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Universal Corp

169 hedge funds and large institutions have $934M invested in Universal Corp in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $4.46M | Put options by funds: $2.85M

1.77% less ownership

Funds ownership: 80.44%78.67% (-1.8%)

3% less funds holding

Funds holding: 174169 (-5)

11% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 64

17% less capital invested

Capital invested by funds: $1.12B → $934M (-$188M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

Holders
169
Holders Change
-5
Holders Change %
-2.87%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
57
Reduced
64
Closed
23
Calls
$4.46M
Puts
$2.85M
Net Calls
+$1.62M
Net Calls Change
-$493K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gemmer Asset Management
California
$7K +$3.91K +77 +115%
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$6K -$406 -8 -6%
IA
153
IFP Advisors
Florida
$6K
Federated Hermes
154
Federated Hermes
Pennsylvania
$5K -$40.9K -805 -88%
HI
155
Harbour Investments
Wisconsin
$4K +$51 +1 +1%
TWM
156
Tradition Wealth Management
Minnesota
$4K +$51 +1 +1%
BCA
157
Berman Capital Advisors
Georgia
$4K +$812 +16 +20%
TWA
158
TCI Wealth Advisors
Arizona
$4K +$913 +18 +24%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$4K +$2.59K +51 +146%
PCG
160
Private Capital Group
Connecticut
$2K
FPS
161
Fieldpoint Private Securities
Connecticut
$2K +$2.08K +41 New
GWS
162
Glassman Wealth Services
Virginia
$1K
QCG
163
Quadrant Capital Group
Ohio
$1K
TFO
164
Tarbox Family Office
California
$1K
CFA
165
Carroll Financial Associates
North Carolina
$1K +$1.73K +34 New
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$623 -$249K -4,900 -28%
EMG
167
ETF Managers Group
New Jersey
-$17.3M -306,433 Closed
Pacer Advisors
168
Pacer Advisors
Pennsylvania
-$2.85M -49,965 Closed
Arrowstreet Capital
169
Arrowstreet Capital
Massachusetts
-$2.03M -35,626 Closed
Marshall Wace
170
Marshall Wace
United Kingdom
-$1.58M -27,780 Closed
CAM
171
Concorde Asset Management
Michigan
-$1.1M -19,371 Closed
CSS
172
Cubist Systematic Strategies
Connecticut
-$1.01M -17,676 Closed
DA
173
Denali Advisors
California
-$792K -13,900 Closed
OSIA
174
O'Shares Investment Advisers
Massachusetts
-$622K -10,921 Closed
SIM
175
SummerHaven Investment Management
Connecticut
-$581K -10,198 Closed

UVV Hedge Fund Activity: Q3 2021 in Review

169 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2021, worth a combined $934M — down 17% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UVV and 18 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 57 added.

The largest buyer was Vanguard Group, adding an estimated $4.44M. The largest seller was ETF Managers Group, exiting entirely with an estimated $17.3M sold.

  • 169 institutional investors held Universal Corp (UVV) as of Q3 2021, down from 174 in Q2 2021.
  • Funds reported $934M of Universal Corp stock for Q3 2021, down 17% quarter-over-quarter.
  • 18 funds opened new Universal Corp positions in Q3 2021 and 23 closed out, a net change of -5 holders.
  • The largest Universal Corp buyer in Q3 2021 was Vanguard Group, an estimated $4.44M added.
  • The largest Universal Corp seller in Q3 2021 was ETF Managers Group, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2021.