We are live on ! Find out more
UVV icon

Universal Corp
UVV

215 hedge funds and large institutions have $996M invested in Universal Corp in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $2.01M

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

8% more funds holding

Funds holding: 199 → 215 (+16)

3.94% less ownership

Funds ownership: 82.28% → 78.34% (-3.9%)

13% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 72

27% less capital invested

Capital invested by funds: $1.36B → $996M (-$365M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
215
Holders Change
+16
Holders Change %
+8.04%
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
63
Reduced
72
Closed
18
Calls
$4.32M
Puts
$2.01M
Net Calls
+$2.31M
Net Calls Change
-$2.78M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$13M
2
Bank of America
Bank of America
North Carolina
+$5.91M
3
Invesco
Invesco
Georgia
+$4.77M
4
Millennium Management
Millennium Management
New York
+$4.52M
5
HF
HRT Financial
New York
+$4.25M

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$71.2M
2
Morgan Stanley
Morgan Stanley
New York
-$18.5M
3
State Street
State Street
Massachusetts
-$16.4M
4
Victory Capital Management
Victory Capital Management
Texas
-$9.88M
5
BlackRock
BlackRock
New York
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
101
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$479K -$1.45M -26,738 -74%
JF
102
Jump Financial
Illinois
$478K -$466K -8,562 -48%
KFA
103
Krane Funds Advisors
New York
$476K +$510K +9,373 New
HighTower Advisors
104
HighTower Advisors
Illinois
$474K +$39.2K +721 +9%
Lazard Asset Management
105
Lazard Asset Management
New York
$469K +$431K +7,921 +688%
FCH
106
Freestone Capital Holdings
Washington
$465K +$490K +9,000 New
UBS AM
107
UBS AM
Illinois
$462K – – –
FEM
108
Fulcrum Equity Management
Texas
$445K +$56K +1,030 +14%
MSRPS
109
Maryland State Retirement & Pension System
Maryland
$444K – – –
VI
110
Versor Investments
New York
$440K +$462K +8,500 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$435K -$274K -5,030 -37%
THWM
112
Taylor Hoffman Wealth Management
Virginia
$424K +$1.58K +29 +0.4%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$423K – – –
ACM
114
AlphaStar Capital Management
North Carolina
$422K -$434K -7,978 -49%
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$405K – – –
AB
116
Amalgamated Bank
New York
$397K -$70.2K -1,291 -14%
ACM
117
Aquatic Capital Management
Illinois
$393K +$413K +7,600 New
NYLIM
118
New York Life Investment Management
New York
$367K +$27.9K +512 +8%
CIM
119
Cambria Investment Management
California
$365K -$23.2K -426 -6%
KA
120
Keene & Associates
Texas
$351K +$10.3K +190 +3%
ASRS
121
Arizona State Retirement System
Arizona
$349K -$7.51K -138 -2%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$341K -$29.5K -542 -8%
Comerica Bank
123
Comerica Bank
Texas
$341K -$55.4K -1,019 -13%
Daiwa Securities Group
124
Daiwa Securities Group
Japan
$332K +$151K +2,771 +76%
YCM
125
Yousif Capital Management
Michigan
$326K -$53K -975 -13%
3 4
5
6 7

UVV Hedge Fund Activity: Q1 2024 in Review

215 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2024, worth a combined $996M — down 27% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UVV positions and 18 closed out — a net gain of 16 holders — while 63 added to existing stakes and 72 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $13M. The largest seller was Pacer Advisors, exiting entirely with an estimated $71.2M sold.

  • 215 institutional investors held Universal Corp (UVV) as of Q1 2024, up from 199 in Q4 2023.
  • Funds reported $996M of Universal Corp stock for Q1 2024, down 27% quarter-over-quarter.
  • 34 funds opened new Universal Corp positions in Q1 2024 and 18 closed out, a net change of +16 holders.
  • The largest Universal Corp buyer in Q1 2024 was Boston Partners, an estimated $13M added.
  • The largest Universal Corp seller in Q1 2024 was Pacer Advisors, an estimated $71.2M sold.

Based on aggregated 13F filings for Q1 2024.