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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
First Manhattan
326
First Manhattan
New York
$596K -$1.06M -17,777 -64%
ACI
327
AMP Capital Investors
Australia
$595K
DC
328
Davenport & Co
Virginia
$590K -$196K -3,288 -25%
CCM
329
Catawba Capital Management
Virginia
$589K
BGC
330
Blue Granite Capital
South Carolina
$586K -$1.93M -32,422 -77%
ICOA
331
Investment Centers of America
North Dakota
$585K -$26.2K -440 -4%
MWM
332
Marietta Wealth Management
Georgia
$576K -$34.6K -580 -6%
Aristotle Capital Management
333
Aristotle Capital Management
California
$574K -$22.8K -383 -4%
Polen Capital Management
334
Polen Capital Management
Florida
$572K +$561K +9,402 New
SGA
335
Strategic Global Advisors
California
$563K +$3.4K +57 +0.6%
PIM
336
Penobscot Investment Management
Massachusetts
$561K
ASN
337
Advisory Services Network
Georgia
$557K -$9.96K -167 -2%
CCM
338
Canal Capital Management
Virginia
$556K +$169K +2,842 +45%
RCAG
339
Rehmann Capital Advisory Group
Michigan
$553K -$3.76K -63 -0.7%
CCM
340
Chilton Capital Management
Texas
$553K
HA
341
Hamel Associates
New Jersey
$550K -$10.6K -178 -2%
CAM
342
Columbia Asset Management
Michigan
$548K
FPF
343
FNY Partners Fund
New York
$541K +$530K +8,889 New
SC
344
SouthState Corp
Florida
$540K +$50.4K +845 +11%
HC
345
Henshaw Capital
Massachusetts
$538K
Mariner
346
Mariner
Kansas
$531K -$599K -10,055 -54%
IA
347
IFP Advisors
Florida
$510K +$66.1K +1,108 +15%
NSIM
348
North Star Investment Management
Illinois
$508K
WB
349
Webster Bank
Connecticut
$505K +$153K +2,571 +45%
AI
350
Atria Investments
North Carolina
$483K -$267K -4,477 -36%

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.