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Universal Corp
UVV

175 hedge funds and large institutions have $1.18B invested in Universal Corp in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $3M

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $981M → $1.18B (+$200M)

5% more funds holding

Funds holding: 167 → 175 (+8)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0.6% less ownership

Funds ownership: 82.35% → 81.75% (-0.6%)

Holders
175
Holders Change
+8
Holders Change %
+4.79%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
61
Reduced
56
Closed
16
Calls
$6.29M
Puts
$3M
Net Calls
+$3.29M
Net Calls Change
+$2.07M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12.7M
2
Bank of America
Bank of America
North Carolina
+$6.91M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.67M
4
EMG
ETF Managers Group
New Jersey
+$3.65M
5
Goldman Sachs
Goldman Sachs
New York
+$2.47M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$13.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$12.1M
3
State Street
State Street
Massachusetts
-$6.66M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$6M
5
Wells Fargo
Wells Fargo
California
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
151
HHM Wealth Advisors
Tennessee
$24K – – –
WT
152
Whittier Trust
California
$24K – – –
SWA
153
Sutton Wealth Advisors
Florida
$22.9K +$13.8K +262 +206%
DAM
154
Delta Asset Management
Tennessee
$18K – – –
WB
155
Webster Bank
Connecticut
$18K – – –
RMC
156
Resources Management Corp
Connecticut
$12K – – –
MLFP
157
MPS Loria Financial Planners
Illinois
$11K -$52 -1 -0.5%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$7K – – –
EVM
159
Eaton Vance Management
Massachusetts
$6K +$5.51K +105 New
TWA
160
TCI Wealth Advisors
Arizona
$4K -$472 -9 -11%
GAM
161
Gemmer Asset Management
California
$4K +$315 +6 +10%
PMFA
162
Plante Moran Financial Advisors
Michigan
$4K +$3.15K +60 New
HI
163
Harbour Investments
Wisconsin
$4K +$3.88K +74 New
BCA
164
Berman Capital Advisors
Georgia
$3K – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$2K – – –
PCG
166
Private Capital Group
Connecticut
$2K – – –
TFO
167
Tarbox Family Office
California
$2K – – –
WCM
168
Wealthcare Capital Management
Virginia
$2K +$1.68K +32 New
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$1.05K – – –
GWS
170
Glassman Wealth Services
Virginia
$1K – – –
QCG
171
Quadrant Capital Group
Ohio
$1K – – –
SWM
172
Spire Wealth Management
Virginia
$1K +$1.1K +21 New
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.31K +25 New
AIG
174
American International Group
New York
$956 -$9.71K -185 -1%
BGIM
175
Brandywine Global Investment Management
Pennsylvania
– -$6M -123,421 Closed
4 5 6
7
8

UVV Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2021, worth a combined $1.18B — up 20% from $981M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UVV positions and 16 closed out — a net gain of 9 holders — while 61 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $12.7M. The largest seller was Northern Trust, cutting an estimated $13.8M.

  • 175 institutional investors held Universal Corp (UVV) as of Q1 2021, up from 167 in Q4 2020.
  • Funds reported $1.18B of Universal Corp stock for Q1 2021, up 20% quarter-over-quarter.
  • 25 funds opened new Universal Corp positions in Q1 2021 and 16 closed out, a net change of +9 holders.
  • The largest Universal Corp buyer in Q1 2021 was BlackRock, an estimated $12.7M added.
  • The largest Universal Corp seller in Q1 2021 was Northern Trust, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2021.