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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
DAM
176
Delta Asset Management
Tennessee
$15K
Nomura Asset Management
177
Nomura Asset Management
Japan
$14K
MFT
178
Moisand Fitzgerald Tamayo
Florida
$10.7K
BHWM
179
Beaird Harris Wealth Management
Texas
$9.99K
QCG
180
Quadrant Capital Group
Ohio
$6.39K +$3.58K +68 +113%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$6K +$53 +1 +0.9%
Bessemer Group
182
Bessemer Group
New Jersey
$5K +$1.42K +27 +34%
FFA
183
Farther Finance Advisors
California
$4.59K
TWM
184
Tradition Wealth Management
Minnesota
$4K +$53 +1 +1%
PFBT
185
Parkside Financial Bank & Trust
Missouri
$3.95K
HI
186
Harbour Investments
Wisconsin
$3.75K
SWA
187
Sutton Wealth Advisors
Florida
$2.7K
WPA
188
West Paces Advisors
Georgia
$2.1K
GGI
189
Godsey & Gibb Inc
Virginia
$2.08K
C
190
Covestor
United Kingdom
$2K -$2.52K -48 -61%
SCA
191
Stonebridge Capital Advisors
Minnesota
$2K +$2.1K +40 New
BIA
192
Bell Investment Advisors
California
$1.9K +$1.47K +28 +280%
NA
193
NewEdge Advisors
Louisiana
$1.3K
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$1.1K
Simplex Trading
195
Simplex Trading
Illinois
$1K +$1.31K +25 New
2L
196
25 LLC
Missouri
$501 +$53 +1 +11%
PWMG
197
Prestige Wealth Management Group
New Jersey
$350
Envestnet Asset Management
198
Envestnet Asset Management
Illinois
-$38.8K -171,983 Closed
ACM
199
Acrisure Capital Management
Texas
-$484K -9,157 Closed
EGM
200
Engineers Gate Manager
New York
-$361K -6,820 Closed

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.