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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
VCM
176
Versant Capital Management
Arizona
$9.9K -$8.52K -159 -52%
HNB
177
Huntington National Bank
Ohio
$9.29K
Bessemer Group
178
Bessemer Group
New Jersey
$9K +$2.73K +51 +60%
IA
179
IFP Advisors
Florida
$8.89K
TWM
180
Tradition Wealth Management
Minnesota
$6K +$107 +2 +2%
FFO
181
Fortitude Family Office
Arizona
$5.52K +$4.39K +82 New
FFA
182
Farther Finance Advisors
California
$5.39K -$643 -12 -13%
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$5.18K -$589 -11 -13%
HI
184
Harbour Investments
Wisconsin
$5.05K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$4.71K +$3.05K +57 +438%
DF
186
Dunhill Financial
United Kingdom
$4.51K +$3.59K +67 New
Citadel Advisors
187
Citadel Advisors
Florida
$3.84K +$3.05K +57 New
Russell Investments Group
188
Russell Investments Group
United Kingdom
$3.63K +$1.23K +23 +74%
GGI
189
Godsey & Gibb Inc
Virginia
$2.8K
AT
190
Arlington Trust
Alabama
$2.76K +$2.2K +41 New
GWS
191
Glassman Wealth Services
Virginia
$2.42K +$1.93K +36 New
JWA
192
JFS Wealth Advisors
Pennsylvania
$2.02K +$1.61K +30 New
C
193
Covestor
United Kingdom
$2K -$375 -7 -17%
NA
194
NewEdge Advisors
Louisiana
$1.75K
MSWM
195
Mowery & Schoenfeld Wealth Management
Illinois
$808 +$643 +12 New
BIA
196
Bell Investment Advisors
California
$741 -$536 -10 -48%
PWMG
197
Private Wealth Management Group
New Jersey
$741 +$589 +11 New
PWMG
198
Prestige Wealth Management Group
New Jersey
$472
EWA
199
EverSource Wealth Advisors
Alabama
$471 +$375 +7 New
D.E. Shaw & Co
200
D.E. Shaw & Co
New York
-$1.77M -37,412 Closed

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.