Calls Change
-$174K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$17.1M
2
UBS Group
UBS Group
Switzerland
+$13.3M
3
Invesco
Invesco
Georgia
+$10.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.25M
5
BlackRock
BlackRock
New York
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
ProShare Advisors
ProShare Advisors
Maryland
-$7.27M
2
First Trust Advisors
First Trust Advisors
Illinois
-$6.85M
3
Jane Street
Jane Street
New York
-$2.65M
4
Morgan Stanley
Morgan Stanley
New York
-$2.34M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
51
First National Trust
Pennsylvania
$1.63M +$526K +9,819 +50%
MAM
52
Martingale Asset Management
Massachusetts
$1.62M +$67.5K +1,260 +4%
SFI
53
Susquehanna Fundamental Investments
Pennsylvania
$1.62M +$1.58M +29,571 New
GC
54
Guggenheim Capital
Illinois
$1.55M +$177K +3,305 +13%
Victory Capital Management
55
Victory Capital Management
Texas
$1.53M +$186K +3,471 +14%
AllianceBernstein
56
AllianceBernstein
Tennessee
$1.48M +$36.4K +679 +3%
HWA
57
Heritage Wealth Advisors
Virginia
$1.46M +$10.1K +189 +0.7%
AA
58
ALPS Advisors
Colorado
$1.45M +$211K +3,944 +18%
Raymond James Financial
59
Raymond James Financial
Florida
$1.33M +$1.3M +24,242 New
AQR Capital Management
60
AQR Capital Management
Connecticut
$1.25M -$355K -6,627 -23%
Canada Life
61
Canada Life
Manitoba, Canada
$1.23M +$56.8K +1,060 +5%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$1.2M +$85.5K +1,595 +8%
Deutsche Bank
63
Deutsche Bank
Germany
$1.18M +$372K +6,936 +47%
CA
64
CoreCap Advisors
Michigan
$1.18M +$144K +2,694 +14%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$1.13M +$142K +2,648 +15%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$1.11M +$440K +8,212 +68%
IIM
67
INTECH Investment Management
Florida
$1.09M +$526K +9,818 +97%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$1.07M -$1.53M -28,584 -59%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$1.05M -$16.3K -305 -2%
LPL Financial
70
LPL Financial
California
$990K -$125K -2,327 -11%
SIM
71
SummerHaven Investment Management
Connecticut
$891K – – –
BT
72
Brandywine Trust
Delaware
$818K – – –
MIM
73
MetLife Investment Management
New Jersey
$806K +$33.3K +621 +4%
ETC
74
Exchange Traded Concepts
Oklahoma
$785K +$19.3K +360 +3%
FHB
75
First Hawaiian Bank
Hawaii
$771K – – –
1 2
3
4 5

UVV Hedge Fund Activity: Q4 2024 in Review

213 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2024, worth a combined $1.09B — up 5.4% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UVV and 18 opened new positions — a net loss of 9 holders — while 65 trimmed existing stakes and 78 added.

The largest buyer was Goldman Sachs, adding an estimated $17.1M. The largest seller was ProShare Advisors, cutting an estimated $7.27M.

  • 213 institutional investors held Universal Corp (UVV) as of Q4 2024, down from 224 in Q3 2024.
  • Funds reported $1.09B of Universal Corp stock for Q4 2024, up 5.4% quarter-over-quarter.
  • 18 funds opened new Universal Corp positions in Q4 2024 and 27 closed out, a net change of -9 holders.
  • The largest Universal Corp buyer in Q4 2024 was Goldman Sachs, an estimated $17.1M added.
  • The largest Universal Corp seller in Q4 2024 was ProShare Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q4 2024.