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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
CT
326
Coastline Trust
Rhode Island
$331K
BFO
327
Boston Family Office
Massachusetts
$328K
SGA
328
Strategic Global Advisors
California
$316K +$52.4K +1,096 +19%
SI
329
Scout Investments
Missouri
$312K
ZAM
330
Zevin Asset Management
Massachusetts
$310K +$26.6K +556 +9%
FA
331
FDx Advisors
Illinois
$309K -$331K -6,918 -51%
DCLA
332
Douglas C. Lane & Associates
New York
$309K -$57.4K -1,200 -15%
BRWA
333
B. Riley Wealth Advisors
Florida
$307K +$20.9K +438 +7%
State Street
334
State Street
Massachusetts
$305K +$5.07K +106 +2%
CCIA
335
Campbell & Co Investment Adviser
Maryland
$305K +$318K +6,645 New
CTC
336
Central Trust Company
Missouri
$303K -$1.91K -40 -0.6%
RIL
337
Rothschild Investment LLC
Illinois
$301K
VFA
338
Voya Financial Advisors
Connecticut
$301K +$33.3K +697 +12%
PVWM
339
Point View Wealth Management
New Jersey
$291K +$8.8K +184 +3%
Susquehanna International Group
340
Susquehanna International Group
Pennsylvania
$288K +$301K +6,286 New
FNT
341
First National Trust
Pennsylvania
$285K +$25.6K +536 +9%
BAM
342
Berkshire Asset Management
Pennsylvania
$284K -$469K -9,798 -61%
AT
343
Argent Trust
Texas
$282K +$23.5K +491 +9%
CSS
344
Cubist Systematic Strategies
Connecticut
$278K +$69.4K +1,451 +32%
CB
345
Commerce Bank
Missouri
$277K -$29.8K -623 -9%
DI
346
Diligent Investors
California
$277K
Two Sigma Investments
347
Two Sigma Investments
New York
$274K -$3.07M -64,264 -91%
WA
348
WFG Advisors
Texas
$273K +$78.4K +1,639 +38%
NG
349
Northstar Group
New York
$271K -$8.08K -169 -3%
FNBT
350
FineMark National Bank & Trust
Florida
$269K -$20K -418 -7%

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.