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Unilever

588 hedge funds and large institutions have $4.52B invested in Unilever in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 185 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $6.53M

0% less ownership

Funds ownership: 6.19%6.19% (-0%)

3% less capital invested

Capital invested by funds: $4.65B → $4.52B (-$131M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

1% less funds holding

Funds holding: 596588 (-8)

16% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 221

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
588
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
44
Increased
185
Reduced
221
Closed
48
Calls
$16.1M
Puts
$6.53M
Net Calls
+$9.53M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
376
Curi RMB Capital
Illinois
$319K -$11K -174 -3%
VFA
377
Valeo Financial Advisors
Indiana
$319K +$44K +697 +15%
PIA
378
Pinion Investment Advisors
Kansas
$318K +$1.26K +20 +0.4%
APA
379
American Portfolios Advisors
New York
$317K +$2.33K +37 +0.7%
CL
380
Choreo LLC
Illinois
$313K -$63 -1 -0%
YWP
381
YorkBridge Wealth Partners
New York
$306K
GC
382
Gratus Capital
Georgia
$304K
QCG
383
Quadrant Capital Group
Ohio
$302K -$14.8K -234 -4%
SWP
384
Strategic Wealth Partners
Ohio
$299K -$60.2K -955 -16%
SB
385
Simmons Bank
Arkansas
$297K +$1.14K +18 +0.4%
WSCM
386
Wellington Shields Capital Management
New York
$297K +$42.1K +667 +16%
TSS
387
Two Sigma Securities
New York
$295K -$118K -1,876 -28%
RC
388
RegentAtlantic Capital
New Jersey
$291K -$11.2K -178 -4%
WEC
389
Winslow Evans & Crocker
Massachusetts
$286K
PT
390
Plimoth Trust
Massachusetts
$281K -$14.6K -231 -5%
WAM
391
Wealthspire Advisors (Maryland)
Maryland
$278K -$757 -12 -0.3%
IB
392
Intrust Bank
Kansas
$277K
HA
393
Hamel Associates
New Jersey
$275K -$44.8K -711 -14%
FWM
394
Focused Wealth Management
New York
$275K +$280K +4,444 New
TCM
395
Telos Capital Management
California
$274K -$10.8K -171 -4%
AAM
396
American Asset Management
Florida
$274K
CG
397
Caprock Group
Idaho
$270K
CAM
398
Carret Asset Management
New York
$270K
CLOS
399
Compagnie Lombard Odier SCmA
Switzerland
$269K -$33.6K -533 -11%
SAM
400
Silvercrest Asset Management
New York
$269K -$8.7K -138 -3%

UL Hedge Fund Activity: Q3 2018 in Review

588 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2018, worth a combined $4.52B — down 2.8% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of UL and 44 opened new positions — a net loss of 4 holders — while 221 trimmed existing stakes and 185 added.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $24.8M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 588 institutional investors held Unilever (UL) as of Q3 2018, down from 596 in Q2 2018.
  • Funds reported $4.52B of Unilever stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 44 funds opened new Unilever positions in Q3 2018 and 48 closed out, a net change of -4 holders.
  • The largest Unilever buyer in Q3 2018 was AllianceBernstein, an estimated $24.8M added.
  • The largest Unilever seller in Q3 2018 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2018.