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Unilever

633 hedge funds and large institutions have $5.12B invested in Unilever in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $6.48M

16% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 43

9% more capital invested

Capital invested by funds: $4.71B → $5.12B (+$417M)

0.09% more ownership

Funds ownership: 6.21%6.3% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% less funds holding

Funds holding: 636633 (-3)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
13.75%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
50
Increased
211
Reduced
233
Closed
43
Calls
$9.61M
Puts
$6.48M
Net Calls
+$3.12M
Net Calls Change
-$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
276
Bragg Financial Advisors
North Carolina
$1.02M +$3.73K +55 +0.4%
VCA
277
Verdence Capital Advisors
Maryland
$1.01M +$54.8K +807 +6%
BOH
278
Bank of Hawaii
Hawaii
$1.01M +$174K +2,560 +22%
AIM
279
Anchor Investment Management
South Carolina
$963K -$38K -560 -4%
W
280
WealthStone
Ohio
$961K +$931K +13,720 +23,655%
TSWM
281
Triangle Securities Wealth Management
North Carolina
$955K -$122K -1,801 -12%
Brown Advisory
282
Brown Advisory
Maryland
$944K -$209K -3,081 -19%
PVWM
283
Point View Wealth Management
New Jersey
$944K -$22.9K -337 -2%
Cerity Partners
284
Cerity Partners
New York
$931K -$131K -1,930 -13%
VAS
285
Vestmark Advisory Solutions
Massachusetts
$919K +$13.1K +193 +1%
RIA
286
Realta Investment Advisors
Delaware
$917K +$80.1K +1,180 +10%
GWAG
287
Garrett Wealth Advisory Group
Texas
$914K -$6.38K -94 -0.7%
JFL
288
Jarislowsky, Fraser Ltd
Quebec, Canada
$882K +$2.99K +44 +0.3%
DBRC
289
D.B. Root & Company
Pennsylvania
$876K -$21.7K -319 -2%
NA
290
NewEdge Advisors
Louisiana
$859K +$93.3K +1,375 +13%
Mawer Investment Management
291
Mawer Investment Management
Alberta, Canada
$837K -$236K -3,478 -22%
GCC
292
Guardian Capital (Canada)
Ontario, Canada
$824K
Simplex Trading
293
Simplex Trading
Illinois
$822K +$801K +11,797 New
PFS
294
Physicians Financial Services
North Carolina
$815K +$5.97K +88 +0.8%
PW
295
Price Wealth
Texas
$814K
CBU
296
CIBC Bank USA
Illinois
$807K -$24.2K -357 -3%
GJIC
297
Gamble Jones Investment Counsel
California
$796K +$271 +4 +0%
S
298
Surevest
California
$791K -$5.02K -74 -0.6%
LCAM
299
London & Capital Asset Management
United Kingdom
$790K +$285K +4,205 +59%
QCG
300
Quadrant Capital Group
Ohio
$788K

UL Hedge Fund Activity: Q2 2019 in Review

633 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2019, worth a combined $5.12B — up 8.9% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UL positions and 43 closed out — a net gain of 7 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $101M. The largest seller was Manning & Napier Group, cutting an estimated $44.2M.

  • 633 institutional investors held Unilever (UL) as of Q2 2019, down from 636 in Q1 2019.
  • Funds reported $5.12B of Unilever stock for Q2 2019, up 8.9% quarter-over-quarter.
  • 50 funds opened new Unilever positions in Q2 2019 and 43 closed out, a net change of +7 holders.
  • The largest Unilever buyer in Q2 2019 was Deutsche Bank, an estimated $101M added.
  • The largest Unilever seller in Q2 2019 was Manning & Napier Group, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2019.