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Universal Corp

174 hedge funds and large institutions have $1.12B invested in Universal Corp in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $2.2M

1% less funds holding

Funds holding: 175174 (-1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

1.31% less ownership

Funds ownership: 81.75%80.44% (-1.3%)

5% less capital invested

Capital invested by funds: $1.18B → $1.12B (-$59.1M)

21% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 67

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
67
Closed
18
Calls
$4.31M
Puts
$2.2M
Net Calls
+$2.11M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
151
HHM Wealth Advisors
Tennessee
$23K
WT
152
Whittier Trust
California
$23K
SWA
153
Sutton Wealth Advisors
Florida
$22.2K
DAM
154
Delta Asset Management
Tennessee
$17K
WB
155
Webster Bank
Connecticut
$17K
RMC
156
Resources Management Corp
Connecticut
$11K
IA
157
IFP Advisors
Florida
$7K -$32.6K -564 -81%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$7K
TWM
159
Tradition Wealth Management
Minnesota
$5K +$4.56K +79 New
HI
160
Harbour Investments
Wisconsin
$4K
TWA
161
TCI Wealth Advisors
Arizona
$4K
GAM
162
Gemmer Asset Management
California
$4K +$115 +2 +3%
BCA
163
Berman Capital Advisors
Georgia
$4K +$1.56K +27 +49%
TFO
164
Tarbox Family Office
California
$2K -$58 -1 -4%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$2K
PCG
166
Private Capital Group
Connecticut
$2K
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$1.01K
GWS
168
Glassman Wealth Services
Virginia
$1K
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$1K
QCG
170
Quadrant Capital Group
Ohio
$1K
ASN
171
Advisory Services Network
Georgia
$1K +$981 +17 New
AIG
172
American International Group
New York
$896 -$27K -468 -3%
HAM
173
HoldCo Asset Management
Florida
-$2.36M -40,003 Closed
VI
174
Vestcor Inc
New Brunswick, Canada
-$980K -16,607 Closed
MSL
175
Mackay Shields LLC
New York
-$794K -13,467 Closed

UVV Hedge Fund Activity: Q2 2021 in Review

174 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2021, worth a combined $1.12B — down 5% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UVV and 17 opened new positions — a net loss of 1 holder — while 67 trimmed existing stakes and 53 added.

The largest buyer was Brandywine Global Investment Management, opening a new position worth an estimated $5.56M. The largest seller was ETF Managers Group, cutting an estimated $15.8M.

  • 174 institutional investors held Universal Corp (UVV) as of Q2 2021, down from 175 in Q1 2021.
  • Funds reported $1.12B of Universal Corp stock for Q2 2021, down 5% quarter-over-quarter.
  • 17 funds opened new Universal Corp positions in Q2 2021 and 18 closed out, a net change of -1 holder.
  • The largest Universal Corp buyer in Q2 2021 was Brandywine Global Investment Management, an estimated $5.56M added.
  • The largest Universal Corp seller in Q2 2021 was ETF Managers Group, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2021.