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Universal Corp

199 hedge funds and large institutions have $1.36B invested in Universal Corp in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $6.22M | Put options by funds: $1.12M

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

52% more capital invested

Capital invested by funds: $896M → $1.36B (+$464M)

9% more funds holding

Funds holding: 183199 (+16)

5.22% more ownership

Funds ownership: 77.07%82.28% (+5.2%)

23% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 78

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
60
Reduced
78
Closed
12
Calls
$6.22M
Puts
$1.12M
Net Calls
+$5.1M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
151
Colonial Trust Advisors
South Carolina
$53.9K
SOW
152
State of Wyoming
Wyoming
$53.5K +$42.5K +794 New
S
153
SignatureFD
Georgia
$49K -$2.95K -55 -7%
KBC Group
154
KBC Group
Belgium
$49K -$8.68K -162 -18%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$44K +$14.7K +274 +72%
PA
156
Parallel Advisors
California
$41.7K -$31.7K -591 -49%
AA
157
AlphaMark Advisors
Kentucky
$40K
SL
158
Salomon & Ludwin
Virginia
$36K
BTI
159
Blue Trust Inc
Georgia
$34K +$17.4K +325 +81%
SIS
160
Sound Income Strategies
Florida
$31.3K +$24.9K +465 New
PTC
161
Private Trust Company
Ohio
$30.7K
PA
162
PSI Advisors
Florida
$29.4K
QL
163
Quarry LP
New York
$27.5K +$21.9K +409 New
US Bancorp
164
US Bancorp
Minnesota
$25.9K +$5.2K +97 +34%
QCG
165
Quadrant Capital Group
Ohio
$25.8K +$14.5K +271 +242%
SPIA
166
Steward Partners Investment Advisory
New York
$23.6K +$18.7K +350 New
WT
167
Whittier Trust
California
$23.1K -$964 -18 -5%
AF
168
Allworth Financial
California
$21.3K +$2.2K +41 +15%
BWL
169
Bogart Wealth LLC
Virginia
$20.2K
DAM
170
Delta Asset Management
Tennessee
$20.2K
Nomura Asset Management
171
Nomura Asset Management
Japan
$18.9K
GI
172
GAMMA Investing
California
$17.8K +$16.5K +308 New
BHWM
173
Beaird Harris Wealth Management
Texas
$13.5K
LC
174
Lindbrook Capital
California
$11.8K +$6.59K +123 +237%
PS
175
Principal Securities
Iowa
$11.2K +$8.94K +167 New

UVV Hedge Fund Activity: Q4 2023 in Review

199 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2023, worth a combined $1.36B — up 52% from $896M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UVV positions and 12 closed out — a net gain of 19 holders — while 60 added to existing stakes and 78 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $56.6M. The largest seller was Invesco, cutting an estimated $13.2M.

  • 199 institutional investors held Universal Corp (UVV) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $1.36B of Universal Corp stock for Q4 2023, up 52% quarter-over-quarter.
  • 31 funds opened new Universal Corp positions in Q4 2023 and 12 closed out, a net change of +19 holders.
  • The largest Universal Corp buyer in Q4 2023 was Pacer Advisors, an estimated $56.6M added.
  • The largest Universal Corp seller in Q4 2023 was Invesco, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2023.