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Universal Corp

197 hedge funds and large institutions have $966M invested in Universal Corp in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $1.28M

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

8% more funds holding

Funds holding: 182197 (+15)

0.71% less ownership

Funds ownership: 79.3%78.59% (-0.71%)

5% less capital invested

Capital invested by funds: $1.02B → $966M (-$55.3M)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
60
Reduced
74
Closed
14
Calls
$2.73M
Puts
$1.28M
Net Calls
+$1.45M
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
151
Daiwa Securities Group
Japan
$97K +$102K +1,940 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$94.8K -$2K -38 -2%
AIP
153
Ameritas Investment Partners
Nebraska
$94.7K
SN
154
Sittner & Nelson
Oregon
$81.6K -$72.9K -1,387 -46%
PMEF
155
Point72 Middle East FZE
United Arab Emirates
$78.2K +$82.3K +1,566 New
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$65.4K
IA
157
IFP Advisors
Florida
$61.9K -$2.73K -52 -4%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K -$1.58K -30 -2%
AA
159
AlphaMark Advisors
Kentucky
$50K
PA
160
Parallel Advisors
California
$47.5K +$6.26K +119 +14%
Lazard Asset Management
161
Lazard Asset Management
New York
$43K
CTA
162
Colonial Trust Advisors
South Carolina
$40K
S
163
SignatureFD
Georgia
$39.5K -$3.63K -69 -8%
US Bancorp
164
US Bancorp
Minnesota
$33.3K -$9.04K -172 -21%
Point72 Asset Management
165
Point72 Asset Management
Connecticut
$26.7K +$28.1K +534 New
GRP
166
Global Retirement Partners
California
$23K
PTC
167
Private Trust Company
Ohio
$22.8K
GCM
168
Gladius Capital Management
Illinois
$22.6K -$11.7K -222 -33%
PA
169
PSI Advisors
Florida
$21.8K
BTI
170
Blue Trust Inc
Georgia
$21K -$24K -457 -53%
GWM
171
Geneos Wealth Management
Colorado
$20K +$13.1K +250 +166%
VCM
172
Versant Capital Management
Arizona
$19.3K -$9.15K -174 -31%
WT
173
Whittier Trust
California
$18K
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$16.4K -$2.23M -42,504 -99%
BWL
175
Bogart Wealth LLC
Virginia
$15K

UVV Hedge Fund Activity: Q2 2023 in Review

197 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2023, worth a combined $966M — down 5.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UVV positions and 14 closed out — a net gain of 15 holders — while 60 added to existing stakes and 74 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $15.4M. The largest seller was Invesco, cutting an estimated $15.3M.

  • 197 institutional investors held Universal Corp (UVV) as of Q2 2023, up from 182 in Q1 2023.
  • Funds reported $966M of Universal Corp stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 29 funds opened new Universal Corp positions in Q2 2023 and 14 closed out, a net change of +15 holders.
  • The largest Universal Corp buyer in Q2 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $15.4M added.
  • The largest Universal Corp seller in Q2 2023 was Invesco, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.