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Unilever

633 hedge funds and large institutions have $5.12B invested in Unilever in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $6.48M

16% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 43

9% more capital invested

Capital invested by funds: $4.71B → $5.12B (+$417M)

0.09% more ownership

Funds ownership: 6.21%6.3% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% less funds holding

Funds holding: 636633 (-3)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
13.75%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
50
Increased
211
Reduced
233
Closed
43
Calls
$9.61M
Puts
$6.48M
Net Calls
+$3.12M
Net Calls Change
-$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
226
Financial Counselors Inc
Kansas
$1.76M -$10.6K -156 -0.6%
TPA
227
Trivium Point Advisory
Connecticut
$1.73M -$9.37K -138 -0.6%
FBT
228
First Bankers Trust
Kentucky
$1.72M +$309K +4,547 +23%
AAM
229
Advisors Asset Management
Colorado
$1.7M -$411K -6,062 -20%
CPA
230
Court Place Advisors
Maryland
$1.69M -$30.4K -448 -2%
AA
231
Ancora Advisors
Ohio
$1.67M -$37.9K -559 -2%
RFA
232
Reilly Financial Advisors
California
$1.65M +$59.2K +872 +4%
CIP
233
Capital Insight Partners
Arizona
$1.62M +$30.5K +450 +2%
FC
234
Forte Capital
New York
$1.58M +$77.9K +1,147 +5%
BA
235
Bennicas & Associates
California
$1.56M -$18.1K -267 -1%
RJT
236
Raymond James Trust
Florida
$1.56M +$8.62K +127 +0.6%
RCM
237
Radnor Capital Management
Pennsylvania
$1.53M -$60.3K -889 -4%
OWD
238
Osborn Williams & Donohoe
Ohio
$1.52M +$102K +1,509 +7%
HI
239
Harrington Investments
California
$1.5M +$14.8K +218 +1%
WC
240
Westhampton Capital
North Carolina
$1.5M +$1.46M +21,532 New
WAM
241
Weatherly Asset Management
California
$1.48M +$20.2K +297 +1%
Franklin Resources
242
Franklin Resources
California
$1.46M -$960K -14,150 -40%
DMC
243
Drexel Morgan & Co
Pennsylvania
$1.4M +$58.2K +858 +4%
AFM
244
Andesa Financial Management
Pennsylvania
$1.4M -$1.39M -20,490 -51%
SSWM
245
Smith Salley Wealth Management
North Carolina
$1.4M -$20.9K -308 -2%
AAS
246
Avantax Advisory Services
Texas
$1.38M +$246K +3,625 +23%
FC
247
Fayerweather Charles
$1.37M +$3.8K +56 +0.3%
BFA
248
Benedict Financial Advisors
Georgia
$1.37M +$6.72K +99 +0.5%
JSL
249
JT Stratford LLC
Georgia
$1.37M -$470K -6,923 -26%
AUB
250
Atlantic Union Bankshares
Virginia
$1.35M +$1.32M +19,428 New

UL Hedge Fund Activity: Q2 2019 in Review

633 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2019, worth a combined $5.12B — up 8.9% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UL positions and 43 closed out — a net gain of 7 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $101M. The largest seller was Manning & Napier Group, cutting an estimated $44.2M.

  • 633 institutional investors held Unilever (UL) as of Q2 2019, down from 636 in Q1 2019.
  • Funds reported $5.12B of Unilever stock for Q2 2019, up 8.9% quarter-over-quarter.
  • 50 funds opened new Unilever positions in Q2 2019 and 43 closed out, a net change of +7 holders.
  • The largest Unilever buyer in Q2 2019 was Deutsche Bank, an estimated $101M added.
  • The largest Unilever seller in Q2 2019 was Manning & Napier Group, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2019.