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Universal Corp

224 hedge funds and large institutions have $1.03B invested in Universal Corp in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

62% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $2.8M

13% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 72

10% more capital invested

Capital invested by funds: $937M → $1.03B (+$96.9M)

5% more funds holding

Funds holding: 213224 (+11)

0.22% less ownership

Funds ownership: 79.11%78.89% (-0.22%)

Holders
224
Holders Change
+11
Holders Change %
+5.16%
% of All Funds
3.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
81
Reduced
72
Closed
15
Calls
$4.54M
Puts
$2.8M
Net Calls
+$1.74M
Net Calls Change
+$624K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$203M +$2.12M +41,070 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$153M -$1.75M -33,776 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$101M -$1.73M -33,475 -2%
State Street
4
State Street
Massachusetts
$64.7M +$3.71M +71,773 +6%
First Trust Advisors
5
First Trust Advisors
Illinois
$57.5M -$5.43M -105,046 -9%
Pzena Investment Management
6
Pzena Investment Management
New York
$49.3M -$5.33M -103,085 -10%
Invesco
7
Invesco
Georgia
$42.2M -$6.33M -122,403 -13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$30.1M +$185K +3,578 +0.6%
Charles Schwab
9
Charles Schwab
California
$28.8M +$1.25M +24,089 +5%
Morgan Stanley
10
Morgan Stanley
New York
$19.3M +$5.23M +101,231 +39%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$19.1M -$1.3M -25,174 -7%
ProShare Advisors
12
ProShare Advisors
Maryland
$14.9M +$391K +7,558 +3%
Boston Partners
13
Boston Partners
Massachusetts
$14.1M -$878K -16,980 -6%
Mirae Asset Global ETFs Holdings
14
Mirae Asset Global ETFs Holdings
Hong Kong
$13.3M -$36.5K -706 -0.3%
Northern Trust
15
Northern Trust
Illinois
$13.1M +$270K +5,220 +2%
AAM
16
Advisors Asset Management
Colorado
$11.8M +$258K +4,986 +2%
DC
17
Davenport & Co
Virginia
$10.8M +$475K +9,187 +5%
Goldman Sachs
18
Goldman Sachs
New York
$10.6M +$5.78M +111,918 +127%
AAA
19
Adams Asset Advisors
Texas
$8.03M
IF
20
Insight Folios
North Carolina
$6.58M +$425K +8,222 +7%
Prudential Financial
21
Prudential Financial
New Jersey
$6.35M -$1.73M -33,415 -22%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.18M -$559K -10,819 -9%
UBS Group
23
UBS Group
Switzerland
$5.64M +$1.05M +20,345 +24%
Bank of America
24
Bank of America
North Carolina
$5.25M +$1.21M +23,414 +31%
Renaissance Technologies
25
Renaissance Technologies
New York
$5.02M -$2.02M -39,100 -29%

UVV Hedge Fund Activity: Q3 2024 in Review

224 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q3 2024, worth a combined $1.03B — up 10% from $937M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UVV positions and 15 closed out — a net gain of 13 holders — while 81 added to existing stakes and 72 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.78M. The largest seller was Invesco, cutting an estimated $6.33M.

  • 224 institutional investors held Universal Corp (UVV) as of Q3 2024, up from 213 in Q2 2024.
  • Funds reported $1.03B of Universal Corp stock for Q3 2024, up 10% quarter-over-quarter.
  • 28 funds opened new Universal Corp positions in Q3 2024 and 15 closed out, a net change of +13 holders.
  • The largest Universal Corp buyer in Q3 2024 was Goldman Sachs, an estimated $5.78M added.
  • The largest Universal Corp seller in Q3 2024 was Invesco, an estimated $6.33M sold.

Based on aggregated 13F filings for Q3 2024.