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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
HA
276
Hamel Associates
New Jersey
$599K -$180K -3,755 -22%
SRC
277
Shufro Rose & Co
New York
$595K +$8.51K +178 +1%
Fidelity Investments
278
Fidelity Investments
Massachusetts
$591K -$46.3K -968 -7%
FCH
279
Freestone Capital Holdings
Washington
$590K +$359K +7,509 +140%
ARTA
280
A.R.T. Advisors
New York
$573K -$1.5M -31,343 -71%
CFB
281
Cullen/Frost Bankers
Texas
$564K +$36.1K +755 +7%
BT
282
Beacon Trust
New Jersey
$559K
VKH
283
Virtu KCG Holdings
New York
$557K -$1.58M -32,994 -73%
RCAG
284
Rehmann Capital Advisory Group
Michigan
$555K -$3.49K -73 -0.6%
RIM
285
Regent Investment Management
Kentucky
$543K -$17K -356 -3%
AI
286
Atria Investments
North Carolina
$536K -$19.9K -416 -3%
ACI
287
AMP Capital Investors
Australia
$533K +$570K +11,911 New
IC
288
Intersect Capital
California
$527K
AIM
289
Allen Investment Management
New York
$524K
B
290
BancorpSouth
Mississippi
$518K
RhumbLine Advisers
291
RhumbLine Advisers
Massachusetts
$511K -$29.8K -623 -5%
AP
292
Appleton Partners
Massachusetts
$510K +$531K +11,111 New
TNBTD
293
Trustmark National Bank Trust Department
Mississippi
$499K +$136K +2,843 +35%
VFS
294
VSR Financial Services
Kansas
$494K +$32.4K +678 +7%
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$494K +$226K +4,733 +82%
Creative Planning
296
Creative Planning
Kansas
$491K +$6.84K +143 +1%
EFS
297
Essex Financial Services
Connecticut
$488K +$22.8K +476 +5%
FBT
298
First Bankers Trust
Kentucky
$485K
OA
299
Oxbow Advisors
Texas
$483K
HW
300
Hedeker Wealth
Illinois
$475K -$7.27K -152 -1%

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.