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Universal Corp

187 hedge funds and large institutions have $1.09B invested in Universal Corp in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

109% more call options, than puts

Call options by funds: $5.85M | Put options by funds: $2.8M

17% more capital invested

Capital invested by funds: $934M → $1.09B (+$156M)

11% more funds holding

Funds holding: 169187 (+18)

2.06% more ownership

Funds ownership: 78.67%80.73% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

Holders
187
Holders Change
+18
Holders Change %
+10.65%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
61
Reduced
59
Closed
13
Calls
$5.85M
Puts
$2.8M
Net Calls
+$3.05M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$215M +$3.69M +73,935 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M +$3.08M +61,779 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$94.5M -$2.49M -49,998 -3%
State Street
4
State Street
Massachusetts
$72M +$3.37M +67,689 +5%
Invesco
5
Invesco
Georgia
$55.8M +$5.09M +102,197 +11%
Pzena Investment Management
6
Pzena Investment Management
New York
$48.5M +$1.06M +21,333 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$31.5M +$2.13M +42,783 +8%
Boston Partners
8
Boston Partners
Massachusetts
$31.3M -$208K -4,177 -0.7%
Northern Trust
9
Northern Trust
Illinois
$28M -$324K -6,493 -1%
LSV Asset Management
10
LSV Asset Management
Illinois
$26.2M -$3.15M -63,100 -12%
Renaissance Technologies
11
Renaissance Technologies
New York
$24.7M -$4.42M -88,600 -16%
Charles Schwab
12
Charles Schwab
California
$23.8M +$797K +15,990 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$22.7M +$142K +2,857 +0.7%
AAM
14
Advisors Asset Management
Colorado
$13.4M +$510K +10,235 +4%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$13.4M +$387K +7,770 +3%
Victory Capital Management
16
Victory Capital Management
Texas
$12.1M +$1.05M +20,995 +11%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.5M -$3.79K -76 -0%
ProShare Advisors
18
ProShare Advisors
Maryland
$11.4M +$558K +11,191 +6%
Principal Financial Group
19
Principal Financial Group
Iowa
$9.87M +$598K +12,004 +7%
DC
20
Davenport & Co
Virginia
$9.68M -$108K -2,162 -1%
AAA
21
Adams Asset Advisors
Texas
$8.94M +$54.5K +1,093 +0.7%
First Trust Advisors
22
First Trust Advisors
Illinois
$8.62M +$171K +3,435 +2%
Morgan Stanley
23
Morgan Stanley
New York
$7.43M +$2.3M +46,229 +52%
PPA
24
Parametric Portfolio Associates
Washington
$7.41M +$613K +12,304 +10%
Ameriprise
25
Ameriprise
Minnesota
$7.25M +$230K +4,607 +4%

UVV Hedge Fund Activity: Q4 2021 in Review

187 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2021, worth a combined $1.09B — up 17% from $934M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UVV positions and 13 closed out — a net gain of 19 holders — while 61 added to existing stakes and 59 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $5.6M. The largest seller was Renaissance Technologies, cutting an estimated $4.42M.

  • 187 institutional investors held Universal Corp (UVV) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $1.09B of Universal Corp stock for Q4 2021, up 17% quarter-over-quarter.
  • 32 funds opened new Universal Corp positions in Q4 2021 and 13 closed out, a net change of +19 holders.
  • The largest Universal Corp buyer in Q4 2021 was Pacer Advisors, an estimated $5.6M added.
  • The largest Universal Corp seller in Q4 2021 was Renaissance Technologies, an estimated $4.42M sold.

Based on aggregated 13F filings for Q4 2021.