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Universal Corp

191 hedge funds and large institutions have $921M invested in Universal Corp in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $3.12M | Put options by funds: $765K

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

6% more funds holding

Funds holding: 181191 (+10)

2% more capital invested

Capital invested by funds: $905M → $921M (+$15.8M)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

1.36% less ownership

Funds ownership: 79.89%78.53% (-1.4%)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
63
Reduced
64
Closed
18
Calls
$3.12M
Puts
$765K
Net Calls
+$2.35M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$212M +$5.96M +114,509 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M +$3.64M +70,000 +2%
State Street
3
State Street
Massachusetts
$81.2M +$840K +16,157 +1%
Invesco
4
Invesco
Georgia
$61.5M -$2.94M -56,545 -5%
Pzena Investment Management
5
Pzena Investment Management
New York
$38.5M -$1.03M -19,779 -3%
Northern Trust
6
Northern Trust
Illinois
$25.5M -$51.9K -997 -0.2%
Charles Schwab
7
Charles Schwab
California
$24.6M -$732K -14,064 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$23.7M +$1.07M +20,587 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$22.9M -$8.76M -168,332 -28%
Renaissance Technologies
10
Renaissance Technologies
New York
$16.4M -$2.3M -44,300 -12%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$15M +$536K +10,311 +4%
Victory Capital Management
12
Victory Capital Management
Texas
$13.9M -$4.52M -86,849 -25%
AAM
13
Advisors Asset Management
Colorado
$12.7M -$155K -2,986 -1%
Morgan Stanley
14
Morgan Stanley
New York
$11.1M -$3.9M -74,881 -26%
First Trust Advisors
15
First Trust Advisors
Illinois
$10.6M +$2.73M +52,400 +35%
AAA
16
Adams Asset Advisors
Texas
$9.76M -$23.3K -447 -0.2%
DC
17
Davenport & Co
Virginia
$9.54M -$625K -12,022 -6%
Boston Partners
18
Boston Partners
Massachusetts
$8.83M -$10.3M -197,884 -54%
ProShare Advisors
19
ProShare Advisors
Maryland
$8.76M +$203K +3,912 +2%
Principal Financial Group
20
Principal Financial Group
Iowa
$7.92M -$309K -5,943 -4%
N
21
Nuveen
North Carolina
$7.05M -$408K -7,852 -6%
Ameriprise
22
Ameriprise
Minnesota
$6.21M -$438K -8,413 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.63M -$1.05M -20,226 -16%
IF
24
Insight Folios
North Carolina
$5.44M +$58.3K +1,121 +1%
Citadel Advisors
25
Citadel Advisors
Florida
$5.32M +$4.39M +84,430 +518%

UVV Hedge Fund Activity: Q4 2022 in Review

191 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2022, worth a combined $921M — up 1.7% from $905M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UVV positions and 18 closed out — a net gain of 13 holders — while 63 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $5.96M. The largest seller was Boston Partners, cutting an estimated $10.3M.

  • 191 institutional investors held Universal Corp (UVV) as of Q4 2022, up from 181 in Q3 2022.
  • Funds reported $921M of Universal Corp stock for Q4 2022, up 1.7% quarter-over-quarter.
  • 31 funds opened new Universal Corp positions in Q4 2022 and 18 closed out, a net change of +13 holders.
  • The largest Universal Corp buyer in Q4 2022 was BlackRock, an estimated $5.96M added.
  • The largest Universal Corp seller in Q4 2022 was Boston Partners, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.