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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
SW
126
SteelPeak Wealth
California
$301K -$11.2K -209 -4%
Voloridge Investment Management
127
Voloridge Investment Management
Florida
$300K -$1.69M -31,621 -88%
LCM
128
LVM Capital Management
Michigan
$296K -$26.8K -500 -10%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$295K -$7.87K -147 -3%
MOACM
130
Mutual of America Capital Management
New York
$289K -$1.07K -20 -0.5%
AWM
131
AE Wealth Management
Kansas
$289K +$7.18K +134 +3%
KAS
132
Kestra Advisory Services
Texas
$280K -$105K -1,956 -32%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$275K
Simplex Trading
134
Simplex Trading
Illinois
$272K +$209K +3,906 +2,621%
Squarepoint
135
Squarepoint
New York
$254K +$202K +3,777 New
Daiwa Securities Group
136
Daiwa Securities Group
Japan
$245K -$27.7K -518 -12%
IAA
137
Independent Advisor Alliance
North Carolina
$220K +$175K +3,264 New
SS
138
Sunbelt Securities
Texas
$208K -$2.89K -54 -2%
VI
139
Vestcor Inc
New Brunswick, Canada
$208K +$165K +3,086 New
KOC
140
Koss-Olinger Consulting
Florida
$203K +$161K +3,012 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$187K +$96.1K +1,795 +182%
AIP
142
Ameritas Investment Partners
Nebraska
$161K
ASN
143
Advisory Services Network
Georgia
$153K +$121K +2,266 New
DEM
144
Disciplined Equity Management
Florida
$135K +$107K +2,000 New
GRP
145
Global Retirement Partners
California
$124K +$87.9K +1,642 +356%
SN
146
Sittner & Nelson
Oregon
$110K
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$107K -$16.5K -309 -16%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$93.6K
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$78K -$1.93K -36 -3%
Lazard Asset Management
150
Lazard Asset Management
New York
$77K +$12.2K +228 +25%

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.