We are live on ! Find out more
UVV icon

Universal Corp

213 hedge funds and large institutions have $1.09B invested in Universal Corp in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $2.04M

20% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 65

5% more capital invested

Capital invested by funds: $1.03B → $1.09B (+$55.7M)

1.58% more ownership

Funds ownership: 78.89%80.48% (+1.6%)

5% less funds holding

Funds holding: 224213 (-11)

33% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 27

Holders
213
Holders Change
-11
Holders Change %
-4.91%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
78
Reduced
65
Closed
27
Calls
$3.61M
Puts
$2.04M
Net Calls
+$1.56M
Net Calls Change
-$174K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$212M +$2.3M +42,901 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M +$2.09M +38,940 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M -$2.19M -40,925 -2%
State Street
4
State Street
Massachusetts
$67.9M +$1.08M +20,234 +2%
Invesco
5
Invesco
Georgia
$54.6M +$10.8M +201,185 +25%
First Trust Advisors
6
First Trust Advisors
Illinois
$52.4M -$6.85M -127,891 -12%
Pzena Investment Management
7
Pzena Investment Management
New York
$50.2M -$723K -13,490 -1%
Charles Schwab
8
Charles Schwab
California
$31.5M +$1.74M +32,445 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.8M -$306K -5,708 -1%
Goldman Sachs
10
Goldman Sachs
New York
$28.5M +$17.1M +319,020 +160%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$21.2M +$1.47M +27,480 +8%
UBS Group
12
UBS Group
Switzerland
$19.4M +$13.3M +247,315 +233%
Morgan Stanley
13
Morgan Stanley
New York
$17.5M -$2.34M -43,650 -12%
Northern Trust
14
Northern Trust
Illinois
$15.7M +$2.09M +38,914 +16%
Boston Partners
15
Boston Partners
Massachusetts
$15.3M +$807K +15,056 +6%
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$14.5M +$710K +13,239 +5%
AAM
17
Advisors Asset Management
Colorado
$12.3M +$102K +1,911 +0.9%
DC
18
Davenport & Co
Virginia
$9.46M -$1.7M -31,662 -16%
AAA
19
Adams Asset Advisors
Texas
$8.29M
ProShare Advisors
20
ProShare Advisors
Maryland
$7.96M -$7.27M -135,604 -48%
JP Morgan Chase
21
JP Morgan Chase
New York
$7.43M +$3.25M +60,580 +81%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.56M +$179K +3,338 +3%
Prudential Financial
23
Prudential Financial
New Jersey
$6.37M -$188K -3,500 -3%
Allianz Asset Management
24
Allianz Asset Management
Germany
$5.35M +$1.37M +25,647 +36%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$4.91M +$266K +4,955 +6%

UVV Hedge Fund Activity: Q4 2024 in Review

213 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q4 2024, worth a combined $1.09B — up 5.4% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UVV and 18 opened new positions — a net loss of 9 holders — while 65 trimmed existing stakes and 78 added.

The largest buyer was Goldman Sachs, adding an estimated $17.1M. The largest seller was ProShare Advisors, cutting an estimated $7.27M.

  • 213 institutional investors held Universal Corp (UVV) as of Q4 2024, down from 224 in Q3 2024.
  • Funds reported $1.09B of Universal Corp stock for Q4 2024, up 5.4% quarter-over-quarter.
  • 18 funds opened new Universal Corp positions in Q4 2024 and 27 closed out, a net change of -9 holders.
  • The largest Universal Corp buyer in Q4 2024 was Goldman Sachs, an estimated $17.1M added.
  • The largest Universal Corp seller in Q4 2024 was ProShare Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q4 2024.