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Universal Corp

187 hedge funds and large institutions have $1.09B invested in Universal Corp in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

109% more call options, than puts

Call options by funds: $5.85M | Put options by funds: $2.8M

17% more capital invested

Capital invested by funds: $934M → $1.09B (+$156M)

11% more funds holding

Funds holding: 169187 (+18)

2.06% more ownership

Funds ownership: 78.67%80.73% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

Holders
187
Holders Change
+18
Holders Change %
+10.65%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
61
Reduced
59
Closed
13
Calls
$5.85M
Puts
$2.8M
Net Calls
+$3.05M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$36K -$2.84K -57 -8%
TRCT
152
Tower Research Capital (TRC)
New York
$35K -$63.3K -1,270 -66%
PK
153
Pflug Koory
Nebraska
$33K
US Bancorp
154
US Bancorp
Minnesota
$29K +$1.25K +25 +5%
PA
155
PSI Advisors
Florida
$27K -$24.9K -499 -50%
HWA
156
HHM Wealth Advisors
Tennessee
$22K
APA
157
American Portfolios Advisors
New York
$22K +$19.9K +400 New
S
158
SignatureFD
Georgia
$17K -$136K -2,723 -90%
DAM
159
Delta Asset Management
Tennessee
$16K
WB
160
Webster Bank
Connecticut
$16K
CFD
161
Creative Financial Designs
Indiana
$14K -$4.98K -100 -28%
SWA
162
Sutton Wealth Advisors
Florida
$13.6K -$12.4K -248 -50%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$13K +$11.7K +235 New
RMC
164
Resources Management Corp
Connecticut
$11K
BHWM
165
Beaird Harris Wealth Management
Texas
$11K +$9.97K +200 New
TWA
166
TCI Wealth Advisors
Arizona
$10K +$4.79K +96 +104%
GAM
167
Gemmer Asset Management
California
$7K -$399 -8 -6%
IA
168
IFP Advisors
Florida
$7K
C
169
Covestor
United Kingdom
$7K +$6.18K +124 New
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$5K -$100 -2 -2%
UB
171
UMB Bank
Missouri
$5K +$4.14K +83 New
Bessemer Group
172
Bessemer Group
New Jersey
$5K +$4.19K +84 New
TWM
173
Tradition Wealth Management
Minnesota
$4K +$100 +2 +3%
DFCM
174
Dark Forest Capital Management
Puerto Rico
$4K +$3.99K +80 New
Federated Hermes
175
Federated Hermes
Pennsylvania
$3K -$2.69K -54 -48%

UVV Hedge Fund Activity: Q4 2021 in Review

187 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2021, worth a combined $1.09B — up 17% from $934M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UVV positions and 13 closed out — a net gain of 19 holders — while 61 added to existing stakes and 59 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $5.6M. The largest seller was Renaissance Technologies, cutting an estimated $4.42M.

  • 187 institutional investors held Universal Corp (UVV) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $1.09B of Universal Corp stock for Q4 2021, up 17% quarter-over-quarter.
  • 32 funds opened new Universal Corp positions in Q4 2021 and 13 closed out, a net change of +19 holders.
  • The largest Universal Corp buyer in Q4 2021 was Pacer Advisors, an estimated $5.6M added.
  • The largest Universal Corp seller in Q4 2021 was Renaissance Technologies, an estimated $4.42M sold.

Based on aggregated 13F filings for Q4 2021.