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Universal Corp
UVV

213 hedge funds and large institutions have $937M invested in Universal Corp in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $2.79M

0.77% more ownership

Funds ownership: 78.34% → 79.11% (+0.77%)

1% less funds holding

Funds holding: 215 → 213 (-2)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

6% less capital invested

Capital invested by funds: $996M → $937M (-$58.8M)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

Holders
213
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
63
Reduced
78
Closed
29
Calls
$3.9M
Puts
$2.79M
Net Calls
+$1.11M
Net Calls Change
-$1.2M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$48.8M
2
ProShare Advisors
ProShare Advisors
Maryland
+$5.57M
3
ICM
Invenomic Capital Management
Massachusetts
+$3.17M
4
Boston Partners
Boston Partners
Massachusetts
+$2.43M
5
SBH
Segall Bryant & Hamill
Illinois
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$13.7M
2
Victory Capital Management
Victory Capital Management
Texas
-$8.68M
3
BlackRock
BlackRock
New York
-$7.26M
4
Renaissance Technologies
Renaissance Technologies
New York
-$7.14M
5
Millennium Management
Millennium Management
New York
-$4.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$261K -$1.42M -28,405 -84%
AWM
127
AE Wealth Management
Kansas
$260K +$23.3K +467 +9%
VA
128
Vident Advisory
Georgia
$259K +$41.9K +839 +18%
CC
129
Centiva Capital
New York
$258K +$267K +5,349 New
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$255K -$599 -12 -0.2%
Truist Financial
131
Truist Financial
North Carolina
$250K – – –
YCM
132
Yousif Capital Management
Michigan
$246K -$59.5K -1,192 -19%
Squarepoint
133
Squarepoint
New York
$246K +$254K +5,100 New
TSW
134
Thompson Siegel & Walmsley
Virginia
$241K – – –
Creative Planning
135
Creative Planning
Kansas
$241K -$948K -19,001 -79%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$240K +$1.05K +21 +0.4%
VAM
137
Verity Asset Management
North Carolina
$236K +$244K +4,897 New
OP
138
ORG Partners
Indiana
$233K +$198K +3,973 +438%
SPC
139
Sigma Planning Corp
Michigan
$212K +$219K +4,395 New
Baird Financial Group
140
Baird Financial Group
Wisconsin
$211K – – –
SW
141
SteelPeak Wealth
California
$210K -$3.19K -64 -1%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$205K -$19.3K -386 -8%
Public Employees Retirement Association of Colorado
143
Public Employees Retirement Association of Colorado
Colorado
$197K – – –
Russell Investments Group
144
Russell Investments Group
United Kingdom
$171K +$3.54K +71 +2%
VI
145
Vestcor Inc
New Brunswick, Canada
$149K – – –
SS
146
Sunbelt Securities
Texas
$130K -$17.5K -350 -11%
AIP
147
Ameritas Investment Partners
Nebraska
$116K – – –
IC
148
Innealta Capital
Texas
$108K +$112K +2,241 New
Fidelity Investments
149
Fidelity Investments
Massachusetts
$101K -$11.7K -235 -10%
GRP
150
Global Retirement Partners
California
$88.2K -$4.99K -100 -5%
4 5
6
7 8

UVV Hedge Fund Activity: Q2 2024 in Review

213 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2024, worth a combined $937M — down 5.9% from $996M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UVV and 28 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 63 added.

The largest buyer was First Trust Advisors, adding an estimated $48.8M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $13.7M sold.

  • 213 institutional investors held Universal Corp (UVV) as of Q2 2024, down from 215 in Q1 2024.
  • Funds reported $937M of Universal Corp stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 28 funds opened new Universal Corp positions in Q2 2024 and 29 closed out, a net change of -1 holder.
  • The largest Universal Corp buyer in Q2 2024 was First Trust Advisors, an estimated $48.8M added.
  • The largest Universal Corp seller in Q2 2024 was Mirae Asset Global Investments, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2024.