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Unilever

588 hedge funds and large institutions have $4.52B invested in Unilever in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 185 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $6.53M

0% less ownership

Funds ownership: 6.19%6.19% (-0%)

3% less capital invested

Capital invested by funds: $4.65B → $4.52B (-$131M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

1% less funds holding

Funds holding: 596588 (-8)

16% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 221

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
588
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
44
Increased
185
Reduced
221
Closed
48
Calls
$16.1M
Puts
$6.53M
Net Calls
+$9.53M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
AMG Funds
Connecticut
$1.39M -$197K -3,117 -12%
Citadel Advisors
227
Citadel Advisors
Florida
$1.38M +$1.41M +22,304 New
CWM
228
CIBC World Markets
New York
$1.37M +$443K +7,023 +47%
KTM
229
Keeler Thomas Management
Utah
$1.35M
KIA
230
KCM Investment Advisors
California
$1.35M -$15.1K -240 -1%
MCM
231
Murphy Capital Management
New Jersey
$1.33M -$231K -3,667 -15%
HFS
232
HL Financial Services
Kentucky
$1.31M +$28K +444 +2%
FC
233
Forte Capital
New York
$1.31M +$820 +13 +0.1%
CIM
234
Confluence Investment Management
Missouri
$1.23M -$94.5K -1,498 -7%
BCM
235
BlueCrest Capital Management
Jersey
$1.23M +$1M +15,885 +406%
CFB
236
Cullen/Frost Bankers
Texas
$1.22M -$378 -6 -0%
OC
237
Oppenheimer & Co
New York
$1.22M -$105K -1,664 -8%
Cerity Partners
238
Cerity Partners
New York
$1.21M -$65.5K -1,038 -5%
LJHT
239
Laurie J. Hall Trustee
$1.21M +$107K +1,689 +9%
NCMW
240
Northern Capital Management (Wisconsin)
Wisconsin
$1.19M -$5.36K -85 -0.4%
BFA
241
Benedict Financial Advisors
Georgia
$1.17M +$14.4K +228 +1%
FANJ
242
Financial Architects (New Jersey)
New Jersey
$1.16M
LCM
243
Logan Capital Management
Pennsylvania
$1.16M -$33.2K -526 -3%
FIM
244
Freedom Investment Management
Connecticut
$1.15M -$90.2K -1,430 -7%
CAN
245
Cetera Advisor Networks
California
$1.15M +$1.18M +18,633 New
LIM
246
Leavell Investment Management
Alabama
$1.14M -$43.5K -689 -4%
DMC
247
Drexel Morgan & Co
Pennsylvania
$1.14M +$15.4K +244 +1%
ACS
248
Archford Capital Strategies
Illinois
$1.13M -$56.5K -895 -5%
FC
249
Fayerweather Charles
$1.11M +$64.8K +1,027 +6%
Kovitz Investment Group Partners
250
Kovitz Investment Group Partners
Illinois
$1.09M

UL Hedge Fund Activity: Q3 2018 in Review

588 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2018, worth a combined $4.52B — down 2.8% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of UL and 44 opened new positions — a net loss of 4 holders — while 221 trimmed existing stakes and 185 added.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $24.8M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 588 institutional investors held Unilever (UL) as of Q3 2018, down from 596 in Q2 2018.
  • Funds reported $4.52B of Unilever stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 44 funds opened new Unilever positions in Q3 2018 and 48 closed out, a net change of -4 holders.
  • The largest Unilever buyer in Q3 2018 was AllianceBernstein, an estimated $24.8M added.
  • The largest Unilever seller in Q3 2018 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2018.