We are live on ! Find out more
UVV icon

Universal Corp

176 hedge funds and large institutions have $845M invested in Universal Corp in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $1.93M

0.96% less ownership

Funds ownership: 83.49%82.54% (-0.96%)

2% less capital invested

Capital invested by funds: $867M → $845M (-$21.5M)

5% less funds holding

Funds holding: 186176 (-10)

17% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 69

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
176
Holders Change
-10
Holders Change %
-5.38%
% of All Funds
3.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
57
Reduced
69
Closed
24
Calls
$3.17M
Puts
$1.93M
Net Calls
+$1.24M
Net Calls Change
+$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$151M -$5.39M -125,825 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$105M -$6.19M -144,550 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$82.6M -$2.6M -60,648 -3%
State Street
4
State Street
Massachusetts
$54.5M +$3.5M +81,740 +7%
Invesco
5
Invesco
Georgia
$36.4M +$5.41M +126,448 +17%
Renaissance Technologies
6
Renaissance Technologies
New York
$36.2M +$2.78M +64,900 +8%
Northern Trust
7
Northern Trust
Illinois
$34.1M -$566K -13,218 -2%
LSV Asset Management
8
LSV Asset Management
Illinois
$31M -$842K -19,678 -3%
Pzena Investment Management
9
Pzena Investment Management
New York
$26.9M +$5.18M +121,015 +23%
Boston Partners
10
Boston Partners
Massachusetts
$26.4M -$940K -21,950 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$19.3M -$1.21M -28,203 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.5M -$1.26M -29,508 -7%
EMG
13
ETF Managers Group
New Jersey
$15.9M +$3.06M +71,513 +23%
Charles Schwab
14
Charles Schwab
California
$15.2M -$421K -9,826 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$14.3M -$627K -14,648 -4%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$11M +$449K +10,486 +4%
ProShare Advisors
17
ProShare Advisors
Maryland
$8.01M +$866K +20,237 +12%
Principal Financial Group
18
Principal Financial Group
Iowa
$7.37M -$283K -6,620 -4%
DC
19
Davenport & Co
Virginia
$6.49M +$352K +8,230 +6%
Wells Fargo
20
Wells Fargo
California
$6.33M +$769K +17,959 +13%
AAM
21
Advisors Asset Management
Colorado
$6.31M +$1.31M +30,565 +25%
Ameriprise
22
Ameriprise
Minnesota
$6.12M -$694K -16,220 -10%
PPA
23
Parametric Portfolio Associates
Washington
$5.6M +$1.08M +25,138 +23%
First Trust Advisors
24
First Trust Advisors
Illinois
$5.26M +$680K +15,893 +14%
AAA
25
Adams Asset Advisors
Texas
$5.02M +$299K +6,974 +6%

UVV Hedge Fund Activity: Q3 2020 in Review

176 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2020, worth a combined $845M — down 2.5% from $867M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UVV and 15 opened new positions — a net loss of 9 holders — while 69 trimmed existing stakes and 57 added.

The largest buyer was Invesco, adding an estimated $5.41M. The largest seller was Vanguard Group, cutting an estimated $6.19M.

  • 176 institutional investors held Universal Corp (UVV) as of Q3 2020, down from 186 in Q2 2020.
  • Funds reported $845M of Universal Corp stock for Q3 2020, down 2.5% quarter-over-quarter.
  • 15 funds opened new Universal Corp positions in Q3 2020 and 24 closed out, a net change of -9 holders.
  • The largest Universal Corp buyer in Q3 2020 was Invesco, an estimated $5.41M added.
  • The largest Universal Corp seller in Q3 2020 was Vanguard Group, an estimated $6.19M sold.

Based on aggregated 13F filings for Q3 2020.