We are live on ! Find out more
UL icon

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
CFA
401
Carroll Financial Associates
North Carolina
$109K -$10.1K -211 -9%
IWMPD
402
Integrated Wealth Management (Palm Desert)
California
$98K +$2.58K +54 +3%
QT
403
Quantbot Technologies
New York
$94K -$39.8K -833 -29%
QCG
404
Quadrant Capital Group
Ohio
$90K +$10.9K +228 +13%
FMT
405
First Mercantile Trust
Tennessee
$83K
ATC
406
Adirondack Trust Company
New York
$82K
BIM
407
BlackRock Investment Management
Delaware
$80K +$2.87K +60 +4%
ASN
408
Advisory Services Network
Georgia
$76K +$78.3K +1,638 +7,122%
CPA
409
Cowen Prime Advisors
New York
$67K
OC
410
Oakworth Capital
Alabama
$66K -$151K -3,164 -69%
HCM
411
Highlander Capital Management
New Jersey
$57K -$31.9K -667 -35%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$53K +$55.3K +1,156 New
SEC
413
Seven Eight Capital
New York
$51K +$53.5K +1,118 New
LIA
414
LS Investment Advisors
Michigan
$50K
TC
415
Trust Company
Kansas
$50K +$18.2K +380 +54%
MGIA
416
Moneta Group Investment Advisors
Missouri
$50K +$52.4K +1,096 New
KLWA
417
Kelly Lawrence W & Associates
California
$49K +$51K +1,067 New
HR
418
Howe & Rusling
New York
$44K +$6.41K +134 +16%
QAM
419
QCI Asset Management
New York
$41K
WEC
420
Winslow Evans & Crocker
Massachusetts
$38.5K -$8.51K -178 -18%
TCCM
421
Timber Creek Capital Management
Massachusetts
$38K
CHC
422
City Holding Co
West Virginia
$37K +$3.4K +71 +10%
TRCT
423
Tower Research Capital (TRC)
New York
$37K +$27.9K +584 +270%
Group One Trading
424
Group One Trading
Illinois
$37K +$29.7K +622 +349%
PSUF
425
People's United Financial
Connecticut
$35K

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.