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Universal Corp

174 hedge funds and large institutions have $1.12B invested in Universal Corp in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $2.2M

1% less funds holding

Funds holding: 175174 (-1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

1.31% less ownership

Funds ownership: 81.75%80.44% (-1.3%)

5% less capital invested

Capital invested by funds: $1.18B → $1.12B (-$59.1M)

21% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 67

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
67
Closed
18
Calls
$4.31M
Puts
$2.2M
Net Calls
+$2.11M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$225M -$2.71M -46,962 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$151M +$1.4M +24,318 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$105M -$1.37M -23,697 -1%
State Street
4
State Street
Massachusetts
$71.5M +$5.13M +88,966 +8%
Invesco
5
Invesco
Georgia
$48.6M -$2.31M -40,091 -4%
Pzena Investment Management
6
Pzena Investment Management
New York
$48.5M -$756K -13,098 -2%
LSV Asset Management
7
LSV Asset Management
Illinois
$37.7M +$1.13M +19,499 +3%
Boston Partners
8
Boston Partners
Massachusetts
$33M -$342K -5,929 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$30.6M -$22.4K -388 -0.1%
Northern Trust
10
Northern Trust
Illinois
$30M -$431K -7,460 -1%
Renaissance Technologies
11
Renaissance Technologies
New York
$28.5M -$1.99M -34,500 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$23.4M +$565K +9,784 +2%
Charles Schwab
13
Charles Schwab
California
$22.3M +$1.04M +17,969 +5%
EMG
14
ETF Managers Group
New Jersey
$17.3M -$15.8M -272,952 -47%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$13.8M +$519K +9,000 +4%
AAM
16
Advisors Asset Management
Colorado
$12.6M +$996K +17,264 +8%
ProShare Advisors
17
ProShare Advisors
Maryland
$11M -$2.36M -40,942 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.5M -$819K -14,191 -7%
DC
19
Davenport & Co
Virginia
$10.5M -$945K -16,372 -8%
Victory Capital Management
20
Victory Capital Management
Texas
$9.9M +$1.37M +23,768 +16%
Principal Financial Group
21
Principal Financial Group
Iowa
$9.66M +$66.1K +1,146 +0.7%
AAA
22
Adams Asset Advisors
Texas
$8.25M +$633K +10,970 +8%
PPA
23
Parametric Portfolio Associates
Washington
$8.22M +$20.3K +351 +0.2%
First Trust Advisors
24
First Trust Advisors
Illinois
$8.09M -$1.16M -20,069 -12%
Bank of America
25
Bank of America
North Carolina
$7.54M -$2.71M -46,915 -26%

UVV Hedge Fund Activity: Q2 2021 in Review

174 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2021, worth a combined $1.12B — down 5% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UVV and 17 opened new positions — a net loss of 1 holder — while 67 trimmed existing stakes and 53 added.

The largest buyer was Brandywine Global Investment Management, opening a new position worth an estimated $5.56M. The largest seller was ETF Managers Group, cutting an estimated $15.8M.

  • 174 institutional investors held Universal Corp (UVV) as of Q2 2021, down from 175 in Q1 2021.
  • Funds reported $1.12B of Universal Corp stock for Q2 2021, down 5% quarter-over-quarter.
  • 17 funds opened new Universal Corp positions in Q2 2021 and 18 closed out, a net change of -1 holder.
  • The largest Universal Corp buyer in Q2 2021 was Brandywine Global Investment Management, an estimated $5.56M added.
  • The largest Universal Corp seller in Q2 2021 was ETF Managers Group, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2021.