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Universal Corp

181 hedge funds and large institutions have $905M invested in Universal Corp in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $2.78M | Put options by funds: $1.53M

1% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 67

1.51% less ownership

Funds ownership: 81.4%79.89% (-1.5%)

3% less funds holding

Funds holding: 186181 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

25% less capital invested

Capital invested by funds: $1.21B → $905M (-$304M)

Holders
181
Holders Change
-5
Holders Change %
-2.69%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
66
Reduced
67
Closed
23
Calls
$2.78M
Puts
$1.53M
Net Calls
+$1.25M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$25K -$10.3K -196 -27%
GRP
152
Global Retirement Partners
California
$23K -$366 -7 -1%
PA
153
PSI Advisors
Florida
$23K
US Bancorp
154
US Bancorp
Minnesota
$22K -$12.4K -237 -33%
PTC
155
Private Trust Company
Ohio
$21K +$23.9K +456 New
GWM
156
Geneos Wealth Management
Colorado
$19K -$524 -10 -2%
WT
157
Whittier Trust
California
$19K
SOW
158
State of Wyoming
Wyoming
$17K +$19.8K +378 New
PA
159
Parallel Advisors
California
$15K -$12.6K -240 -42%
BWL
160
Bogart Wealth LLC
Virginia
$14K
WB
161
Webster Bank
Connecticut
$14K
SWA
162
Sutton Wealth Advisors
Florida
$13.8K -$366 -7 -2%
APA
163
American Portfolios Advisors
New York
$13.8K
S
164
SignatureFD
Georgia
$13K -$10.6K -202 -42%
Nomura Asset Management
165
Nomura Asset Management
Japan
$12.9K
Barrow, Hanley, Mewhinney & Strauss
166
Barrow, Hanley, Mewhinney & Strauss
Texas
$9K
TWA
167
TCI Wealth Advisors
Arizona
$9K +$262 +5 +3%
BHWM
168
Beaird Harris Wealth Management
Texas
$9K +$10.5K +200 New
MFT
169
Moisand Fitzgerald Tamayo
Florida
$6K +$6.33K +121 New
LC
170
Lindbrook Capital
California
$5K -$4.87K -93 -44%
Bessemer Group
171
Bessemer Group
New Jersey
$5K -$105 -2 -2%
PMFA
172
Plante Moran Financial Advisors
Michigan
$5K +$5.24K +100 New
HI
173
Hudock Inc
Pennsylvania
$4K
TWM
174
Tradition Wealth Management
Minnesota
$4K +$52 +1 +1%
QCG
175
Quadrant Capital Group
Ohio
$4K +$1.41K +27 +44%

UVV Hedge Fund Activity: Q3 2022 in Review

181 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2022, worth a combined $905M — down 25% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UVV and 20 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 66 added.

The largest buyer was Invesco, adding an estimated $12.5M. The largest seller was Boston Partners, cutting an estimated $10.8M.

  • 181 institutional investors held Universal Corp (UVV) as of Q3 2022, down from 186 in Q2 2022.
  • Funds reported $905M of Universal Corp stock for Q3 2022, down 25% quarter-over-quarter.
  • 20 funds opened new Universal Corp positions in Q3 2022 and 23 closed out, a net change of -3 holders.
  • The largest Universal Corp buyer in Q3 2022 was Invesco, an estimated $12.5M added.
  • The largest Universal Corp seller in Q3 2022 was Boston Partners, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2022.