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Universal Corp
UVV

167 hedge funds and large institutions have $981M invested in Universal Corp in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.4M

16% more capital invested

Capital invested by funds: $845M → $981M (+$135M)

2% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 58

0.19% less ownership

Funds ownership: 82.54% → 82.35% (-0.19%)

5% less funds holding

Funds holding: 176 → 167 (-9)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
2.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
59
Reduced
58
Closed
21
Calls
$3.62M
Puts
$2.4M
Net Calls
+$1.22M
Net Calls Change
-$20K

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$8.66M
2
BlackRock
BlackRock
New York
+$7.25M
3
EMG
ETF Managers Group
New Jersey
+$5.89M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.47M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$9.17M
2
Renaissance Technologies
Renaissance Technologies
New York
-$4.44M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.75M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$3.63M
5
WI
Wintrust Investments
Illinois
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$346K -$192K -4,264 -37%
ASRS
102
Arizona State Retirement System
Arizona
$345K -$12.5K -278 -4%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$344K +$199K +4,427 +197%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$333K – – –
6M
105
6 Meridian
Kansas
$322K -$1.31K -29 -0.4%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$320K -$17.7K -394 -6%
LCM
107
LVM Capital Management
Michigan
$317K – – –
FEM
108
Fulcrum Equity Management
Texas
$306K -$39.6K -879 -12%
Two Sigma Advisers
109
Two Sigma Advisers
New York
$301K -$486K -10,800 -64%
TRCT
110
Tower Research Capital (TRC)
New York
$286K -$427K -9,481 -62%
CIM
111
Cambria Investment Management
California
$263K +$244K +5,408 New
AP
112
Advisor Partners
California
$253K +$8.33K +185 +4%
LBC
113
Lowe Brockenbrough & Co
Virginia
$251K – – –
SG Americas Securities
114
SG Americas Securities
New York
$248K -$1.39M -30,827 -86%
TSW
115
Thompson Siegel & Walmsley
Virginia
$243K – – –
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$233K +$108K +2,390 +100%
IA
117
IndexIQ Advisors
New York
$230K +$22.1K +490 +12%
FIM
118
Freedom Investment Management
Connecticut
$228K -$18.7K -416 -8%
Allianz Asset Management
119
Allianz Asset Management
Germany
$216K +$200K +4,448 New
Baird Financial Group
120
Baird Financial Group
Wisconsin
$213K +$198K +4,386 New
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$199K – – –
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$183K +$1.4K +31 +0.8%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$157K -$99.3K -2,206 -40%
MOACM
124
Mutual of America Capital Management
New York
$149K +$3.92K +87 +3%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$141K – – –
3 4
5
6 7

UVV Hedge Fund Activity: Q4 2020 in Review

167 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2020, worth a combined $981M — up 16% from $845M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UVV and 12 opened new positions — a net loss of 9 holders — while 58 trimmed existing stakes and 59 added.

The largest buyer was Pzena Investment Management, adding an estimated $8.66M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $9.17M.

  • 167 institutional investors held Universal Corp (UVV) as of Q4 2020, down from 176 in Q3 2020.
  • Funds reported $981M of Universal Corp stock for Q4 2020, up 16% quarter-over-quarter.
  • 12 funds opened new Universal Corp positions in Q4 2020 and 21 closed out, a net change of -9 holders.
  • The largest Universal Corp buyer in Q4 2020 was Pzena Investment Management, an estimated $8.66M added.
  • The largest Universal Corp seller in Q4 2020 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $9.17M sold.

Based on aggregated 13F filings for Q4 2020.