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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
LCM
251
Logan Capital Management
Pennsylvania
$843K -$10.7K -223 -1%
CCP
252
Clarkston Capital Partners
Michigan
$816K +$425K +8,889 +100%
TI
253
Trexquant Investment
Connecticut
$815K +$850K +17,778 New
CNFG
254
Creegan & Nassoura Financial Group
New Hampshire
$809K -$23.4K -489 -3%
DMC
255
Drexel Morgan & Co
Pennsylvania
$795K +$83.1K +1,738 +11%
LH
256
Lebenthal Holdings
New York
$786K +$300K +6,265 +58%
SAM
257
Symphony Asset Management
California
$780K +$135K +2,824 +20%
RMCM
258
Reynders McVeigh Capital Management
Massachusetts
$776K +$95.9K +2,005 +13%
LMGAM
259
Liberty Mutual Group Asset Management
Massachusetts
$775K +$808K +16,889 New
BFA
260
Benedict Financial Advisors
Georgia
$745K +$24.3K +508 +3%
SJIC
261
St. James Investment Company
Texas
$733K +$154K +3,214 +25%
Geode Capital Management
262
Geode Capital Management
Massachusetts
$725K +$14.1K +295 +2%
ACA
263
Anchor Capital Advisors
Massachusetts
$722K -$38.3K -800 -5%
BFA
264
Bragg Financial Advisors
North Carolina
$710K -$3.16K -66 -0.4%
WS
265
Wedbush Securities
California
$704K -$92.1K -1,927 -11%
EIP
266
Epoch Investment Partners
New York
$697K -$916K -19,155 -56%
CPA
267
Court Place Advisors
Maryland
$684K -$6.41K -134 -0.9%
GJIC
268
Gamble Jones Investment Counsel
California
$677K -$88.3K -1,847 -11%
DC
269
Davenport & Co
Virginia
$667K +$6.89K +144 +1%
CAN
270
Cetera Advisor Networks
California
$637K +$9.32K +195 +1%
RFC
271
Regions Financial Corp
Alabama
$633K +$125K +2,611 +23%
FC
272
Forte Capital
New York
$627K -$15.9K -333 -2%
V
273
Veritable
Delaware
$618K +$14.9K +312 +2%
Aristotle Capital Management
274
Aristotle Capital Management
California
$602K -$26.5K -554 -4%
DWM
275
Destination Wealth Management
California
$602K +$109K +2,282 +21%

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.