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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
Walleye Trading
376
Walleye Trading
New York
$216K +$48.5K +1,014 +27%
CL
377
Choreo LLC
Illinois
$213K
MFS
378
MSI Financial Services
Massachusetts
$213K +$7.32K +153 +3%
RBC
379
Ronald Blue & Co
Georgia
$210K +$220K +4,592 New
BFS
380
Bradley Foster & Sargent
Connecticut
$209K
HI
381
HBK Investments
Texas
$208K +$217K +4,533 New
EGA
382
Eagle Global Advisors
Texas
$207K
PPSG
383
Princeton Portfolio Strategies Group
New Jersey
$205K +$8.51K +178 +4%
GC
384
Gratus Capital
Georgia
$204K
BTW
385
Boston Trust Walden
Massachusetts
$203K +$211K +4,422 New
FHA
386
First Horizon Advisors
Tennessee
$189K -$48.4K -1,013 -20%
SF
387
Synovus Financial
Georgia
$188K +$21.5K +449 +12%
MA
388
MUFG Americas
New York
$184K -$16K -335 -8%
EWM
389
Evercore Wealth Management
New York
$169K -$110K -2,306 -39%
SEI Investments
390
SEI Investments
Pennsylvania
$169K -$6.5K -136 -4%
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$167K -$23.3K -488 -12%
JFGIW
392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K +$1.1K +23 +0.7%
BC
393
Bartlett & Co
Ohio
$158K
RIA
394
Regal Investment Advisors
Michigan
$155K +$162K +3,386 New
Barclays
395
Barclays
United Kingdom
$152K +$24.2K +507 +18%
OA
396
OFI Advisors
Pennsylvania
$134K -$861 -18 -0.6%
WRM
397
Westport Resources Management
Connecticut
$129K
EWM
398
Endurance Wealth Management
Rhode Island
$125K
NFG
399
Next Financial Group
Texas
$117K +$32.3K +676 +36%
BlackRock
400
BlackRock
New York
$113K +$102K +2,125 +620%

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.