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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
BT
76
Brandywine Trust
Delaware
$1M
Two Sigma Investments
77
Two Sigma Investments
New York
$955K -$2.68M -49,969 -78%
AA
78
ALPS Advisors
Colorado
$946K +$106K +1,984 +16%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$938K +$299K +5,583 +67%
IMRF
80
Illinois Municipal Retirement Fund
Illinois
$915K -$22.5K -421 -3%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$905K +$115K +2,142 +19%
AIG
82
American International Group
New York
$885K -$6.16K -115 -0.9%
MIM
83
MetLife Investment Management
New Jersey
$861K
FHB
84
First Hawaiian Bank
Hawaii
$831K
LSERS
85
Louisiana State Employees Retirement System
Louisiana
$828K -$10.7K -200 -2%
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$820K +$11.6K +216 +2%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$796K -$11.3K -211 -2%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$794K -$13.8K -257 -2%
Deutsche Bank
89
Deutsche Bank
Germany
$784K -$14.4K -268 -2%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$733K -$1.07K -20 -0.2%
Millennium Management
91
Millennium Management
New York
$708K -$6.38M -119,130 -92%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$660K
FNT
93
First National Trust
Pennsylvania
$657K +$252K +4,710 +93%
AB
94
Amalgamated Bank
New York
$604K -$30.9K -577 -6%
UBS AM
95
UBS AM
Illinois
$601K
MSRPS
96
Maryland State Retirement & Pension System
Maryland
$601K -$7.98K -149 -2%
HighTower Advisors
97
HighTower Advisors
Illinois
$563K -$3.8K -71 -0.8%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$559K -$107 -2 -0%
THWM
99
Taylor Hoffman Wealth Management
Virginia
$550K +$438K +8,172 New
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$527K

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.