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Universal Corp

213 hedge funds and large institutions have $937M invested in Universal Corp in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $2.79M

0.77% more ownership

Funds ownership: 78.34%79.11% (+0.77%)

1% less funds holding

Funds holding: 215213 (-2)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

6% less capital invested

Capital invested by funds: $996M → $937M (-$58.8M)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

Holders
213
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
3.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
63
Reduced
78
Closed
29
Calls
$3.9M
Puts
$2.79M
Net Calls
+$1.11M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
176
Salem Investment Counselors
North Carolina
$14.5K
US Bancorp
177
US Bancorp
Minnesota
$13.3K -$5.19K -104 -27%
WT
178
Whittier Trust
California
$12.5K -$4.14K -83 -24%
QCG
179
Quadrant Capital Group
Ohio
$9.69K -$5.14K -103 -34%
BHWM
180
Beaird Harris Wealth Management
Texas
$9.64K
PA
181
PSI Advisors
Florida
$9.01K -$12.5K -250 -57%
EWA
182
EverSource Wealth Advisors
Alabama
$7.11K +$6.29K +126 +1,800%
VCM
183
Versant Capital Management
Arizona
$7.08K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$7.04K +$3.79K +76 +109%
HNB
185
Huntington National Bank
Ohio
$6.65K
LC
186
Lindbrook Capital
California
$6.51K -$2K -40 -23%
IA
187
IFP Advisors
Florida
$6.36K
Bessemer Group
188
Bessemer Group
New Jersey
$6K
FFA
189
Farther Finance Advisors
California
$4.62K -$499 -10 -9%
FFO
190
Fortitude Family Office
Arizona
$3.95K
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$3.71K
HI
192
Harbour Investments
Wisconsin
$3.61K
FFA
193
Frazier Financial Advisors
Ohio
$3.57K +$648 +13 +21%
SAM
194
Smartleaf Asset Management
Massachusetts
$3.52K +$3.69K +74 New
AAP
195
Arax Advisory Partners
Colorado
$3.42K +$3.54K +71 New
DF
196
Dunhill Financial
United Kingdom
$3.32K +$50 +1 +1%
AWM
197
Avior Wealth Management
Nebraska
$3.18K -$249 -5 -7%
CFD
198
Creative Financial Designs
Indiana
$3.08K +$3.19K +64 New
RA
199
Rise Advisors
New York
$2.65K +$2.74K +55 New
IAIM
200
International Assets Investment Management
Florida
$2.22K +$2.29K +46 New

UVV Hedge Fund Activity: Q2 2024 in Review

213 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2024, worth a combined $937M — down 5.9% from $996M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UVV and 28 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 63 added.

The largest buyer was First Trust Advisors, adding an estimated $48.8M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $13.7M sold.

  • 213 institutional investors held Universal Corp (UVV) as of Q2 2024, down from 215 in Q1 2024.
  • Funds reported $937M of Universal Corp stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 28 funds opened new Universal Corp positions in Q2 2024 and 29 closed out, a net change of -1 holder.
  • The largest Universal Corp buyer in Q2 2024 was First Trust Advisors, an estimated $48.8M added.
  • The largest Universal Corp seller in Q2 2024 was Mirae Asset Global Investments, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2024.