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Unilever

550 hedge funds and large institutions have $5.13B invested in Unilever in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 230 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $9.34M

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1% less funds holding

Funds holding: 555550 (-5)

1% less ownership

Funds ownership: 7.59%6.59% (-1%)

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

5% less capital invested

Capital invested by funds: $5.43B → $5.13B (-$294M)

26% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 230

Holders
550
Holders Change
-5
Holders Change %
-0.9%
% of All Funds
13.71%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
43
Increased
171
Reduced
230
Closed
44
Calls
$19.6M
Puts
$9.34M
Net Calls
+$10.2M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Bennicas & Associates
California
$1.72M -$2.68K -45 -0.2%
NED
227
Nancy E. Dempze
$1.71M +$30.2K +506 +2%
OSNBOA
228
Old Second National Bank of Aurora
Illinois
$1.68M -$1.3M -21,794 -44%
HSBC Holdings
229
HSBC Holdings
United Kingdom
$1.68M +$33.4K +561 +2%
ECM
230
ETrade Capital Management
Virginia
$1.67M -$53.2K -893 -3%
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$1.63M +$1.59M +26,711 New
HWA
232
Heritage Way Advisors
Illinois
$1.61M -$99.3K -1,666 -6%
CPA
233
Court Place Advisors
Maryland
$1.6M
AAM
234
Advisors Asset Management
Colorado
$1.59M +$362K +6,071 +30%
RJT
235
Raymond James Trust
Florida
$1.59M -$74.8K -1,254 -5%
VFA
236
Voya Financial Advisors
Connecticut
$1.53M +$132K +2,212 +10%
SW
237
SVB Wealth
Massachusetts
$1.51M -$967K -16,217 -40%
BF
238
BOK Financial
Oklahoma
$1.48M -$1.34M -22,445 -48%
PAM
239
Paradigm Asset Management
New York
$1.47M
Creative Planning
240
Creative Planning
Kansas
$1.46M -$38.3K -642 -3%
GCC
241
Guardian Capital (Canada)
Ontario, Canada
$1.45M -$106K -1,783 -7%
RFA
242
Reilly Financial Advisors
California
$1.43M +$40.5K +680 +3%
RCM
243
Radnor Capital Management
Pennsylvania
$1.42M
FA
244
FDx Advisors
Illinois
$1.4M +$206K +3,461 +18%
CIP
245
Capital Insight Partners
Arizona
$1.38M -$312K -5,234 -19%
BEAM
246
Baker Ellis Asset Management
Washington
$1.38M -$26.5K -445 -2%
NCMW
247
Northern Capital Management (Wisconsin)
Wisconsin
$1.34M -$169K -2,831 -11%
OC
248
Oppenheimer & Co
New York
$1.31M -$187K -3,135 -13%
CPA
249
Clear Perspective Advisors
Illinois
$1.31M -$42.4K -711 -3%
SAM
250
Smithbridge Asset Management
Pennsylvania
$1.31M +$20.1K +338 +2%

UL Hedge Fund Activity: Q2 2017 in Review

550 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2017, worth a combined $5.13B — down 5.4% from $5.43B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UL and 43 opened new positions — a net loss of 1 holder — while 230 trimmed existing stakes and 171 added.

The largest buyer was Goldman Sachs, adding an estimated $31.4M. The largest seller was Fiduciary Management Inc, cutting an estimated $284M.

  • 550 institutional investors held Unilever (UL) as of Q2 2017, down from 555 in Q1 2017.
  • Funds reported $5.13B of Unilever stock for Q2 2017, down 5.4% quarter-over-quarter.
  • 43 funds opened new Unilever positions in Q2 2017 and 44 closed out, a net change of -1 holder.
  • The largest Unilever buyer in Q2 2017 was Goldman Sachs, an estimated $31.4M added.
  • The largest Unilever seller in Q2 2017 was Fiduciary Management Inc, an estimated $284M sold.

Based on aggregated 13F filings for Q2 2017.