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Unilever

588 hedge funds and large institutions have $4.52B invested in Unilever in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 185 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $6.53M

0% less ownership

Funds ownership: 6.19%6.19% (-0%)

3% less capital invested

Capital invested by funds: $4.65B → $4.52B (-$131M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

1% less funds holding

Funds holding: 596588 (-8)

16% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 221

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
588
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
44
Increased
185
Reduced
221
Closed
48
Calls
$16.1M
Puts
$6.53M
Net Calls
+$9.53M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
276
Simplex Trading
Illinois
$759K +$774K +12,278 New
BIAS
277
Beacon Investment Advisory Services
New Jersey
$753K -$3.22K -51 -0.4%
BEAM
278
Baker Ellis Asset Management
Washington
$749K -$107K -1,689 -12%
JFL
279
Jarislowsky, Fraser Ltd
Quebec, Canada
$748K -$2.27K -36 -0.3%
CWM
280
Cornerstone Wealth Management
Missouri
$732K -$75.8K -1,201 -3%
WS
281
Wedbush Securities
California
$721K -$13.9K -220 -2%
EMB
282
Elefante Mark B
$705K +$58.8K +933 +9%
EFS
283
Essex Financial Services
Connecticut
$704K -$19.1K -303 -3%
WF
284
Welch & Forbes
Massachusetts
$684K
CBU
285
CIBC Bank USA
Illinois
$666K -$5.3K -84 -0.8%
HT
286
HighTower Trust
Texas
$665K
BHC
287
Bowen Hanes & Co
Florida
$663K -$35.8K -567 -5%
AWM
288
Aevitas Wealth Management
Massachusetts
$662K -$21.3K -337 -3%
First Manhattan
289
First Manhattan
New York
$660K
AP
290
Advisor Partners
California
$659K +$111K +1,757 +20%
MSAM
291
Moloney Securities Asset Management
Missouri
$653K -$111K -1,756 -14%
OA
292
Oxbow Advisors
Texas
$651K
PA
293
Pinnacle Associates
New York
$646K +$1.2K +19 +0.2%
BOH
294
Bank of Hawaii
Hawaii
$646K +$40.1K +636 +6%
PW
295
Price Wealth
Texas
$645K
V
296
Veritable
Delaware
$639K +$61.1K +968 +10%
ONST
297
Old North State Trust
North Carolina
$636K +$650K +10,298 New
BTW
298
Boston Trust Walden
Massachusetts
$628K
RCAG
299
Rehmann Capital Advisory Group
Michigan
$623K -$11.4K -180 -2%
SXL
300
Summit X LLC
Missouri
$617K +$23.7K +375 +4%

UL Hedge Fund Activity: Q3 2018 in Review

588 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2018, worth a combined $4.52B — down 2.8% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of UL and 44 opened new positions — a net loss of 4 holders — while 221 trimmed existing stakes and 185 added.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $24.8M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 588 institutional investors held Unilever (UL) as of Q3 2018, down from 596 in Q2 2018.
  • Funds reported $4.52B of Unilever stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 44 funds opened new Unilever positions in Q3 2018 and 48 closed out, a net change of -4 holders.
  • The largest Unilever buyer in Q3 2018 was AllianceBernstein, an estimated $24.8M added.
  • The largest Unilever seller in Q3 2018 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2018.