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Universal Corp

213 hedge funds and large institutions have $1.09B invested in Universal Corp in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $2.04M

20% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 65

5% more capital invested

Capital invested by funds: $1.03B → $1.09B (+$55.7M)

1.58% more ownership

Funds ownership: 78.89%80.48% (+1.6%)

5% less funds holding

Funds holding: 224213 (-11)

33% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 27

Holders
213
Holders Change
-11
Holders Change %
-4.91%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
78
Reduced
65
Closed
27
Calls
$3.61M
Puts
$2.04M
Net Calls
+$1.56M
Net Calls Change
-$174K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
151
KBC Group
Belgium
$63K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$57K +$17.4K +324 +45%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$55.6K +$54.3K +1,014 New
PFBT
154
Parkside Financial Bank & Trust
Missouri
$52K
WSFS
155
Wilmington Savings Fund Society
Delaware
$49.4K
GI
156
GAMMA Investing
California
$45.5K +$8.41K +157 +23%
SCM
157
Sterling Capital Management
North Carolina
$42.3K +$36.9K +688 +829%
SL
158
Salomon & Ludwin
Virginia
$41.8K
S
159
SignatureFD
Georgia
$34.9K -$322 -6 -0.9%
Nomura Asset Management
160
Nomura Asset Management
Japan
$33.5K
Q1WB
161
Quest 10 Wealth Builders
Virginia
$31.4K +$30.7K +573 New
SIS
162
Sound Income Strategies
Florida
$27.1K +$429 +8 +2%
PTC
163
Private Trust Company
Ohio
$25K
RTC
164
Riverview Trust Company
Washington
$20.8K
SPIA
165
Steward Partners Investment Advisory
New York
$20.8K +$1.61K +30 +9%
VCM
166
Versant Capital Management
Arizona
$19.7K +$11.4K +212 +144%
AF
167
Allworth Financial
California
$17.1K +$1.34K +25 +8%
BWL
168
Bogart Wealth LLC
Virginia
$16.5K
SIC
169
Salem Investment Counselors
North Carolina
$16.5K
SAM
170
Smartleaf Asset Management
Massachusetts
$12.9K +$7.56K +141 +145%
Bessemer Group
171
Bessemer Group
New Jersey
$12K
AA
172
AlphaMark Advisors
Kentucky
$11K -$21.4K -400 -67%
T
173
Transce3nd
Texas
$9.49K +$9.27K +173 New
PA
174
Parallel Advisors
California
$9.43K -$54 -1 -0.6%
HCA
175
Harbor Capital Advisors
Illinois
$9K -$107 -2 -1%

UVV Hedge Fund Activity: Q4 2024 in Review

213 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2024, worth a combined $1.09B — up 5.4% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UVV and 18 opened new positions — a net loss of 9 holders — while 65 trimmed existing stakes and 78 added.

The largest buyer was Goldman Sachs, adding an estimated $17.1M. The largest seller was ProShare Advisors, cutting an estimated $7.27M.

  • 213 institutional investors held Universal Corp (UVV) as of Q4 2024, down from 224 in Q3 2024.
  • Funds reported $1.09B of Universal Corp stock for Q4 2024, up 5.4% quarter-over-quarter.
  • 18 funds opened new Universal Corp positions in Q4 2024 and 27 closed out, a net change of -9 holders.
  • The largest Universal Corp buyer in Q4 2024 was Goldman Sachs, an estimated $17.1M added.
  • The largest Universal Corp seller in Q4 2024 was ProShare Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q4 2024.