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Universal Corp

169 hedge funds and large institutions have $934M invested in Universal Corp in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $4.46M | Put options by funds: $2.85M

1.77% less ownership

Funds ownership: 80.44%78.67% (-1.8%)

3% less funds holding

Funds holding: 174169 (-5)

11% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 64

17% less capital invested

Capital invested by funds: $1.12B → $934M (-$188M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

Holders
169
Holders Change
-5
Holders Change %
-2.87%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
57
Reduced
64
Closed
23
Calls
$4.46M
Puts
$2.85M
Net Calls
+$1.62M
Net Calls Change
-$493K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$186M -$5.16M -101,586 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M +$4.44M +87,481 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$85.5M -$3.34M -65,750 -4%
State Street
4
State Street
Massachusetts
$60.1M -$630K -12,410 -1%
Invesco
5
Invesco
Georgia
$44.1M +$3.11M +61,196 +7%
Pzena Investment Management
6
Pzena Investment Management
New York
$41.7M +$592K +11,670 +1%
Boston Partners
7
Boston Partners
Massachusetts
$27.7M -$465K -9,158 -2%
LSV Asset Management
8
LSV Asset Management
Illinois
$26.1M -$6.1M -120,180 -18%
Renaissance Technologies
9
Renaissance Technologies
New York
$26M +$1.97M +38,800 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$25.7M -$306K -6,021 -1%
Northern Trust
11
Northern Trust
Illinois
$25M -$503K -9,905 -2%
Charles Schwab
12
Charles Schwab
California
$20.2M +$1.31M +25,840 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$19.9M +$7.21K +142 +0%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$11.4M -$344K -6,788 -3%
AAM
15
Advisors Asset Management
Colorado
$11.3M +$661K +13,017 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.1M +$1.25M +24,678 +13%
Victory Capital Management
17
Victory Capital Management
Texas
$9.59M +$1.25M +24,655 +14%
ProShare Advisors
18
ProShare Advisors
Maryland
$9.53M +$181K +3,569 +2%
DC
19
Davenport & Co
Virginia
$8.63M -$287K -5,659 -3%
Principal Financial Group
20
Principal Financial Group
Iowa
$8.11M -$99K -1,951 -1%
AAA
21
Adams Asset Advisors
Texas
$7.82M +$856K +16,874 +12%
First Trust Advisors
22
First Trust Advisors
Illinois
$7.42M +$584K +11,502 +8%
Ameriprise
23
Ameriprise
Minnesota
$6.16M -$159K -3,135 -2%
PPA
24
Parametric Portfolio Associates
Washington
$5.93M -$1.1M -21,609 -15%
Prudential Financial
25
Prudential Financial
New Jersey
$4.85M -$827K -16,293 -14%

UVV Hedge Fund Activity: Q3 2021 in Review

169 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2021, worth a combined $934M — down 17% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UVV and 18 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 57 added.

The largest buyer was Vanguard Group, adding an estimated $4.44M. The largest seller was ETF Managers Group, exiting entirely with an estimated $17.3M sold.

  • 169 institutional investors held Universal Corp (UVV) as of Q3 2021, down from 174 in Q2 2021.
  • Funds reported $934M of Universal Corp stock for Q3 2021, down 17% quarter-over-quarter.
  • 18 funds opened new Universal Corp positions in Q3 2021 and 23 closed out, a net change of -5 holders.
  • The largest Universal Corp buyer in Q3 2021 was Vanguard Group, an estimated $4.44M added.
  • The largest Universal Corp seller in Q3 2021 was ETF Managers Group, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2021.