The cluster shows modest accumulation by three asset managers, but the near-total exit by Nisa Investment Advisors and the absence of insider buying weaken the signal. Monitor upcoming 10-Q for fundamental trends; stale 13F data limits current relevance.
Executive Summary
Three asset managers added to their UVV positions in Q3 2026, while one near-fully exited. The net buying was modest at $1.2M, and the 13F data is 45+ days stale. No insider buying corroborates the institutional moves.
Key Financial Metrics
Institutional Positions
Net institutional flow: $200.0K
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Exchange Traded Concepts | ADD | +28.8% | $2.3M | $70.0K |
| Proshare Advisors | ADD | +44.6% | $7.9M | $1.1M |
| Daiwa Securities Group | ADD | +29.5% | $514.0K | $19.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Nisa Investment Advisors | NEAR_EXIT | -96.5% | $1.1M | -$1.0M |
Key Facts
- 3 institutional buyers added $1.2M in aggregate to UVV positions in Q3 2026
- 1 seller (Nisa Investment Advisors) reduced its position by 96.5%, exiting $1.0M
- All four funds are asset managers, not activist or high-conviction hedge funds
- No open-market insider buying during the quarter; insider-institutional confluence score is 3/100 (divergent)
- 13F data is at least 45 days stale; positions may have changed since quarter-end
Financial Impact
Net institutional buying of $1.2M, offset by $1.0M in selling, for a net positive of $0.2M across the cluster. Total buying value $10.7M vs selling value $1.1M.
Risk Factors
- 13F data is stale (45+ day reporting lag); positions may have been reversed
- No insider buying to corroborate the institutional thesis
- Net dollar change is small relative to UVV's $985M market cap
- All participants are passive or quantitative asset managers, not high-conviction activists
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-UVV-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | Institutional Cluster | $41.01 | awaiting T+60 | awaiting T+60 | No price |
Oct 13, 2026 19d ago | 8-K | $40.68 | awaiting T+60 | awaiting T+60 | No price |
May 28, 2026 22w ago | 8-K | $51.87 $45.62 | ▲ +12.05% | ▲ +13.23% | No price |
US Market Status
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