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Universal Corp
UVV

175 hedge funds and large institutions have $1.18B invested in Universal Corp in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $3M

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $981M → $1.18B (+$200M)

5% more funds holding

Funds holding: 167 → 175 (+8)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0.6% less ownership

Funds ownership: 82.35% → 81.75% (-0.6%)

Holders
175
Holders Change
+8
Holders Change %
+4.79%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
61
Reduced
56
Closed
16
Calls
$6.29M
Puts
$3M
Net Calls
+$3.29M
Net Calls Change
+$2.07M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12.7M
2
Bank of America
Bank of America
North Carolina
+$6.91M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.67M
4
EMG
ETF Managers Group
New Jersey
+$3.65M
5
Goldman Sachs
Goldman Sachs
New York
+$2.47M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$13.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$12.1M
3
State Street
State Street
Massachusetts
-$6.66M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$6M
5
Wells Fargo
Wells Fargo
California
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$410K +$9.82K +187 +3%
RJA
102
Raymond James & Associates
Florida
$407K -$31.9K -607 -8%
Robeco Institutional Asset Management
103
Robeco Institutional Asset Management
Netherlands
$404K – – –
IA
104
IndexIQ Advisors
New York
$399K +$107K +2,030 +43%
RA
105
Royce & Associates
New York
$395K -$420K -7,994 -54%
LPL Financial
106
LPL Financial
California
$378K +$336K +6,406 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$369K -$484K -9,224 -60%
FEM
108
Fulcrum Equity Management
Texas
$363K -$7.77K -148 -2%
LCM
109
LVM Capital Management
Michigan
$358K -$23.8K -453 -7%
AP
110
Advisor Partners
California
$331K +$21.3K +406 +8%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$326K +$39.1K +744 +16%
LBC
112
Lowe Brockenbrough & Co
Virginia
$305K – – –
Citigroup
113
Citigroup
New York
$297K -$537K -10,234 -67%
TSW
114
Thompson Siegel & Walmsley
Virginia
$295K – – –
SSA
115
Schonfeld Strategic Advisors
New York
$295K +$262K +5,000 New
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$272K -$104K -1,973 -30%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$259K – – –
FIM
118
Freedom Investment Management
Connecticut
$257K -$18K -343 -7%
CCP
119
Corient Capital Partners
California
$243K +$216K +4,111 New
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$241K – – –
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$232K +$8.82K +168 +4%
Creative Planning
122
Creative Planning
Kansas
$230K +$205K +3,900 New
E
123
Ergoteles
New York
$220K +$195K +3,722 New
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$217K -$181K -3,442 -48%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$214K +$191K +3,632 New
3 4
5
6 7

UVV Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2021, worth a combined $1.18B — up 20% from $981M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UVV positions and 16 closed out — a net gain of 9 holders — while 61 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $12.7M. The largest seller was Northern Trust, cutting an estimated $13.8M.

  • 175 institutional investors held Universal Corp (UVV) as of Q1 2021, up from 167 in Q4 2020.
  • Funds reported $1.18B of Universal Corp stock for Q1 2021, up 20% quarter-over-quarter.
  • 25 funds opened new Universal Corp positions in Q1 2021 and 16 closed out, a net change of +9 holders.
  • The largest Universal Corp buyer in Q1 2021 was BlackRock, an estimated $12.7M added.
  • The largest Universal Corp seller in Q1 2021 was Northern Trust, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2021.