Universal Corp
182 hedge funds and large institutions have $1.02B invested in Universal Corp in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 63 reducing their positions, and 25 closing their positions.
199% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $1.01M
11% more capital invested
Capital invested by funds: $921M → $1.02B (+$101M)
8% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 63
0.77% more ownership
Funds ownership: 78.53% → 79.3% (+0.77%)
5% less funds holding
Funds holding: 191 → 182 (-9)
28% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$12M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$3.36M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$8.83M |
| 2 |
State Street
Boston,
Massachusetts
|
-$5.85M |
| 3 |
BlackRock
New York
|
-$3.45M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$3.14M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$1.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$203K | -3,839 | Closed |
|
|
AI
202
AdvisorShares Investments
Bethesda,
Maryland
| – | -$191K | -3,620 | Closed |
|
|
ACM
203
Aquatic Capital Management
Chicago,
Illinois
| – | -$169K | -3,200 | Closed |
|
|
3IP
204
3Chopt Investment Partners
Richmond,
Virginia
| – | -$52.8K | -1,000 | Closed |
|
|
PMEF
205
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$39K | -739 | Closed |
|
|
CB
206
Centennial Bank
Conway,
Arkansas
| – | -$5.28K | -100 | Closed |
|
UVV Hedge Fund Activity: Q1 2023 in Review
182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2023, worth a combined $1.02B — up 11% from $921M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of UVV and 18 opened new positions — a net loss of 7 holders — while 63 trimmed existing stakes and 68 added.
The largest buyer was Pzena Investment Management, adding an estimated $12M. The largest seller was Boston Partners, exiting entirely with an estimated $8.83M sold.
- 182 institutional investors held Universal Corp (UVV) as of Q1 2023, down from 191 in Q4 2022.
- Funds reported $1.02B of Universal Corp stock for Q1 2023, up 11% quarter-over-quarter.
- 18 funds opened new Universal Corp positions in Q1 2023 and 25 closed out, a net change of -7 holders.
- The largest Universal Corp buyer in Q1 2023 was Pzena Investment Management, an estimated $12M added.
- The largest Universal Corp seller in Q1 2023 was Boston Partners, an estimated $8.83M sold.
Based on aggregated 13F filings for Q1 2023.