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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
MCM
251
Murphy Capital Management
New Jersey
$1.29M -$5.25K -88 -0.4%
BFA
252
Benedict Financial Advisors
Georgia
$1.25M +$32.4K +543 +3%
Geode Capital Management
253
Geode Capital Management
Massachusetts
$1.25M -$8.94K -150 -0.7%
HFS
254
HL Financial Services
Kentucky
$1.23M -$6.08K -102 -0.5%
ACS
255
Archford Capital Strategies
Illinois
$1.23M +$15.3K +257 +1%
PAM
256
Premier Asset Management
Illinois
$1.2M
GC
257
Gratry & Company
Ohio
$1.2M +$1.17M +19,653 New
LIM
258
Leavell Investment Management
Alabama
$1.19M
FANJ
259
Financial Architects (New Jersey)
New Jersey
$1.19M -$182K -3,057 -14%
PA
260
Pinnacle Associates
New York
$1.18M -$21.1K -354 -2%
Squarepoint
261
Squarepoint
New York
$1.17M +$517K +8,680 +83%
MCM
262
Mork Capital Management
California
$1.14M
AMCA
263
Arthur M. Cohen & Associates
Illinois
$1.13M +$42.4K +711 +4%
IPC
264
Independent Portfolio Consultants
Florida
$1.1M -$324K -5,432 -23%
MML Investors Services
265
MML Investors Services
Massachusetts
$1.1M +$96.7K +1,622 +10%
GT
266
Glenmede Trust
Pennsylvania
$1.09M
DMC
267
Drexel Morgan & Co
Pennsylvania
$1.09M +$21.6K +362 +2%
FC
268
Fayerweather Charles
$1.09M +$53.8K +903 +5%
SCM
269
Sterling Capital Management
North Carolina
$1.06M -$72.8M -1,221,294 -99%
IAA
270
Independent Advisor Alliance
North Carolina
$1.06M -$13.6K -228 -1%
ONB
271
Old National Bancorp
Indiana
$1.05M +$25.8K +432 +3%
Brown Advisory
272
Brown Advisory
Maryland
$1.04M -$12.6K -212 -1%
FC
273
Forte Capital
New York
$1.03M -$23K -386 -2%
LCM
274
Logan Capital Management
Pennsylvania
$1.03M +$9.24K +155 +0.9%
OFS
275
Orrstown Financial Services
Pennsylvania
$987K -$317K -5,313 -25%

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.