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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
CCM
351
Canal Capital Management
Virginia
$478K +$9.16K +135 +2%
SFA
352
Semmax Financial Advisors
North Carolina
$476K +$215K +3,163 +86%
FIM
353
Freedom Investment Management
Connecticut
$475K -$67.3K -991 -13%
EIP
354
Epoch Investment Partners
New York
$475K -$31.7K -467 -6%
BSW
355
Buckingham Strategic Wealth
Missouri
$475K +$12.8K +189 +3%
SAM
356
Security Asset Management
New York
$473K -$71.1K -1,047 -13%
FWM
357
Fairhaven Wealth Management
Illinois
$470K -$8.21K -121 -2%
CG
358
Colony Group
Massachusetts
$469K -$2.24K -33 -0.5%
Allianz Asset Management
359
Allianz Asset Management
Germany
$469K +$32.5K +479 +8%
FSA
360
Franklin Street Advisors
North Carolina
$454K +$442K +6,516 New
CSS
361
Cubist Systematic Strategies
Connecticut
$453K -$3.46M -51,045 -89%
Bessemer Group
362
Bessemer Group
New Jersey
$447K
HC
363
Henshaw Capital
Massachusetts
$446K -$90.7K -1,337 -17%
MAFM
364
Mid Atlantic Financial Management
Pennsylvania
$444K +$15.7K +231 +4%
PAMG
365
Patton Albertson Miller Group
Tennessee
$439K +$450K +6,627 New
HAIM
366
Hunter Associates Investment Management
Pennsylvania
$435K
SVWAG
367
Sound View Wealth Advisors Group
Georgia
$431K +$420K +6,189 New
SMH
368
Sanders Morris Harris
Texas
$429K +$418K +6,165 New
NSIM
369
North Star Investment Management
Illinois
$425K
PC
370
Port Capital
Illinois
$425K
ACM
371
Ategra Capital Management
Virginia
$424K -$10.5K -155 -2%
HWA
372
Heritage Way Advisors
Illinois
$423K -$3.87K -57 -0.9%
IC
373
Intersect Capital
California
$422K -$109K -1,600 -21%
BFO
374
Boston Family Office
Massachusetts
$413K -$3.33K -49 -0.8%
AF
375
Allworth Financial
California
$408K -$2.38K -35 -0.6%

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.