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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
BWM
376
BigSur Wealth Management
Florida
$387K
Chevy Chase Trust
377
Chevy Chase Trust
Maryland
$387K +$34.5K +578 +10%
Cetera Investment Advisers
378
Cetera Investment Advisers
Illinois
$386K -$7.33K -123 -2%
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$386K
BTW
380
Boston Trust Walden
Massachusetts
$382K +$6.68K +112 +2%
NPC
381
National Planning Corporation
California
$378K +$18.1K +304 +5%
FWM
382
Frontier Wealth Management
Missouri
$376K -$10.6K -178 -3%
CA
383
Continuum Advisory
Idaho
$375K +$63K +1,056 +21%
Bessemer Group
384
Bessemer Group
New Jersey
$373K -$60.2K -1,010 -14%
HCM
385
Hutner Capital Management
Vermont
$370K
CG
386
Cutler Group
California
$369K -$2.31M -38,666 -86%
LFAS
387
Level Four Advisory Services
Texas
$368K -$221K -3,699 -36%
BFO
388
Boston Family Office
Massachusetts
$365K +$10.1K +169 +3%
RI
389
Ridgewood Investments
New Jersey
$364K -$8.35K -140 -2%
MC
390
Miles Capital
Iowa
$363K
PA
391
Probity Advisors
Texas
$362K
AF
392
Allworth Financial
California
$348K
EM
393
Excalibur Management
Massachusetts
$348K
CL
394
Choreo LLC
Illinois
$347K +$13.1K +220 +4%
Fayez Sarofim & Co
395
Fayez Sarofim & Co
Texas
$337K
PC
396
Pecaut & Co
Iowa
$325K -$360K -6,045 -53%
GC
397
Gruss & Co
Florida
$325K
MPAM
398
Murphy Pohlad Asset Management
Minnesota
$324K -$142K -2,387 -31%
SI
399
Scout Investments
Missouri
$323K
CAM
400
Carret Asset Management
New York
$320K

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.