Universal Corp
182 hedge funds and large institutions have $1.02B invested in Universal Corp in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 24 closing their positions.
199% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $1.01M
11% more capital invested
Capital invested by funds: $921M → $1.02B (+$101M)
8.32% more ownership
Funds ownership: 70.98% → 79.3% (+8.3%)
6% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 63
4% less funds holding
Funds holding: 189 → 182 (-7)
21% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$12M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$3.36M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$8.83M |
| 2 |
State Street
Boston,
Massachusetts
|
-$5.85M |
| 3 |
BlackRock
New York
|
-$3.45M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$3.14M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$1.77M |
UVV Hedge Fund Activity: Q1 2023 in Review
182 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2023, worth a combined $1.02B — up 11% from $921M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of UVV and 19 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 67 added.
The largest buyer was Pzena Investment Management, adding an estimated $12M. The largest seller was Boston Partners, exiting entirely with an estimated $8.83M sold.
- 182 institutional investors held Universal Corp (UVV) as of Q1 2023, down from 189 in Q4 2022.
- Funds reported $1.02B of Universal Corp stock for Q1 2023, up 11% quarter-over-quarter.
- 19 funds opened new Universal Corp positions in Q1 2023 and 24 closed out, a net change of -5 holders.
- The largest Universal Corp buyer in Q1 2023 was Pzena Investment Management, an estimated $12M added.
- The largest Universal Corp seller in Q1 2023 was Boston Partners, an estimated $8.83M sold.
Based on aggregated 13F filings for Q1 2023.