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Unilever

488 hedge funds and large institutions have $4.54B invested in Unilever in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 204 increasing their positions, 151 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $9.31M

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

35% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 151

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more funds holding

Funds holding: 480488 (+8)

0.17% less ownership

Funds ownership: 7.87%7.71% (-0.17%)

7% less capital invested

Capital invested by funds: $4.88B → $4.54B (-$337M)

Holders
488
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
13.62%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.45%
New
39
Increased
204
Reduced
151
Closed
26
Calls
$16.5M
Puts
$9.31M
Net Calls
+$7.21M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
SWK
226
Stephen W. Kidder
$1.17M +$869K +18,169 +250%
PC
227
Pecaut & Co
Iowa
$1.15M
ANTB
228
AMG National Trust Bank
Colorado
$1.09M -$11.9K -248 -1%
HFS
229
HL Financial Services
Kentucky
$1.07M -$233K -4,863 -17%
NCMW
230
Northern Capital Management (Wisconsin)
Wisconsin
$1.07M -$136K -2,845 -11%
OFS
231
Orrstown Financial Services
Pennsylvania
$1.05M -$84.7K -1,771 -7%
SFM
232
Systematic Financial Management
New Jersey
$1.01M
HH
233
Hilltop Holdings
Texas
$1.01M +$132K +2,760 +14%
LS
234
Lupo Securities
Illinois
$1M +$213K +4,445 +33%
Jane Street
235
Jane Street
New York
$994K -$17.8M -372,354 -94%
SAM
236
Smithbridge Asset Management
Pennsylvania
$977K -$61.6K -1,289 -6%
LIM
237
Leavell Investment Management
Alabama
$972K +$21.3K +445 +2%
AIA
238
Avalon Investment & Advisory
Texas
$970K +$657K +13,740 +185%
HPCM
239
High Pointe Capital Management
Illinois
$950K +$13.1K +273 +1%
GA
240
GFS Advisors
Texas
$934K
NME
241
Notis-McConarty Edward
$931K +$365K +7,642 +60%
MJP
242
Michael J. Puzo
$923K +$548K +11,462 +133%
ONB
243
Old National Bancorp
Indiana
$906K -$34.8K -728 -4%
TSWM
244
Triangle Securities Wealth Management
North Carolina
$895K -$3.2K -67 -0.3%
MCM
245
Murphy Capital Management
New Jersey
$891K -$6.46K -135 -0.7%
WCM
246
Weik Capital Management
Pennsylvania
$880K -$51K -1,066 -5%
FAAS
247
First Allied Advisory Services
California
$877K +$116K +2,421 +14%
FANJ
248
Financial Architects (New Jersey)
New Jersey
$868K +$308K +6,435 +52%
AIG
249
American International Group
New York
$862K -$631K -13,189 -41%
RFA
250
Reilly Financial Advisors
California
$844K +$105K +2,205 +14%

UL Hedge Fund Activity: Q3 2015 in Review

488 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2015, worth a combined $4.54B — down 6.9% from $4.88B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UL positions and 26 closed out — a net gain of 13 holders — while 204 added to existing stakes and 151 trimmed.

The largest buyer was Bank of America, adding an estimated $75.5M. The largest seller was Harris Associates, cutting an estimated $112M.

  • 488 institutional investors held Unilever (UL) as of Q3 2015, up from 480 in Q2 2015.
  • Funds reported $4.54B of Unilever stock for Q3 2015, down 6.9% quarter-over-quarter.
  • 39 funds opened new Unilever positions in Q3 2015 and 26 closed out, a net change of +13 holders.
  • The largest Unilever buyer in Q3 2015 was Bank of America, an estimated $75.5M added.
  • The largest Unilever seller in Q3 2015 was Harris Associates, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2015.