UVV Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Universal Corp Va Mtns Bk En (UVV) following the 2026 Q2 hedge fund 13F filings?

As of today, UVV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), UVV gained -14.0% vs +3.6% 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.

Universal Corp Va Mtns Bk En (UVV)

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

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 (95% of max)

95% 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 — 47% buying

104 buying115 selling

Last quarter: 115 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: 44 → 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 → 44 → 28 → 24 → 34 new funds/Q

New funds entering each quarter: 44 → 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.

🏛️

Veteran-anchored — 73% veterans vs 18% newcomers

■ 73% veterans ■ 9% 1-2yr ■ 18% new

Entry-cohort mix of 234 holders: 171 (73%) are 2+ year veterans, 20 entered 1–2 years ago, and 43 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds

47 of 227 holders are among the 100 largest funds by AUM, controlling 64% 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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

229

225

1.78%

13F Shares

20M

1.34%

Total Value

$1.05B

-0.14%

New Positions

+10

Increased Positions

-15

Closed Positions

Reduced Positions

-6

Total Calls

33.33%

Total Puts

50.0%

PUT/CALL Ratio

0.75

0.67

Neutral

Institutional Holders (2026 Q2)

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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UVV holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Dynamic Technology Lab Private Ltd	0.16%	13,779	$719K
5	iSAM Funds (UK) Ltd	0.15%	4,200	$219K
6	Brandywine Trust Co	0.13%	14,907	$778K
7	Aigen Investment Management, LP	0.11%	7,469	$390K
8	Virtus Advisers, LLC	0.10%	5,192	$271K
9	Taylor Hoffman Capital Management LLC	0.08%	6,459	$337K
10	3Chopt Investment Partners, LLC	0.07%	6,796	$355K
11	Pzena Investment Management LLC	0.06%	363,477	$19.0M
12	Sittner & Nelson, LLC	0.05%	3,250	$170K
13	Martingale Asset Management L P	0.05%	39,351	$2.1M
14	Ankerstar Wealth, LLC	0.04%	1,013	$53K
15	Navellier & Associates Inc	0.04%	10,104	$527K
16	Heritage Wealth Advisors	0.04%	21,963	$1.1M
17	CoreCap Advisors, LLC	0.04%	23,641	$1.2M
18	DAVENPORT & Co LLC	0.03%	125,420	$6.5M
19	Arkadios Wealth Advisors	0.03%	37,368	$1.9M
20	Hilton Head Capital Partners, LLC	0.02%	900	$47K
21	Prudential Financial Inc	0.02%	402,344	$21.0M
22	Advisors Asset Management, Inc.	0.02%	28,621	$1.5M
23	Belpointe Asset Management LLC	0.02%	11,398	$595K
24	Peak6 LLC	0.02%	150,000	$7.8M
25	Advocate Investing Services LLC	0.02%	400	$21K

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 — 47% buying: Last quarter: 115 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 — 64% AUM from top-100 funds: 47 of 227 holders are among the 100 largest funds by AUM, controlling 64% 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 Q2 hedge fund 13F filings?

As of today, UVV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), UVV has gained -14.0% vs +3.6% 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.

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Universal Corp Va Mtns Bk En (UVV)

Smart Money Signals — UVV

Buying streak — 1 quarter in a row

At the ownership peak (95% of max)

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

More sellers than buyers — 47% buying

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

68% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 73% veterans vs 18% newcomers

Elite ownership — 64% AUM from top-100 funds

Institutional Sentiment Summary — UVV

Hedge Fund Ownership: UVV

Market Analysis: UVV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UVV

Is It Too Late to Buy Universal Corp Va Mtns Bk En (UVV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: UVV

Statistics: UVV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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