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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
AWM
201
Avior Wealth Management
Nebraska
$3.5K
UB
202
UMB Bank
Missouri
$3.08K +$1.6K +31 +115%
RA
203
Rise Advisors
New York
$2.97K +$52 +1 +2%
ACM
204
Aster Capital Management
United Arab Emirates
$2.81K +$2.74K +53 New
FHA
205
First Horizon Advisors
Tennessee
$2.6K +$672 +13 +36%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$2.39K -$18.3K -355 -89%
GGI
207
Godsey & Gibb Inc
Virginia
$2.21K
C
208
Covestor
United Kingdom
$2K +$310 +6 +21%
AAP
209
Arax Advisory Partners
Colorado
$1.91K -$1.81K -35 -49%
PS
210
Principal Securities
Iowa
$1.27K
IA
211
IFP Advisors
Florida
$1.17K -$5.69K -110 -83%
RIL
212
Rothschild Investment LLC
Illinois
$1.06K +$517 +10 +100%
HWM
213
Hemington Wealth Management
Virginia
$1K +$1.91K +37 New
BC
214
Broadwater Capital
Massachusetts
$797
MSWM
215
Mowery & Schoenfeld Wealth Management
Illinois
$638
BIA
216
Bell Investment Advisors
California
$585
PWMG
217
Private Wealth Management Group
New Jersey
$585
BGAI
218
Bruce G. Allen Investments
Colorado
$531 +$517 +10 New
PWMG
219
Prestige Wealth Management Group
New Jersey
$372
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$266 -$3.72K -72 -94%
CPA
221
Capital Performance Advisors
California
$159 +$155 +3 New
MFG
222
Mendota Financial Group
Wisconsin
$107 +$103 +2 New
WWP
223
WR Wealth Planners
Missouri
$106
IAIM
224
International Assets Investment Management
Florida
$46 +$124K +2,397 +5,211%
ICM
225
Invenomic Capital Management
Massachusetts
-$3.06M -63,500 Closed

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.