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Universal Corp

213 hedge funds and large institutions have $1.09B invested in Universal Corp in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $2.04M

20% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 65

5% more capital invested

Capital invested by funds: $1.03B → $1.09B (+$55.7M)

1.58% more ownership

Funds ownership: 78.89%80.48% (+1.6%)

5% less funds holding

Funds holding: 224213 (-11)

33% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 27

Holders
213
Holders Change
-11
Holders Change %
-4.91%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
78
Reduced
65
Closed
27
Calls
$3.61M
Puts
$2.04M
Net Calls
+$1.56M
Net Calls Change
-$174K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$1.86K -$643 -12 -55%
HWM
202
Hemington Wealth Management
Virginia
$1K -$322 -6 -16%
CAL
203
Capital Advisors Ltd
Ohio
$1K +$697 +13 New
QL
204
Quarry LP
New York
$987 +$965 +18 New
PS
205
Principal Securities
Iowa
$932 -$375 -7 -29%
RIL
206
Rothschild Investment LLC
Illinois
$823 -$268 -5 -25%
BC
207
Broadwater Capital
Massachusetts
$823
MSWM
208
Mowery & Schoenfeld Wealth Management
Illinois
$659
BIA
209
Bell Investment Advisors
California
$604
PWMG
210
Private Wealth Management Group
New Jersey
$604
BGAI
211
Bruce G. Allen Investments
Colorado
$548
PWMG
212
Prestige Wealth Management Group
New Jersey
$384
WWP
213
WR Wealth Planners
Missouri
$110
Jane Street
214
Jane Street
New York
-$2.65M -49,849 Closed
Allspring Global Investments
215
Allspring Global Investments
North Carolina
-$1.56M -29,281 Closed
SC
216
Savant Capital
Illinois
-$1.38M -26,077 Closed
Pathstone Holdings
217
Pathstone Holdings
New Jersey
-$1.15M -21,653 Closed
HF
218
HRT Financial
New York
-$978K -18,416 Closed
Teacher Retirement System of Texas
219
Teacher Retirement System of Texas
Texas
-$641K -12,077 Closed
Arrowstreet Capital
220
Arrowstreet Capital
Massachusetts
-$585K -11,018 Closed
SPA
221
Sherbrooke Park Advisers
New York
-$529K -9,952 Closed
CCC
222
Chesapeake Capital Corp
Florida
-$446K -8,351 Closed
TI
223
Tidal Investments
Wisconsin
-$444K -8,351 Closed
XT
224
XTX Topco
Cayman Islands
-$366K -6,899 Closed
ACM
225
AlphaStar Capital Management
North Carolina
-$276K -5,201 Closed

UVV Hedge Fund Activity: Q4 2024 in Review

213 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2024, worth a combined $1.09B — up 5.4% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UVV and 18 opened new positions — a net loss of 9 holders — while 65 trimmed existing stakes and 78 added.

The largest buyer was Goldman Sachs, adding an estimated $17.1M. The largest seller was ProShare Advisors, cutting an estimated $7.27M.

  • 213 institutional investors held Universal Corp (UVV) as of Q4 2024, down from 224 in Q3 2024.
  • Funds reported $1.09B of Universal Corp stock for Q4 2024, up 5.4% quarter-over-quarter.
  • 18 funds opened new Universal Corp positions in Q4 2024 and 27 closed out, a net change of -9 holders.
  • The largest Universal Corp buyer in Q4 2024 was Goldman Sachs, an estimated $17.1M added.
  • The largest Universal Corp seller in Q4 2024 was ProShare Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q4 2024.