Unilever
368 hedge funds and large institutions have $4.23B invested in Unilever in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 149 increasing their positions, 116 reducing their positions, and 35 closing their positions.
41% more call options, than puts
Call options by funds: $5.3M | Put options by funds: $3.76M
28% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 116
4% more capital invested
Capital invested by funds: $4.05B → $4.23B (+$173M)
0.16% less ownership
Funds ownership: 7.02% → 6.86% (-0.16%)
3% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 35
1% less funds holding
Funds holding: 372 → 368 (-4)
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$107M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$32.6M |
| 3 |
Renaissance Technologies
New York
|
+$29.7M |
| 4 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$22.2M |
| 5 |
ST
Sabal Trust
St. Petersburg,
Florida
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$165M |
| 2 |
Bank of New York Mellon
New York
|
-$45.9M |
| 3 |
Lazard Asset Management
New York
|
-$38.9M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$26M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$16.7M |
UL Hedge Fund Activity: Q3 2013 in Review
368 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2013, worth a combined $4.23B — up 4.3% from $4.05B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of UL and 34 opened new positions — a net loss of 1 holder — while 116 trimmed existing stakes and 149 added.
The largest buyer was Harris Associates, adding an estimated $107M. The largest seller was Artisan Partners, cutting an estimated $165M.
- 368 institutional investors held Unilever (UL) as of Q3 2013, down from 372 in Q2 2013.
- Funds reported $4.23B of Unilever stock for Q3 2013, up 4.3% quarter-over-quarter.
- 34 funds opened new Unilever positions in Q3 2013 and 35 closed out, a net change of -1 holder.
- The largest Unilever buyer in Q3 2013 was Harris Associates, an estimated $107M added.
- The largest Unilever seller in Q3 2013 was Artisan Partners, an estimated $165M sold.
Based on aggregated 13F filings for Q3 2013.