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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
RBFC
326
Roman Butler Fullerton & Co
Missouri
$629K -$10K -148 -2%
RCAG
327
Rehmann Capital Advisory Group
Michigan
$619K -$24.9K -367 -4%
DC
328
Davenport & Co
Virginia
$617K
CCA
329
Checchi Capital Advisers
California
$612K -$5.29K -78 -0.9%
RB
330
Rodgers Brothers
Pennsylvania
$602K -$629K -9,272 -52%
IA
331
Icon Advisers
Colorado
$601K +$585K +8,622 New
SXL
332
Summit X LLC
Missouri
$600K -$49.5K -730 -8%
CCA
333
Cobblestone Capital Advisors
New York
$598K
FHB
334
First Hawaiian Bank
Hawaii
$568K
BOS
335
Bank of Stockton
California
$567K -$2.1K -31 -0.4%
BAM
336
Bruderman Asset Management
New York
$541K -$36.1K -532 -6%
P
337
Pitcairn
Pennsylvania
$541K +$7.2K +106 +1%
FT
338
Fiduciary Trust
Massachusetts
$538K
V
339
Veritable
Delaware
$534K -$34.4K -507 -6%
IIA
340
IPG Investment Advisors
California
$534K
ASN
341
Advisory Services Network
Georgia
$532K +$4.14K +61 +0.8%
ESB
342
Essex Savings Bank
Connecticut
$520K +$257K +3,784 +103%
MWM
343
Marietta Wealth Management
Georgia
$515K -$131K -1,925 -21%
T. Rowe Price Associates
344
T. Rowe Price Associates
Maryland
$511K -$28.7K -423 -5%
LNB
345
Ledyard National Bank
$510K
MIM
346
Moseley Investment Management
Florida
$507K +$108K +1,596 +28%
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
$502K -$139K -2,047 -22%
EWA
348
ERTS Wealth Advisors
Michigan
$497K
DI
349
Diligent Investors
California
$490K
ACA
350
Anchor Capital Advisors
Massachusetts
$484K -$15.1K -222 -3%

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.