Universal Corp
181 hedge funds and large institutions have $905M invested in Universal Corp in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 23 closing their positions.
82% more call options, than puts
Call options by funds: $2.78M | Put options by funds: $1.53M
1% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 67
1.51% less ownership
Funds ownership: 81.4% → 79.89% (-1.5%)
3% less funds holding
Funds holding: 186 → 181 (-5)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
25% less capital invested
Capital invested by funds: $1.21B → $905M (-$304M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$12.5M |
| 2 |
Goldman Sachs
New York
|
+$2.19M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.09M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.51M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$10.8M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$6.25M |
| 3 |
BlackRock
New York
|
-$5.53M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$4.17M |
| 5 |
Pzena Investment Management
New York
|
-$4.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IHWM
201
Iron Horse Wealth Management
Johston,
Iowa
| – | -$1K | -10 | Closed |
|
202
Rockefeller Capital Management
New York
| – | +$576 | +11 | New |
|
UVV Hedge Fund Activity: Q3 2022 in Review
181 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2022, worth a combined $905M — down 25% from $1.21B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of UVV and 20 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 66 added.
The largest buyer was Invesco, adding an estimated $12.5M. The largest seller was Boston Partners, cutting an estimated $10.8M.
- 181 institutional investors held Universal Corp (UVV) as of Q3 2022, down from 186 in Q2 2022.
- Funds reported $905M of Universal Corp stock for Q3 2022, down 25% quarter-over-quarter.
- 20 funds opened new Universal Corp positions in Q3 2022 and 23 closed out, a net change of -3 holders.
- The largest Universal Corp buyer in Q3 2022 was Invesco, an estimated $12.5M added.
- The largest Universal Corp seller in Q3 2022 was Boston Partners, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2022.