Universal Corp
183 hedge funds and large institutions have $896M invested in Universal Corp in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 26 closing their positions.
85% more call options, than puts
Call options by funds: $2.65M | Put options by funds: $1.43M
3% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 69
1.52% less ownership
Funds ownership: 78.59% → 77.07% (-1.5%)
7% less funds holding
Funds holding: 197 → 183 (-14)
7% less capital invested
Capital invested by funds: $966M → $896M (-$69.8M)
50% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$9.83M |
| 2 |
Pzena Investment Management
New York
|
+$8.63M |
| 3 |
State Street
Boston,
Massachusetts
|
+$3.2M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.78M |
| 5 |
Two Sigma Advisers
New York
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$14.7M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$10.7M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.99M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$3.23M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$2.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FP
201
Foundry Partners
Minneapolis,
Minnesota
| – | -$221K | -4,430 | Closed |
|
|
AIM
202
Aigen Investment Management
New York
| – | -$212K | -4,247 | Closed |
|
|
PAM
203
Panagora Asset Management
Boston,
Massachusetts
| – | -$201K | -4,022 | Closed |
|
|
PI
204
PEAK6 Investments
Chicago,
Illinois
| – | -$191K | -3,818 | Closed |
|
|
PMEF
205
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$78.2K | -1,566 | Closed |
|
206
Point72 Asset Management
Stamford,
Connecticut
| – | -$26.7K | -534 | Closed |
|
|
WPA
207
West Paces Advisors
Atlanta,
Georgia
| – | -$2.1K | -42 | Closed |
|
|
SCA
208
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$2K | -40 | Closed |
|
|
2L
209
25 LLC
St. Louis,
Missouri
| – | -$501 | -10 | Closed |
|
UVV Hedge Fund Activity: Q3 2023 in Review
183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2023, worth a combined $896M — down 7.2% from $966M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of UVV and 13 opened new positions — a net loss of 13 holders — while 69 trimmed existing stakes and 67 added.
The largest buyer was Invesco, adding an estimated $9.83M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $14.7M sold.
- 183 institutional investors held Universal Corp (UVV) as of Q3 2023, down from 197 in Q2 2023.
- Funds reported $896M of Universal Corp stock for Q3 2023, down 7.2% quarter-over-quarter.
- 13 funds opened new Universal Corp positions in Q3 2023 and 26 closed out, a net change of -13 holders.
- The largest Universal Corp buyer in Q3 2023 was Invesco, an estimated $9.83M added.
- The largest Universal Corp seller in Q3 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $14.7M sold.
Based on aggregated 13F filings for Q3 2023.