Unilever
433 hedge funds and large institutions have $5.41B invested in Unilever in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 179 increasing their positions, 136 reducing their positions, and 24 closing their positions.
79% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 24
32% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 136
4% more funds holding
Funds holding: 416 → 433 (+17)
0.01% less ownership
Funds ownership: 8.14% → 8.13% (-0.01%)
8% less call options, than puts
Call options by funds: $6.92M | Put options by funds: $7.55M
8% less capital invested
Capital invested by funds: $5.85B → $5.41B (-$444M)
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$63.6M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$41.1M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$24.9M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$23.9M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$82.6M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$52.8M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$37.8M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$30.9M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
-$16.9M |
UL Hedge Fund Activity: Q3 2014 in Review
433 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2014, worth a combined $5.41B — down 7.6% from $5.85B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new UL positions and 24 closed out — a net gain of 19 holders — while 179 added to existing stakes and 136 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $63.6M. The largest seller was Sterling Capital Management, cutting an estimated $82.6M.
- 433 institutional investors held Unilever (UL) as of Q3 2014, up from 416 in Q2 2014.
- Funds reported $5.41B of Unilever stock for Q3 2014, down 7.6% quarter-over-quarter.
- 43 funds opened new Unilever positions in Q3 2014 and 24 closed out, a net change of +19 holders.
- The largest Unilever buyer in Q3 2014 was Arrowstreet Capital, an estimated $63.6M added.
- The largest Unilever seller in Q3 2014 was Sterling Capital Management, an estimated $82.6M sold.
Based on aggregated 13F filings for Q3 2014.