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Universal Corp

169 hedge funds and large institutions have $934M invested in Universal Corp in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $4.46M | Put options by funds: $2.85M

1.77% less ownership

Funds ownership: 80.44%78.67% (-1.8%)

3% less funds holding

Funds holding: 174169 (-5)

11% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 64

17% less capital invested

Capital invested by funds: $1.12B → $934M (-$188M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

Holders
169
Holders Change
-5
Holders Change %
-2.87%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
57
Reduced
64
Closed
23
Calls
$4.46M
Puts
$2.85M
Net Calls
+$1.62M
Net Calls Change
-$493K
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
101
Fulcrum Equity Management
Texas
$347K +$12.4K +245 +4%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$336K
Robeco Institutional Asset Management
103
Robeco Institutional Asset Management
Netherlands
$331K
OQS
104
Occudo Quantitative Strategies
Florida
$325K +$341K +6,718 New
ASRS
105
Arizona State Retirement System
Arizona
$323K +$710 +14 +0.2%
LPL Financial
106
LPL Financial
California
$317K -$19.3K -380 -5%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$311K -$49.2K -969 -13%
GVAG
108
Great Valley Advisor Group
Delaware
$288K +$302K +5,955 New
RJA
109
Raymond James & Associates
Florida
$286K -$60.8K -1,199 -17%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$280K +$30.4K +600 +12%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$275K -$10.1K -200 -3%
AP
112
Advisor Partners
California
$275K +$4.72K +93 +2%
LBC
113
Lowe Brockenbrough & Co
Virginia
$252K +$2.54K +50 +1%
LCM
114
LVM Capital Management
Michigan
$246K
TSW
115
Thompson Siegel & Walmsley
Virginia
$242K
HSBC Holdings
116
HSBC Holdings
United Kingdom
$228K -$262K -5,164 -52%
GC
117
Guggenheim Capital
Illinois
$223K -$411K -8,103 -64%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$220K +$17.2K +339 +8%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$215K +$226K +4,452 New
Baird Financial Group
120
Baird Financial Group
Wisconsin
$212K
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$210K -$10.7K -210 -5%
FIM
122
Freedom Investment Management
Connecticut
$208K +$6.5K +128 +3%
AI
123
AdvisorShares Investments
Maryland
$203K +$89.9K +1,772 +73%
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$198K
MOACM
125
Mutual of America Capital Management
New York
$158K -$10.5K -207 -6%

UVV Hedge Fund Activity: Q3 2021 in Review

169 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2021, worth a combined $934M — down 17% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UVV and 18 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 57 added.

The largest buyer was Vanguard Group, adding an estimated $4.44M. The largest seller was ETF Managers Group, exiting entirely with an estimated $17.3M sold.

  • 169 institutional investors held Universal Corp (UVV) as of Q3 2021, down from 174 in Q2 2021.
  • Funds reported $934M of Universal Corp stock for Q3 2021, down 17% quarter-over-quarter.
  • 18 funds opened new Universal Corp positions in Q3 2021 and 23 closed out, a net change of -5 holders.
  • The largest Universal Corp buyer in Q3 2021 was Vanguard Group, an estimated $4.44M added.
  • The largest Universal Corp seller in Q3 2021 was ETF Managers Group, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2021.