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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
SAM
351
Security Asset Management
New York
$477K
ATC
352
Argent Trust Co
Tennessee
$473K +$13.7K +229 +3%
ERIM
353
Eagle Ridge Investment Management
Connecticut
$470K +$174K +2,911 +40%
SCA
354
Salient Capital Advisors
Texas
$468K -$284K -4,765 -38%
SA
355
Strategic Advisors
New York
$468K +$10.4K +175 +2%
IIA
356
IPG Investment Advisors
California
$464K -$10.6K -178 -2%
DI
357
Diligent Investors
California
$460K +$450K +7,556 New
BSW
358
Buckingham Strategic Wealth
Missouri
$457K +$447K +7,503 New
CBU
359
CIBC Bank USA
Illinois
$456K -$456K -7,646 -50%
NI
360
Nepsis Inc
Minnesota
$456K -$10.5K -176 -2%
WEC
361
Winslow Evans & Crocker
Massachusetts
$453K +$360K +6,044 +363%
RIM
362
Regent Investment Management
Kentucky
$449K -$10.6K -178 -2%
EMB
363
Elefante Mark B
$449K +$56.9K +955 +15%
BTIS
364
BB&T Investment Services
North Carolina
$443K -$13.4K -225 -3%
NA
365
NewEdge Advisors
Louisiana
$441K +$44K +738 +11%
FBT
366
First Bankers Trust
Kentucky
$438K
LMGAM
367
Liberty Mutual Group Asset Management
Massachusetts
$438K +$429K +7,202 New
IP
368
Intellectus Partners
California
$432K +$264K +4,435 +167%
BAS
369
Brown Advisory Securities
Maryland
$427K -$2.27K -38 -0.5%
HAIM
370
Hunter Associates Investment Management
Pennsylvania
$425K
Wolverine Trading
371
Wolverine Trading
Illinois
$423K -$256K -4,300 -38%
JFL
372
Jarislowsky, Fraser Ltd
Quebec, Canada
$409K +$50.7K +850 +14%
YMRC
373
Yorktown Management & Research Company
Virginia
$395K
ACI
374
Alpha Cubed Investments
California
$391K +$76.8K +1,289 +25%
State Street
375
State Street
Massachusetts
$389K

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.