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Universal Corp

186 hedge funds and large institutions have $1.21B invested in Universal Corp in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $2.64M

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

4% more capital invested

Capital invested by funds: $1.16B → $1.21B (+$51.6M)

2% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 64

0.26% more ownership

Funds ownership: 81.14%81.4% (+0.26%)

2% less funds holding

Funds holding: 190186 (-4)

Holders
186
Holders Change
-4
Holders Change %
-2.11%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
65
Reduced
64
Closed
20
Calls
$5.71M
Puts
$2.64M
Net Calls
+$3.06M
Net Calls Change
+$566K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$242M +$2.68M +44,912 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$174M +$2.93M +49,046 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M +$2.31M +38,774 +2%
State Street
4
State Street
Massachusetts
$91.6M +$6.81M +114,160 +8%
Invesco
5
Invesco
Georgia
$59.4M +$45.2K +757 +0.1%
Pzena Investment Management
6
Pzena Investment Management
New York
$50M -$3.84M -64,422 -7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$36.2M +$13.7K +230 +0%
Boston Partners
8
Boston Partners
Massachusetts
$34.1M +$161K +2,697 +0.5%
Northern Trust
9
Northern Trust
Illinois
$29.4M -$153K -2,559 -0.5%
Charles Schwab
10
Charles Schwab
California
$28.9M +$1.55M +25,918 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$25.7M -$270K -4,534 -1%
Renaissance Technologies
12
Renaissance Technologies
New York
$25M -$513K -8,600 -2%
LSV Asset Management
13
LSV Asset Management
Illinois
$22.8M -$6M -100,589 -21%
Victory Capital Management
14
Victory Capital Management
Texas
$19.7M -$382K -6,409 -2%
Morgan Stanley
15
Morgan Stanley
New York
$19M +$10.8M +181,386 +137%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$16.8M +$1.79M +30,084 +12%
AAM
17
Advisors Asset Management
Colorado
$14.7M -$51K -855 -0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.5M -$53.7K -900 -0.4%
DC
19
Davenport & Co
Virginia
$11.4M +$267K +4,480 +2%
AAA
20
Adams Asset Advisors
Texas
$11.1M +$1.21M +20,300 +12%
Principal Financial Group
21
Principal Financial Group
Iowa
$9.9M -$564K -9,452 -5%
N
22
Nuveen
North Carolina
$9.32M +$4.33M +72,671 +89%
First Trust Advisors
23
First Trust Advisors
Illinois
$9.11M +$333K +5,578 +4%
ProShare Advisors
24
ProShare Advisors
Maryland
$8.79M -$2.51M -42,033 -22%
Ameriprise
25
Ameriprise
Minnesota
$8.47M -$524K -8,780 -6%

UVV Hedge Fund Activity: Q2 2022 in Review

186 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2022, worth a combined $1.21B — up 4.5% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UVV positions and 20 closed out — a net gain of 1 holder — while 65 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was LSV Asset Management, cutting an estimated $6M.

  • 186 institutional investors held Universal Corp (UVV) as of Q2 2022, down from 190 in Q1 2022.
  • Funds reported $1.21B of Universal Corp stock for Q2 2022, up 4.5% quarter-over-quarter.
  • 21 funds opened new Universal Corp positions in Q2 2022 and 20 closed out, a net change of +1 holder.
  • The largest Universal Corp buyer in Q2 2022 was Morgan Stanley, an estimated $10.8M added.
  • The largest Universal Corp seller in Q2 2022 was LSV Asset Management, an estimated $6M sold.

Based on aggregated 13F filings for Q2 2022.