Unilever
461 hedge funds and large institutions have $5.19B invested in Unilever in 2014 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 194 increasing their positions, 128 reducing their positions, and 32 closing their positions.
116% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 32
52% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 128
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6% more funds holding
Funds holding: 433 → 461 (+28)
0.1% less ownership
Funds ownership: 8.13% → 8.03% (-0.1%)
4% less capital invested
Capital invested by funds: $5.41B → $5.19B (-$220M)
56% less call options, than puts
Call options by funds: $2.78M | Put options by funds: $6.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$76.9M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$35.9M |
| 3 |
JP Morgan Chase
New York
|
+$18.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$17M |
| 5 |
Jane Street
New York
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$310M |
| 2 |
Lazard Asset Management
New York
|
-$36.2M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$24.4M |
| 4 |
Renaissance Technologies
New York
|
-$11.7M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.44M |
UL Hedge Fund Activity: Q4 2014 in Review
461 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2014, worth a combined $5.19B — down 4.1% from $5.41B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new UL positions and 32 closed out — a net gain of 37 holders — while 194 added to existing stakes and 128 trimmed.
The largest buyer was Sterling Capital Management, adding an estimated $76.9M. The largest seller was Dodge & Cox, cutting an estimated $310M.
- 461 institutional investors held Unilever (UL) as of Q4 2014, up from 433 in Q3 2014.
- Funds reported $5.19B of Unilever stock for Q4 2014, down 4.1% quarter-over-quarter.
- 69 funds opened new Unilever positions in Q4 2014 and 32 closed out, a net change of +37 holders.
- The largest Unilever buyer in Q4 2014 was Sterling Capital Management, an estimated $76.9M added.
- The largest Unilever seller in Q4 2014 was Dodge & Cox, an estimated $310M sold.
Based on aggregated 13F filings for Q4 2014.