Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Universal Corp Va Mtns Bk En (UVV)

231 + Investors. Track Smart Money conviction in UVV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — UVV

Based on 233 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added UVV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
233 hedge funds hold UVV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UVV is almost the same as a year ago (-7 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

135 buying101 selling
Last quarter: 135 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~36 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 24 → 34 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
151 out of 233 hedge funds have held UVV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

44 → 28 → 24 → 34 → 36 new funds/Q
New funds entering each quarter: 28 → 24 → 34 → 36. A growing number of institutions are discovering UVV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 19% newcomers

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Entry-cohort mix of 238 holders: 171 (72%) are 2+ year veterans, 22 entered 1–2 years ago, and 45 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
45 of 231 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in UVV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UVV

In 2026 Q2, 135 hedge funds were net buyers of UVV (36 opened a new position, 99 added to an existing one), while 101 reduced or exited (68 trimmed, 33 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 67% of total institutional value in UVV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 233.

Hedge Fund Ownership: UVV

How many hedge funds hold UVV — quarterly history vs. share price
Quarterly hedge fund ownership of UVV vs. share price

Market Analysis: UVV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UVV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: UVV
231 + Investors

Track Smart Money conviction in UVV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 231 230 0.43%
13F Shares 20M 20M 1.3%
Total Value $1.05B $1.05B 0.36%
New Positions 36 34 +2
Increased Positions 98 70 +28
Closed Positions 33 30 +3
Reduced Positions 66 81 -15
Total Calls 4 4 -
Total Puts 3 3 -
PUT/CALL Ratio 0.75 0.75 Neutral

Statistics: UVV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

231 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UVV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UVV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adams Asset Advisors, LLC 0.79% 133,892 $7.0M
2 John Boyer, Inc. 0.32% 5,743 $321K
3 Rexford Capital Inc 0.28% 8,653 $451K
4 Numerai GP LLC 0.23% 54,347 $2.8M
5 Dynamic Technology Lab Private Ltd 0.16% 13,779 $719K
6 iSAM Funds (UK) Ltd 0.15% 4,200 $219K
7 Brandywine Trust Co 0.13% 14,907 $778K
8 Aigen Investment Management, LP 0.11% 7,469 $390K
9 Virtus Advisers, LLC 0.10% 5,192 $271K
10 Taylor Hoffman Capital Management LLC 0.08% 6,459 $337K
11 3Chopt Investment Partners, LLC 0.07% 6,796 $355K
12 Pzena Investment Management LLC 0.06% 363,477 $19.0M
13 Sittner & Nelson, LLC 0.05% 3,250 $170K
14 Martingale Asset Management L P 0.05% 39,351 $2.1M
15 Ankerstar Wealth, LLC 0.04% 1,013 $53K
16 Navellier & Associates Inc 0.04% 10,104 $527K
17 Heritage Wealth Advisors 0.04% 21,963 $1.1M
18 CoreCap Advisors, LLC 0.04% 23,641 $1.2M
19 DAVENPORT & Co LLC 0.03% 125,420 $6.5M
20 Arkadios Wealth Advisors 0.03% 37,368 $1.9M
21 Hilton Head Capital Partners, LLC 0.02% 900 $47K
22 Aquatic Capital Management LLC 0.02% 13,035 $680K
23 Prudential Financial Inc 0.02% 402,344 $21.0M
24 Advisors Asset Management, Inc. 0.02% 28,621 $1.5M
25 Belpointe Asset Management LLC 0.02% 11,398 $595K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Universal Corp Va Mtns Bk En (UVV)

What does the Smart Money Trend signal show for UVV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UVV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UVV?

Slight buying edge — 57% buying: Last quarter: 135 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UVV holders?

Elite ownership — 67% AUM from top-100 funds: 45 of 231 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in UVV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UVV?

65% of holders stayed for 2+ years: 151 out of 233 hedge funds have held UVV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →