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Universal Corp
UVV

199 hedge funds and large institutions have $1.36B invested in Universal Corp in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $6.22M | Put options by funds: $1.12M

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

52% more capital invested

Capital invested by funds: $896M → $1.36B (+$464M)

9% more funds holding

Funds holding: 183 → 199 (+16)

5.22% more ownership

Funds ownership: 77.07% → 82.28% (+5.2%)

23% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 78

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
60
Reduced
78
Closed
12
Calls
$6.22M
Puts
$1.12M
Net Calls
+$5.1M
Net Calls Change
+$3.87M

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$56.6M
2
Morgan Stanley
Morgan Stanley
New York
+$23.5M
3
BlackRock
BlackRock
New York
+$8.99M
4
Prudential Financial
Prudential Financial
New Jersey
+$3.58M
5
State Street
State Street
Massachusetts
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$13.2M
2
Millennium Management
Millennium Management
New York
-$6.38M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.68M
4
DC
Davenport & Co
Virginia
-$2.65M
5
ProShare Advisors
ProShare Advisors
Maryland
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$268M +$8.99M +167,923 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$198M -$805K -15,033 -0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$128M +$582K +10,875 +0.6%
State Street
4
State Street
Massachusetts
$99.5M +$2.5M +46,705 +3%
Pzena Investment Management
5
Pzena Investment Management
New York
$73.2M -$1.63M -30,401 -3%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$71.2M +$56.6M +1,057,449 New
Invesco
7
Invesco
Georgia
$60.1M -$13.2M -247,289 -22%
Morgan Stanley
8
Morgan Stanley
New York
$44M +$23.5M +439,496 +205%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$35M +$1.2M +22,360 +4%
Charles Schwab
10
Charles Schwab
California
$32.5M +$318K +5,930 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$27.5M +$665K +12,426 +3%
Victory Capital Management
12
Victory Capital Management
Texas
$25.5M +$1.5M +28,016 +8%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$18M -$401K -7,494 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$17.8M -$921K -17,200 -6%
Northern Trust
15
Northern Trust
Illinois
$17.2M +$370K +6,902 +3%
First Trust Advisors
16
First Trust Advisors
Illinois
$15.8M -$394K -7,361 -3%
AAM
17
Advisors Asset Management
Colorado
$14.5M -$864K -16,139 -7%
DC
18
Davenport & Co
Virginia
$11.6M -$2.65M -49,408 -22%
AAA
19
Adams Asset Advisors
Texas
$10.2M -$1.26M -23,547 -13%
ProShare Advisors
20
ProShare Advisors
Maryland
$9.25M -$1.95M -36,415 -21%
Principal Financial Group
21
Principal Financial Group
Iowa
$8.61M -$253K -4,723 -4%
Prudential Financial
22
Prudential Financial
New Jersey
$7.38M +$3.58M +66,831 +156%
IF
23
Insight Folios
North Carolina
$7.25M +$249K +4,645 +5%
Ameriprise
24
Ameriprise
Minnesota
$6.85M -$249K -4,653 -4%
Goldman Sachs
25
Goldman Sachs
New York
$6.44M +$1.39M +26,023 +37%
1
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UVV Hedge Fund Activity: Q4 2023 in Review

199 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2023, worth a combined $1.36B — up 52% from $896M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UVV positions and 12 closed out — a net gain of 19 holders — while 60 added to existing stakes and 78 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $56.6M. The largest seller was Invesco, cutting an estimated $13.2M.

  • 199 institutional investors held Universal Corp (UVV) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $1.36B of Universal Corp stock for Q4 2023, up 52% quarter-over-quarter.
  • 31 funds opened new Universal Corp positions in Q4 2023 and 12 closed out, a net change of +19 holders.
  • The largest Universal Corp buyer in Q4 2023 was Pacer Advisors, an estimated $56.6M added.
  • The largest Universal Corp seller in Q4 2023 was Invesco, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2023.