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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
SC
376
SouthState Corp
Florida
$406K -$41.2K -607 -9%
SA
377
SL Advisors
New Jersey
$402K +$6.92K +102 +2%
PA
378
Probity Advisors
Texas
$401K -$6.04K -89 -2%
B
379
Bailard
California
$401K +$145K +2,143 +59%
ERIM
380
Eagle Ridge Investment Management
Connecticut
$399K -$50.7K -747 -12%
IWM
381
IHT Wealth Management
Illinois
$397K -$71.9K -1,060 -16%
CFGS
382
Concourse Financial Group Securities
Alabama
$396K +$9.64K +142 +3%
HSA
383
HBK Sorce Advisory
Pennsylvania
$394K +$204 +3 +0.1%
Fayez Sarofim & Co
384
Fayez Sarofim & Co
Texas
$393K -$6.58K -97 -2%
FWCM
385
Ferguson Wellman Capital Management
Oregon
$392K +$11.4K +168 +3%
WA
386
Wambolt & Associates
Colorado
$390K +$128K +1,890 +51%
LNWWM
387
Laird Norton Wetherby Wealth Management
California
$389K -$1.22K -18 -0.3%
IP
388
Intellectus Partners
California
$389K +$339 +5 +0.1%
CHP
389
Cable Hill Partners
Oregon
$388K +$339 +5 +0.1%
PFS
390
Prospera Financial Services
Texas
$384K +$373K +5,492 New
CAM
391
Columbia Asset Management
Michigan
$383K -$102K -1,500 -21%
Prudential Financial
392
Prudential Financial
New Jersey
$382K +$67.8K +999 +22%
LB
393
Landmark Bank
Missouri
$380K -$3.67K -54 -1%
KCM
394
Kanawha Capital Management
Virginia
$374K +$145K +2,133 +66%
HR
395
Howe & Rusling
New York
$372K -$46.7K -688 -11%
PC
396
Pecaut & Co
Iowa
$372K
PIA
397
Pinion Investment Advisors
Kansas
$367K -$34.4K -507 -9%
VFA
398
Valeo Financial Advisors
Indiana
$361K +$14.2K +209 +4%
MPAM
399
Murphy Pohlad Asset Management
Minnesota
$352K -$18.1K -267 -5%
BWM
400
BigSur Wealth Management
Florida
$351K

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.