Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNIVERSAL CORP VA MTNS BK EN (UVV)

229 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — UVV

Based on 229 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (96% of max)

96% of all-time peak
229 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

104 buying114 selling
Last quarter: 114 funds reduced or exited vs 104 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new UVV position: 43 → 28 → 24 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
155 out of 229 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.
📊

Peak discovery — momentum slowing

30 → 43 → 28 → 24 → 34 new funds/Q
New funds entering each quarter: 43 → 28 → 24 → 34. UVV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 9% 1-2yr ■ 18% new
Of 234 current holders: 171 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
46 of 229 holders are among the 100 largest funds by AUM, controlling 45% 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 Q1, 104 hedge funds were net buyers of UVV (34 opened a new position, 70 added to an existing one), while 114 reduced or exited (84 trimmed, 30 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in UVV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 229.

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.

Is It Too Late to Buy UNIVERSAL CORP VA MTNS BK EN (UVV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UVV has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
UVV
+5.7%
XLP
+4.3%

UVV outperformed XLP by +1.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
UVV
+2.4%
XLP
+1.0%

Since the filing became public, UVV outperformed XLP by +1.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 0 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: UVV
229 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 229 225 1.78%
13F Shares 20M 20M 1.34%
Total Value $1.05B $1.05B -0.14%
New Positions 34 24 +10
Increased Positions 70 85 -15
Closed Positions 30 27 +3
Reduced Positions 81 87 -6
Total Calls 4 3 33.33%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.75 0.67 Neutral

Statistics: UVV

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Short % of Float --

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Institutional Holders (2026 Q1)

229 + 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 institutional holders of UVV — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adams Asset Advisors, LLC 0.84% 142,083 $7.5M
2 REXFORD CAPITAL INC 0.33% 8,725 $460K
3 NAVELLIER & ASSOCIATES INC 0.32% 59,018 $3.1M
4 Walser Wealth Management Company, A Ltd Liability Co 0.20% 8,412 $443K
5 City Center Advisors, LLC 0.19% 3,809 $201K
6 AIGEN INVESTMENT MANAGEMENT, LP 0.17% 12,554 $662K
7 Vestcor Inc 0.16% 108,156 $6K
8 BRANDYWINE TRUST CO 0.14% 14,907 $786K
9 Odyssean, LLC 0.13% 6,618 $349K
10 VIRTUS ADVISERS, LLC 0.11% 4,570 $241K
11 Taylor Hoffman Capital Management LLC 0.10% 6,459 $340K
12 3Chopt Investment Partners, LLC 0.09% 7,800 $411K
13 Byrne Asset Management LLC 0.06% 2,093 $110K
14 Advisors Asset Management, Inc. 0.06% 72,186 $3.8M
15 SITTNER & NELSON, LLC 0.06% 3,250 $171K
16 Dynamic Technology Lab Private Ltd 0.06% 7,280 $384K
17 PZENA INVESTMENT MANAGEMENT LLC 0.06% 329,488 $17.4M
18 Ankerstar Wealth, LLC 0.06% 1,008 $53K
19 Numerai GP LLC 0.06% 10,500 $553K
20 FIRST NATIONAL TRUST CO 0.05% 29,432 $1.6M
21 MARTINGALE ASSET MANAGEMENT L P 0.05% 39,209 $2.1M
22 INTECH INVESTMENT MANAGEMENT LLC 0.05% 98,395 $5.2M
23 CoreCap Advisors, LLC 0.04% 23,011 $1.2M
24 Heritage Wealth Advisors 0.04% 18,618 $981K
25 DAVENPORT & Co LLC 0.04% 122,310 $6.4M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 48% buying: Last quarter: 114 funds reduced or exited vs 104 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UVV holders?

Elite ownership — 45% AUM from top-100 funds: 46 of 229 holders are among the 100 largest funds by AUM, controlling 45% 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?

68% of holders stayed for 2+ years: 155 out of 229 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.

Is it too late to buy UNIVERSAL CORP VA MTNS BK EN (UVV) following the 2026 Q1 hedge fund 13F filings?

As of today, UVV has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the XLP sector ETF — an outperformance of +1.4%. Since the quarter end (March 31, 2026), UVV has gained +5.7% vs +4.3% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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