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Universal Corp

186 hedge funds and large institutions have $1.21B invested in Universal Corp in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $2.64M

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

4% more capital invested

Capital invested by funds: $1.16B → $1.21B (+$51.6M)

2% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 64

0.26% more ownership

Funds ownership: 81.14%81.4% (+0.26%)

2% less funds holding

Funds holding: 190186 (-4)

Holders
186
Holders Change
-4
Holders Change %
-2.11%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
65
Reduced
64
Closed
20
Calls
$5.71M
Puts
$2.64M
Net Calls
+$3.06M
Net Calls Change
+$566K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$45K +$4.95K +83 +13%
US Bancorp
152
US Bancorp
Minnesota
$43K +$13.8K +231 +48%
PK
153
Pflug Koory
Nebraska
$36K
PA
154
Parallel Advisors
California
$34K -$775 -13 -2%
PA
155
PSI Advisors
Florida
$30K
S
156
SignatureFD
Georgia
$29K +$10.6K +177 +57%
GRP
157
Global Retirement Partners
California
$28K
GWM
158
Geneos Wealth Management
Colorado
$26K +$25.2K +422 +3,836%
HWA
159
HHM Wealth Advisors
Tennessee
$25K
WT
160
Whittier Trust
California
$25K
Lazard Asset Management
161
Lazard Asset Management
New York
$24K +$14.7K +247 +152%
SWM
162
SeaCrest Wealth Management
New York
$24K +$23.9K +400 New
SWA
163
Sutton Wealth Advisors
Florida
$18.6K
APA
164
American Portfolios Advisors
New York
$18.1K
WB
165
Webster Bank
Connecticut
$18K
Federated Hermes
166
Federated Hermes
Pennsylvania
$18K +$14.6K +245 +422%
BWL
167
Bogart Wealth LLC
Virginia
$18K +$17.9K +300 New
AIP
168
Ahrens Investment Partners
Louisiana
$18K +$18.1K +304 New
Nomura Asset Management
169
Nomura Asset Management
Japan
$16.9K
LC
170
Lindbrook Capital
California
$13K
Barrow, Hanley, Mewhinney & Strauss
171
Barrow, Hanley, Mewhinney & Strauss
Texas
$12K
RMC
172
Resources Management Corp
Connecticut
$12K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$12K +$6.38K +107 +127%
TWA
174
TCI Wealth Advisors
Arizona
$11K
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.21K +37 +32%

UVV Hedge Fund Activity: Q2 2022 in Review

186 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2022, worth a combined $1.21B — up 4.5% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UVV positions and 20 closed out — a net gain of 1 holder — while 65 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was LSV Asset Management, cutting an estimated $6M.

  • 186 institutional investors held Universal Corp (UVV) as of Q2 2022, down from 190 in Q1 2022.
  • Funds reported $1.21B of Universal Corp stock for Q2 2022, up 4.5% quarter-over-quarter.
  • 21 funds opened new Universal Corp positions in Q2 2022 and 20 closed out, a net change of +1 holder.
  • The largest Universal Corp buyer in Q2 2022 was Morgan Stanley, an estimated $10.8M added.
  • The largest Universal Corp seller in Q2 2022 was LSV Asset Management, an estimated $6M sold.

Based on aggregated 13F filings for Q2 2022.