We are live on ! Find out more
UVV icon

Universal Corp

213 hedge funds and large institutions have $937M invested in Universal Corp in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $2.79M

0.77% more ownership

Funds ownership: 78.34%79.11% (+0.77%)

1% less funds holding

Funds holding: 215213 (-2)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

6% less capital invested

Capital invested by funds: $996M → $937M (-$58.8M)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

Holders
213
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
3.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
63
Reduced
78
Closed
29
Calls
$3.9M
Puts
$2.79M
Net Calls
+$1.11M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$182M -$7.26M -145,541 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$140M -$2.01M -40,250 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$93.5M -$377K -7,556 -0.4%
First Trust Advisors
4
First Trust Advisors
Illinois
$57.3M +$48.8M +978,599 +467%
State Street
5
State Street
Massachusetts
$55.3M -$1.43M -28,744 -2%
Pzena Investment Management
6
Pzena Investment Management
New York
$49.7M -$1.9M -38,009 -4%
Invesco
7
Invesco
Georgia
$44.2M -$3.16M -63,442 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$27.1M +$1.05M +21,147 +4%
Charles Schwab
9
Charles Schwab
California
$25M +$784K +15,717 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$18.5M -$470K -9,430 -2%
Boston Partners
11
Boston Partners
Massachusetts
$13.9M +$2.43M +48,773 +20%
ProShare Advisors
12
ProShare Advisors
Maryland
$13.2M +$5.57M +111,691 +69%
Morgan Stanley
13
Morgan Stanley
New York
$12.6M -$2.53M -50,774 -16%
Mirae Asset Global ETFs Holdings
14
Mirae Asset Global ETFs Holdings
Hong Kong
$12.1M +$12.6M +251,891 New
Northern Trust
15
Northern Trust
Illinois
$11.6M -$540K -10,816 -4%
AAM
16
Advisors Asset Management
Colorado
$10.4M +$257K +5,154 +2%
DC
17
Davenport & Co
Virginia
$9.4M +$1.19M +23,892 +14%
Prudential Financial
18
Prudential Financial
New Jersey
$7.38M -$505K -10,125 -6%
AAA
19
Adams Asset Advisors
Texas
$7.28M
Renaissance Technologies
20
Renaissance Technologies
New York
$6.44M -$7.14M -143,100 -52%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.13M -$279K -5,587 -4%
IF
22
Insight Folios
North Carolina
$5.57M +$170K +3,410 +3%
Ameriprise
23
Ameriprise
Minnesota
$4.33M -$430K -8,630 -9%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$4.28M +$214K +4,293 +5%
Goldman Sachs
25
Goldman Sachs
New York
$4.24M -$748K -14,991 -15%

UVV Hedge Fund Activity: Q2 2024 in Review

213 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q2 2024, worth a combined $937M — down 5.9% from $996M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UVV and 28 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 63 added.

The largest buyer was First Trust Advisors, adding an estimated $48.8M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $13.7M sold.

  • 213 institutional investors held Universal Corp (UVV) as of Q2 2024, down from 215 in Q1 2024.
  • Funds reported $937M of Universal Corp stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 28 funds opened new Universal Corp positions in Q2 2024 and 29 closed out, a net change of -1 holder.
  • The largest Universal Corp buyer in Q2 2024 was First Trust Advisors, an estimated $48.8M added.
  • The largest Universal Corp seller in Q2 2024 was Mirae Asset Global Investments, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2024.