We are live on ! Find out more
UVV icon

Universal Corp

175 hedge funds and large institutions have $1.18B invested in Universal Corp in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $3M

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $981M → $1.18B (+$200M)

5% more funds holding

Funds holding: 167175 (+8)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0.6% less ownership

Funds ownership: 82.35%81.75% (-0.6%)

Holders
175
Holders Change
+8
Holders Change %
+4.79%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
61
Reduced
56
Closed
16
Calls
$6.29M
Puts
$3M
Net Calls
+$3.29M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$236M +$12.7M +241,357 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$155M +$3.67M +69,927 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$110M -$1.56M -29,732 -2%
State Street
4
State Street
Massachusetts
$68.8M -$6.66M -126,843 -10%
Invesco
5
Invesco
Georgia
$52.6M +$11.1K +212 +0%
Pzena Investment Management
6
Pzena Investment Management
New York
$50.9M +$1.55M +29,533 +4%
LSV Asset Management
7
LSV Asset Management
Illinois
$37.8M -$2.96M -56,299 -8%
Boston Partners
8
Boston Partners
Massachusetts
$34.6M -$493K -9,383 -2%
EMG
9
ETF Managers Group
New Jersey
$34.2M +$3.65M +69,613 +14%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$31.7M +$50K +953 +0.2%
Northern Trust
11
Northern Trust
Illinois
$31.5M -$13.8M -263,824 -33%
Renaissance Technologies
12
Renaissance Technologies
New York
$31.5M -$12.1M -231,100 -30%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$23.7M +$1.53M +29,183 +8%
Charles Schwab
14
Charles Schwab
California
$22M +$395K +7,521 +2%
ProShare Advisors
15
ProShare Advisors
Maryland
$13.8M +$1.96M +37,404 +19%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$13.8M -$3.11M -59,304 -20%
AAM
17
Advisors Asset Management
Colorado
$12M +$484K +9,211 +5%
DC
18
Davenport & Co
Virginia
$11.8M +$1.37M +26,092 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.7M +$477K +9,080 +5%
Bank of America
20
Bank of America
North Carolina
$10.6M +$6.91M +131,704 +277%
Principal Financial Group
21
Principal Financial Group
Iowa
$9.94M -$7.72K -147 -0.1%
First Trust Advisors
22
First Trust Advisors
Illinois
$9.56M +$1.73M +33,008 +26%
Victory Capital Management
23
Victory Capital Management
Texas
$8.85M +$1.31M +24,912 +20%
PPA
24
Parametric Portfolio Associates
Washington
$8.49M -$784K -14,929 -9%
AAA
25
Adams Asset Advisors
Texas
$7.9M +$13.9K +265 +0.2%

UVV Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2021, worth a combined $1.18B — up 20% from $981M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UVV positions and 16 closed out — a net gain of 9 holders — while 61 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $12.7M. The largest seller was Northern Trust, cutting an estimated $13.8M.

  • 175 institutional investors held Universal Corp (UVV) as of Q1 2021, up from 167 in Q4 2020.
  • Funds reported $1.18B of Universal Corp stock for Q1 2021, up 20% quarter-over-quarter.
  • 25 funds opened new Universal Corp positions in Q1 2021 and 16 closed out, a net change of +9 holders.
  • The largest Universal Corp buyer in Q1 2021 was BlackRock, an estimated $12.7M added.
  • The largest Universal Corp seller in Q1 2021 was Northern Trust, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2021.