Universal Corp
199 hedge funds and large institutions have $1.36B invested in Universal Corp in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 78 reducing their positions, and 12 closing their positions.
453% more call options, than puts
Call options by funds: $6.22M | Put options by funds: $1.12M
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
52% more capital invested
Capital invested by funds: $896M → $1.36B (+$464M)
9% more funds holding
Funds holding: 183 → 199 (+16)
5.22% more ownership
Funds ownership: 77.07% → 82.28% (+5.2%)
23% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$56.6M |
| 2 |
Morgan Stanley
New York
|
+$23.5M |
| 3 |
BlackRock
New York
|
+$8.99M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$3.58M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$13.2M |
| 2 |
Millennium Management
New York
|
-$6.38M |
| 3 |
Two Sigma Investments
New York
|
-$2.68M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$2.65M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
-$1.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Tudor Investment Corp
Stamford,
Connecticut
| – | -$918K | -19,437 | Closed |
|
|
VFP
202
Verus Financial Partners
Richmond,
Virginia
| – | -$763K | -16,691 | Closed |
|
|
OQS
203
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| – | -$643K | -13,626 | Closed |
|
204
SG Americas Securities
New York
| – | -$485K | -10,269 | Closed |
|
205
Jane Street
New York
| – | -$292K | -6,182 | Closed |
|
|
ACM
206
Aquatic Capital Management
Chicago,
Illinois
| – | -$42K | -900 | Closed |
|
|
GCM
207
Gladius Capital Management
Chicago,
Illinois
| – | -$33.6K | -712 | Closed |
|
|
GWM
208
Geneos Wealth Management
Englewood,
Colorado
| – | -$18.9K | -400 | Closed |
|
|
MFT
209
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$10.2K | -215 | Closed |
|
|
PFBT
210
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$3.73K | -79 | Closed |
|
211
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$3.5K | -74 | Closed |
|
UVV Hedge Fund Activity: Q4 2023 in Review
199 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2023, worth a combined $1.36B — up 52% from $896M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new UVV positions and 12 closed out — a net gain of 19 holders — while 60 added to existing stakes and 78 trimmed.
The largest buyer was Pacer Advisors, opening a new position worth an estimated $56.6M. The largest seller was Invesco, cutting an estimated $13.2M.
- 199 institutional investors held Universal Corp (UVV) as of Q4 2023, up from 183 in Q3 2023.
- Funds reported $1.36B of Universal Corp stock for Q4 2023, up 52% quarter-over-quarter.
- 31 funds opened new Universal Corp positions in Q4 2023 and 12 closed out, a net change of +19 holders.
- The largest Universal Corp buyer in Q4 2023 was Pacer Advisors, an estimated $56.6M added.
- The largest Universal Corp seller in Q4 2023 was Invesco, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2023.