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Universal Corp

181 hedge funds and large institutions have $905M invested in Universal Corp in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $2.78M | Put options by funds: $1.53M

1% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 67

1.51% less ownership

Funds ownership: 81.4%79.89% (-1.5%)

3% less funds holding

Funds holding: 186181 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

25% less capital invested

Capital invested by funds: $1.21B → $905M (-$304M)

Holders
181
Holders Change
-5
Holders Change %
-2.69%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
66
Reduced
67
Closed
23
Calls
$2.78M
Puts
$1.53M
Net Calls
+$1.25M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$179M -$5.53M -105,716 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M +$1.51M +28,806 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$83.1M +$2.09M +39,920 +2%
State Street
4
State Street
Massachusetts
$70M +$371K +7,077 +0.5%
Invesco
5
Invesco
Georgia
$56.2M +$12.5M +238,031 +24%
Pzena Investment Management
6
Pzena Investment Management
New York
$34.5M -$4.06M -77,591 -9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$27.7M +$190K +3,632 +0.6%
Northern Trust
8
Northern Trust
Illinois
$22.2M -$197K -3,766 -0.8%
Charles Schwab
9
Charles Schwab
California
$22.1M +$179K +3,415 +0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$19.7M +$225K +4,305 +1%
Boston Partners
11
Boston Partners
Massachusetts
$17.1M -$10.8M -205,832 -36%
Renaissance Technologies
12
Renaissance Technologies
New York
$16.3M -$3.03M -57,900 -14%
Victory Capital Management
13
Victory Capital Management
Texas
$16.1M +$1.28M +24,511 +8%
Morgan Stanley
14
Morgan Stanley
New York
$13.2M -$1.46M -27,942 -9%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$12.6M -$185K -3,526 -1%
LSV Asset Management
16
LSV Asset Management
Illinois
$11.8M -$6.25M -119,296 -32%
AAM
17
Advisors Asset Management
Colorado
$11.2M -$60.9K -1,164 -0.5%
DC
18
Davenport & Co
Virginia
$8.87M +$259K +4,947 +3%
AAA
19
Adams Asset Advisors
Texas
$8.53M +$76.4K +1,459 +0.8%
ProShare Advisors
20
ProShare Advisors
Maryland
$7.46M +$872K +16,651 +11%
Principal Financial Group
21
Principal Financial Group
Iowa
$7.18M -$405K -7,729 -5%
First Trust Advisors
22
First Trust Advisors
Illinois
$6.8M -$142K -2,716 -2%
N
23
Nuveen
North Carolina
$6.51M -$669K -12,771 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.84M -$4.17M -79,656 -39%
Ameriprise
25
Ameriprise
Minnesota
$5.8M -$731K -13,958 -10%

UVV Hedge Fund Activity: Q3 2022 in Review

181 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2022, worth a combined $905M — down 25% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UVV and 20 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 66 added.

The largest buyer was Invesco, adding an estimated $12.5M. The largest seller was Boston Partners, cutting an estimated $10.8M.

  • 181 institutional investors held Universal Corp (UVV) as of Q3 2022, down from 186 in Q2 2022.
  • Funds reported $905M of Universal Corp stock for Q3 2022, down 25% quarter-over-quarter.
  • 20 funds opened new Universal Corp positions in Q3 2022 and 23 closed out, a net change of -3 holders.
  • The largest Universal Corp buyer in Q3 2022 was Invesco, an estimated $12.5M added.
  • The largest Universal Corp seller in Q3 2022 was Boston Partners, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2022.