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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
First Manhattan
301
First Manhattan
New York
$474K -$16.8K -351 -3%
MPAM
302
Murphy Pohlad Asset Management
Minnesota
$466K -$199K -4,160 -29%
Bessemer Group
303
Bessemer Group
New Jersey
$466K -$80.5K -1,684 -14%
DIA
304
Dana Investment Advisors
Wisconsin
$461K -$31K -648 -6%
CCM
305
Chilton Capital Management
Texas
$457K
Toronto Dominion Bank
306
Toronto Dominion Bank
Ontario, Canada
$447K +$27.5K +576 +6%
BFA
307
Beaumont Financial Advisors
Massachusetts
$431K
PIM
308
Penobscot Investment Management
Massachusetts
$423K
CAM
309
Columbia Asset Management
Michigan
$421K
BEAM
310
Baker Ellis Asset Management
Washington
$418K +$46.6K +975 +12%
Mariner
311
Mariner
Kansas
$417K
SA
312
Strategic Advisors
New York
$402K +$11.8K +246 +3%
IB
313
Intrust Bank
Kansas
$396K -$42.6K -890 -9%
WI
314
WHV Investments
California
$388K
CCA
315
Checchi Capital Advisers
California
$377K +$11.2K +234 +3%
CAS
316
Cue Advisory Services
Arizona
$372K -$22.6K -473 -6%
CCM
317
Catawba Capital Management
Virginia
$367K
BFEC
318
Benjamin F. Edwards & Company
Missouri
$364K +$21.2K +444 +6%
BAS
319
Brown Advisory Securities
Maryland
$360K +$18.3K +382 +5%
SAM
320
Security Asset Management
New York
$359K
IIA
321
IPG Investment Advisors
California
$358K -$72.3K -1,511 -16%
ABP
322
Arthur B. Page
$350K +$365K +7,640 New
WKWM
323
Walter & Keenan Wealth Management
Indiana
$338K
SC
324
SouthState Corp
Florida
$335K -$4.5K -94 -1%
T. Rowe Price Associates
325
T. Rowe Price Associates
Maryland
$334K -$4.69K -98 -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.