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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
LNB
301
Ledyard National Bank
$719K -$129K -2,164 -15%
MSAM
302
Moloney Securities Asset Management
Missouri
$719K +$56.6K +949 +9%
SCA
303
Snowden Capital Advisors
New York
$711K +$696K +11,675 New
FB
304
Fulton Bank
Pennsylvania
$703K -$41K -688 -6%
OAM
305
Oxford Asset Management
United Kingdom
$694K -$708K -11,882 -51%
HT
306
HighTower Trust
Texas
$675K -$63.1K -1,058 -9%
SA
307
SL Advisors
New Jersey
$664K +$14.4K +242 +2%
PFS
308
Physicians Financial Services
North Carolina
$649K -$2.68K -45 -0.4%
RB
309
Rodgers Brothers
Pennsylvania
$646K -$23.8K -400 -4%
Toronto Dominion Bank
310
Toronto Dominion Bank
Ontario, Canada
$644K +$7.33K +123 +1%
OA
311
Oxbow Advisors
Texas
$641K
HW
312
Hedeker Wealth
Illinois
$640K
V
313
Veritable
Delaware
$639K -$200K -3,363 -24%
CFB
314
Cullen/Frost Bankers
Texas
$633K -$66.1K -1,109 -10%
CWM
315
Catamount Wealth Management
Connecticut
$624K +$47.7K +800 +8%
1832 Asset Management
316
1832 Asset Management
Ontario, Canada
$624K +$59.4K +996 +11%
EIP
317
Epoch Investment Partners
New York
$620K -$33.1K -555 -5%
P
318
Pitcairn
Pennsylvania
$619K +$22.7K +380 +4%
CAS
319
Cue Advisory Services
Arizona
$618K -$1.85K -31 -0.3%
CCA
320
Checchi Capital Advisers
California
$618K +$44.4K +745 +8%
AT
321
Arden Trust
Delaware
$615K -$7.27K -122 -1%
Barclays
322
Barclays
United Kingdom
$614K +$469K +7,862 +354%
DRD
323
Dennis R. Delaney
$613K +$42.4K +711 +8%
FPFS
324
First Personal Financial Services
North Carolina
$612K +$567K +9,519 +1,793%
SEC
325
Seven Eight Capital
New York
$598K -$551K -9,245 -48%

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.