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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
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
$319K – – –
Mariner
127
Mariner
Kansas
$300K -$53.6K -985 -15%
LBC
128
Lowe Brockenbrough & Co
Virginia
$294K – – –
EGM
129
Engineers Gate Manager
New York
$285K +$300K +5,515 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$280K – – –
COPPSERS
131
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$274K +$381 +7 +0.1%
Truist Financial
132
Truist Financial
North Carolina
$269K – – –
TSW
133
Thompson Siegel & Walmsley
Virginia
$259K – – –
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$257K -$99K -1,820 -27%
AWM
135
AE Wealth Management
Kansas
$255K -$544 -10 -0.2%
HSBC Holdings
136
HSBC Holdings
United Kingdom
$242K +$254K +4,670 New
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$240K -$15.1K -277 -6%
VA
138
Vident Advisory
Georgia
$235K -$2.29K -42 -0.9%
DFCM
139
Dark Forest Capital Management
Puerto Rico
$234K +$246K +4,529 New
SW
140
SteelPeak Wealth
California
$229K -$2.23K -41 -0.9%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$227K – – –
KAS
142
Kestra Advisory Services
Texas
$225K +$10.2K +187 +4%
MOACM
143
Mutual of America Capital Management
New York
$219K -$3.48K -64 -1%
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$211K – – –
LCM
145
LVM Capital Management
Michigan
$202K -$27.2K -500 -11%
PAS
146
Point72 Asia (Singapore)
Singapore
$189K +$199K +3,652 New
Russell Investments Group
147
Russell Investments Group
United Kingdom
$179K +$186K +3,416 +6,326%
VI
148
Vestcor Inc
New Brunswick, Canada
$160K – – –
SS
149
Sunbelt Securities
Texas
$158K -$2.12K -39 -1%
EC
150
EntryPoint Capital
New York
$156K +$164K +3,008 New
4 5
6
7 8

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.