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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
Comerica Bank
101
Comerica Bank
Texas
$512K +$11.2K +209 +3%
FEM
102
Fulcrum Equity Management
Texas
$510K -$65.9K -1,230 -14%
CIM
103
Cambria Investment Management
California
$503K -$77.5K -1,448 -16%
YCM
104
Yousif Capital Management
Michigan
$490K -$5.09K -95 -1%
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$481K -$10.7K -200 -3%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$464K
ASRS
107
Arizona State Retirement System
Arizona
$464K -$6.64K -124 -2%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$457K +$5.62K +105 +2%
Mariner
109
Mariner
Kansas
$456K +$363K +6,778 New
TRCT
110
Tower Research Capital (TRC)
New York
$454K +$297K +5,548 +466%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$450K -$100K -1,873 -22%
KA
112
Keene & Associates
Texas
$444K
NYLIM
113
New York Life Investment Management
New York
$443K -$8.19K -153 -2%
Mackenzie Financial
114
Mackenzie Financial
Ontario, Canada
$416K
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$402K -$1.09M -20,338 -77%
OP
116
ORG Partners
Indiana
$387K +$301K +5,614 +4,318%
LBC
117
Lowe Brockenbrough & Co
Virginia
$383K -$41.7K -779 -12%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$365K
COPPSERS
119
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$357K -$598K -11,171 -68%
Truist Financial
120
Truist Financial
North Carolina
$350K -$37.4K -699 -12%
TSW
121
Thompson Siegel & Walmsley
Virginia
$337K
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$331K +$264K +4,921 New
TI
123
Tidal Investments
Wisconsin
$320K +$254K +4,746 New
VA
124
Vident Advisory
Georgia
$309K +$4.66K +87 +2%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$306K -$6.91K -129 -3%

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.