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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
LNWWM
351
Laird Norton Wetherby Wealth Management
California
$269K +$6.03K +126 +2%
ICOA
352
Investment Centers of America
North Dakota
$269K +$24.1K +503 +9%
JWM
353
Jacobus Wealth Management
Wisconsin
$263K
BCM
354
Brookstone Capital Management
Illinois
$262K -$168K -3,509 -38%
AF
355
Allworth Financial
California
$262K
AP
356
Advisor Partners
California
$262K +$32.9K +688 +14%
CLOS
357
Compagnie Lombard Odier SCmA
Switzerland
$261K +$177K +3,706 +187%
FC
358
Fayerweather Charles
$260K +$270K +5,644 New
PP
359
Paloma Partners
Connecticut
$256K +$267K +5,590 New
SS
360
Sunbelt Securities
Texas
$253K +$51.4K +1,075 +24%
NPC
361
National Planning Corporation
California
$253K +$243K +5,072 New
CWM
362
Concert Wealth Management
California
$245K +$28.4K +593 +12%
COI
363
Connable Office Inc
Michigan
$242K
FIM
364
Freedom Investment Management
Connecticut
$241K -$92K -1,924 -38%
FCM
365
Forester Capital Management
Illinois
$232K -$7.22K -151 -3%
NSIM
366
North Star Investment Management
Illinois
$229K
RC
367
RegentAtlantic Capital
New Jersey
$226K
WCM Investment Management
368
WCM Investment Management
California
$225K -$106K -2,213 -31%
ALA
369
Atherton Lane Advisers
California
$224K
RB
370
Rodgers Brothers
Pennsylvania
$223K +$232K +4,862 New
MSS
371
Mitchell Sinkler & Starr
Pennsylvania
$219K
TCOO
372
Trust Company of Oklahoma
Oklahoma
$218K +$6.17K +129 +3%
MA
373
Montag & Associates
Georgia
$216K
NDSI
374
Newman Dignan & Sheerar Inc
Rhode Island
$216K
MSFP
375
Mark Sheptoff Financial Planning
Connecticut
$216K +$42.5K +889 +23%

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.