We are live on ! Find out more
UVV icon

Universal Corp

224 hedge funds and large institutions have $1.03B invested in Universal Corp in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

62% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $2.8M

13% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 72

10% more capital invested

Capital invested by funds: $937M → $1.03B (+$96.9M)

5% more funds holding

Funds holding: 213224 (+11)

0.22% less ownership

Funds ownership: 79.11%78.89% (-0.22%)

Holders
224
Holders Change
+11
Holders Change %
+5.16%
% of All Funds
3.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
81
Reduced
72
Closed
15
Calls
$4.54M
Puts
$2.8M
Net Calls
+$1.74M
Net Calls Change
+$624K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
176
Bogart Wealth LLC
Virginia
$15.9K
SIC
177
Salem Investment Counselors
North Carolina
$15.9K
WT
178
Whittier Trust
California
$13.8K
Bessemer Group
179
Bessemer Group
New Jersey
$12K +$4.5K +87 +63%
PA
180
PSI Advisors
Florida
$9.93K
PA
181
Parallel Advisors
California
$9.19K -$7.29K -141 -45%
HCA
182
Harbor Capital Advisors
Illinois
$9K +$8.53K +165 New
VCM
183
Versant Capital Management
Arizona
$7.81K
HNB
184
Huntington National Bank
Ohio
$7.33K
EWA
185
EverSource Wealth Advisors
Alabama
$7.22K +$155 +3 +2%
LC
186
Lindbrook Capital
California
$7.17K
OP
187
ORG Partners
Indiana
$6.9K -$246K -4,750 -97%
SC
188
Swan Capital
Florida
$6.75K +$6.56K +127 New
QCG
189
Quadrant Capital Group
Ohio
$6.37K -$4.19K -81 -40%
DAM
190
Delta Asset Management
Tennessee
$5.31K -$10.3K -200 -67%
SAM
191
Smartleaf Asset Management
Massachusetts
$5.18K +$1.19K +23 +31%
FFA
192
Farther Finance Advisors
California
$4.99K -$155 -3 -3%
CFD
193
Creative Financial Designs
Indiana
$4.78K +$1.34K +26 +41%
FFA
194
Frazier Financial Advisors
Ohio
$4.62K +$672 +13 +18%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$4.41K -$3.26K -63 -43%
SCM
196
Sterling Capital Management
North Carolina
$4.41K +$4.29K +83 New
FFO
197
Fortitude Family Office
Arizona
$4.36K
HI
198
Harbour Investments
Wisconsin
$3.98K
DF
199
Dunhill Financial
United Kingdom
$3.72K +$52 +1 +1%
GIA
200
GHP Investment Advisors
Colorado
$3.72K +$3.62K +70 New

UVV Hedge Fund Activity: Q3 2024 in Review

224 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2024, worth a combined $1.03B — up 10% from $937M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UVV positions and 15 closed out — a net gain of 13 holders — while 81 added to existing stakes and 72 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.78M. The largest seller was Invesco, cutting an estimated $6.33M.

  • 224 institutional investors held Universal Corp (UVV) as of Q3 2024, up from 213 in Q2 2024.
  • Funds reported $1.03B of Universal Corp stock for Q3 2024, up 10% quarter-over-quarter.
  • 28 funds opened new Universal Corp positions in Q3 2024 and 15 closed out, a net change of +13 holders.
  • The largest Universal Corp buyer in Q3 2024 was Goldman Sachs, an estimated $5.78M added.
  • The largest Universal Corp seller in Q3 2024 was Invesco, an estimated $6.33M sold.

Based on aggregated 13F filings for Q3 2024.