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Universal Corp
UVV

191 hedge funds and large institutions have $921M invested in Universal Corp in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $3.12M | Put options by funds: $765K

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

6% more funds holding

Funds holding: 181 → 191 (+10)

2% more capital invested

Capital invested by funds: $905M → $921M (+$15.8M)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

1.36% less ownership

Funds ownership: 79.89% → 78.53% (-1.4%)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
63
Reduced
64
Closed
18
Calls
$3.12M
Puts
$765K
Net Calls
+$2.35M
Net Calls Change
+$1.11M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.96M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.39M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.64M
4
First Trust Advisors
First Trust Advisors
Illinois
+$2.73M
5
Millennium Management
Millennium Management
New York
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$10.3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$10.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.76M
4
Victory Capital Management
Victory Capital Management
Texas
-$4.52M
5
Morgan Stanley
Morgan Stanley
New York
-$3.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
126
Thompson Siegel & Walmsley
Virginia
$264K – – –
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$263K – – –
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$234K -$52K -1,000 -18%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$233K – – –
PFO
130
Pathstone Family Office
New Jersey
$228K -$21.9K -421 -9%
SIM
131
Stratos Investment Management
Ohio
$217K +$214K +4,113 New
FEM
132
Fulcrum Equity Management
Texas
$217K +$213K +4,102 New
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$216K – – –
TI
134
Trexquant Investment
Connecticut
$216K +$213K +4,086 New
YIH
135
Y-Intercept (HK)
Hong Kong
$212K +$209K +4,012 New
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$206K +$52.1K +1,002 +34%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$203K +$200K +3,839 New
AI
138
AdvisorShares Investments
Maryland
$191K -$17.9K -344 -9%
ACM
139
Aquatic Capital Management
Illinois
$169K +$83.2K +1,600 +100%
SN
140
Sittner & Nelson
Oregon
$160K +$78K +1,500 +99%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$148K +$45.4K +872 +45%
KBC Group
142
KBC Group
Belgium
$118K – – –
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$104K +$24.7K +475 +32%
AIP
144
Ameritas Investment Partners
Nebraska
$101K – – –
Dimensional Fund Advisors
145
Dimensional Fund Advisors
Texas
$97.7K +$2.3M +44,238 +2%
PI
146
PEAK6 Investments
Illinois
$84.1K +$19K +366 +30%
MLICM
147
Metropolitan Life Insurance Company (MetLife)
New York
$76K – – –
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$67K -$163K -3,131 -71%
3IP
149
3Chopt Investment Partners
Virginia
$52.8K +$52K +1,000 New
Lazard Asset Management
150
Lazard Asset Management
New York
$46K – – –
4 5
6
7 8

UVV Hedge Fund Activity: Q4 2022 in Review

191 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2022, worth a combined $921M — up 1.7% from $905M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UVV positions and 18 closed out — a net gain of 13 holders — while 63 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $5.96M. The largest seller was Boston Partners, cutting an estimated $10.3M.

  • 191 institutional investors held Universal Corp (UVV) as of Q4 2022, up from 181 in Q3 2022.
  • Funds reported $921M of Universal Corp stock for Q4 2022, up 1.7% quarter-over-quarter.
  • 31 funds opened new Universal Corp positions in Q4 2022 and 18 closed out, a net change of +13 holders.
  • The largest Universal Corp buyer in Q4 2022 was BlackRock, an estimated $5.96M added.
  • The largest Universal Corp seller in Q4 2022 was Boston Partners, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.