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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
Franklin Resources
76
Franklin Resources
California
$748K -$252K -4,795 -24%
BT
77
Brandywine Trust
Delaware
$744K
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$658K +$9.94K +189 +1%
Barclays
79
Barclays
United Kingdom
$657K +$33.4K +636 +5%
CA
80
CoreCap Advisors
Michigan
$651K +$686K +13,041 New
AIG
81
American International Group
New York
$648K -$12.7K -242 -2%
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$644K +$78.9K +1,500 +13%
MIM
83
MetLife Investment Management
New Jersey
$639K
DTL
84
Dynamic Technology Lab
Singapore
$630K +$663K +12,616 New
Jane Street
85
Jane Street
New York
$628K +$661K +12,582 New
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$603K +$4.1K +78 +0.7%
LPL Financial
87
LPL Financial
California
$557K +$20.9K +398 +4%
GC
88
Guggenheim Capital
Illinois
$554K +$263K +5,009 +82%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$545K -$683 -13 -0.1%
Deutsche Bank
90
Deutsche Bank
Germany
$521K -$313K -5,949 -36%
KTC
91
Kistler-Tiffany Companies
Pennsylvania
$515K +$542K +10,307 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
$508K +$16.6K +316 +3%
FHB
93
First Hawaiian Bank
Hawaii
$504K +$5.26K +100 +1%
SRG
94
SBB Research Group
Illinois
$499K
AB
95
Amalgamated Bank
New York
$491K -$20.3K -387 -4%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$489K -$142K -2,700 -22%
MSRPS
97
Maryland State Retirement & Pension System
Maryland
$478K -$16.9K -321 -3%
UBS AM
98
UBS AM
Illinois
$472K
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$469K -$8.46K -161 -2%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$458K +$60.2K +1,145 +14%

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.