We are live on ! Find out more
UVV icon

Universal Corp

197 hedge funds and large institutions have $966M invested in Universal Corp in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $1.28M

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

8% more funds holding

Funds holding: 182197 (+15)

0.71% less ownership

Funds ownership: 79.3%78.59% (-0.71%)

5% less capital invested

Capital invested by funds: $1.02B → $966M (-$55.3M)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
60
Reduced
74
Closed
14
Calls
$2.73M
Puts
$1.28M
Net Calls
+$1.45M
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
126
Truist Financial
North Carolina
$294K -$114K -2,162 -27%
API
127
Advisor Partners II
California
$276K -$48.1K -915 -14%
FNT
128
First National Trust
Pennsylvania
$256K
TSW
129
Thompson Siegel & Walmsley
Virginia
$250K
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$250K +$57.1K +1,087 +28%
SIM
131
Stratos Investment Management
Ohio
$247K +$1.21K +23 +0.5%
LCM
132
LVM Capital Management
Michigan
$245K -$10.5K -200 -4%
KAS
133
Kestra Advisory Services
Texas
$243K +$256K +4,861 New
SSA
134
Schonfeld Strategic Advisors
New York
$240K +$253K +4,812 New
MOACM
135
Mutual of America Capital Management
New York
$240K -$13.7K -260 -5%
Mariner
136
Mariner
Kansas
$237K +$26.3K +501 +12%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$227K +$239K +4,540 New
ECM
138
ExodusPoint Capital Management
New York
$223K +$234K +4,459 New
Baird Financial Group
139
Baird Financial Group
Wisconsin
$222K -$2.94K -56 -1%
FP
140
Foundry Partners
Minnesota
$221K +$233K +4,430 New
QC
141
Quadrature Capital
United Kingdom
$213K +$224K +4,267 New
AIM
142
Aigen Investment Management
New York
$212K +$223K +4,247 New
SW
143
SteelPeak Wealth
California
$205K -$20.9K -398 -9%
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$204K
PAM
145
Panagora Asset Management
Massachusetts
$201K
PI
146
PEAK6 Investments
Illinois
$191K +$88.8K +1,689 +79%
SS
147
Sunbelt Securities
Texas
$157K +$114K +2,160 +218%
ACM
148
Aquatic Capital Management
Illinois
$100K +$105K +2,000 New
Fidelity Investments
149
Fidelity Investments
Massachusetts
$99.6K -$53 -1 -0.1%
KBC Group
150
KBC Group
Belgium
$97K -$15.6K -296 -13%

UVV Hedge Fund Activity: Q2 2023 in Review

197 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2023, worth a combined $966M — down 5.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UVV positions and 14 closed out — a net gain of 15 holders — while 60 added to existing stakes and 74 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $15.4M. The largest seller was Invesco, cutting an estimated $15.3M.

  • 197 institutional investors held Universal Corp (UVV) as of Q2 2023, up from 182 in Q1 2023.
  • Funds reported $966M of Universal Corp stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 29 funds opened new Universal Corp positions in Q2 2023 and 14 closed out, a net change of +15 holders.
  • The largest Universal Corp buyer in Q2 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $15.4M added.
  • The largest Universal Corp seller in Q2 2023 was Invesco, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.