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Universal Corp

197 hedge funds and large institutions have $966M invested in Universal Corp in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $1.28M

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

8% more funds holding

Funds holding: 182197 (+15)

0.71% less ownership

Funds ownership: 79.3%78.59% (-0.71%)

5% less capital invested

Capital invested by funds: $1.02B → $966M (-$55.3M)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
60
Reduced
74
Closed
14
Calls
$2.73M
Puts
$1.28M
Net Calls
+$1.45M
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$193M -$4.35M -82,664 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$148M -$2.77M -52,696 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$94M -$809K -15,390 -0.8%
State Street
4
State Street
Massachusetts
$68.1M -$3.25M -61,753 -4%
Pzena Investment Management
5
Pzena Investment Management
New York
$46.9M -$1.01M -19,162 -2%
Invesco
6
Invesco
Georgia
$46.7M -$15.3M -291,791 -24%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$24.1M +$745K +14,171 +3%
Charles Schwab
8
Charles Schwab
California
$23.5M -$38.5K -733 -0.2%
Northern Trust
9
Northern Trust
Illinois
$23.4M -$31.7K -603 -0.1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$21.1M -$97.2K -1,849 -0.4%
Victory Capital Management
11
Victory Capital Management
Texas
$14.8M -$183K -3,473 -1%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$14.7M +$15.4M +293,680 New
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$13.2M +$18.5K +352 +0.1%
Renaissance Technologies
14
Renaissance Technologies
New York
$12.9M -$1.08M -20,600 -7%
AAM
15
Advisors Asset Management
Colorado
$11.7M -$306K -5,821 -2%
Morgan Stanley
16
Morgan Stanley
New York
$11.2M +$373K +7,104 +3%
DC
17
Davenport & Co
Virginia
$10.9M +$1.71M +32,532 +18%
First Trust Advisors
18
First Trust Advisors
Illinois
$10.5M -$325K -6,185 -3%
N
19
Nuveen
North Carolina
$8.35M +$52.3K +995 +0.6%
ProShare Advisors
20
ProShare Advisors
Maryland
$8.05M -$1.46M -27,784 -15%
AAA
21
Adams Asset Advisors
Texas
$7.79M -$1.51M -28,783 -16%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.96M -$461K -8,769 -6%
Ameriprise
23
Ameriprise
Minnesota
$5.7M -$204K -3,887 -3%
IF
24
Insight Folios
North Carolina
$5.7M +$335K +6,377 +6%
Millennium Management
25
Millennium Management
New York
$5.44M +$2.2M +41,873 +62%

UVV Hedge Fund Activity: Q2 2023 in Review

197 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2023, worth a combined $966M — down 5.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UVV positions and 14 closed out — a net gain of 15 holders — while 60 added to existing stakes and 74 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $15.4M. The largest seller was Invesco, cutting an estimated $15.3M.

  • 197 institutional investors held Universal Corp (UVV) as of Q2 2023, up from 182 in Q1 2023.
  • Funds reported $966M of Universal Corp stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 29 funds opened new Universal Corp positions in Q2 2023 and 14 closed out, a net change of +15 holders.
  • The largest Universal Corp buyer in Q2 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $15.4M added.
  • The largest Universal Corp seller in Q2 2023 was Invesco, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.