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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
MSFP
401
Mark Sheptoff Financial Planning
Connecticut
$319K +$10.5K +176 +3%
QCG
402
Quadrant Capital Group
Ohio
$314K -$14K -235 -4%
CSS
403
Cubist Systematic Strategies
Connecticut
$313K +$91K +1,526 +42%
PWM
404
Perigon Wealth Management
California
$313K +$163K +2,739 +114%
LM
405
Lincluden Management
Ontario, Canada
$301K -$10.1K -169 -3%
RC
406
RegentAtlantic Capital
New Jersey
$301K
GC
407
Gratus Capital
Georgia
$300K
CLOS
408
Compagnie Lombard Odier SCmA
Switzerland
$297K -$403K -6,755 -58%
SAM
409
Silvercrest Asset Management
New York
$292K +$286K +4,792 New
WA1
410
Wimmer Associates 1
California
$289K
T. Rowe Price Associates
411
T. Rowe Price Associates
Maryland
$282K +$21.5K +361 +8%
FC
412
Fairpointe Capital
Illinois
$281K -$1.7M -28,578 -86%
IB
413
Intrust Bank
Kansas
$281K -$5.01K -84 -2%
NDSI
414
Newman Dignan & Sheerar Inc
Rhode Island
$278K -$5.25K -88 -2%
CT
415
CMT Trading
Illinois
$273K +$267K +4,477 New
SBIA
416
Sheaff Brock Investment Advisors
Indiana
$265K +$15.9K +267 +7%
WA
417
WFG Advisors
Texas
$262K +$27.1K +454 +12%
EGA
418
Eagle Global Advisors
Texas
$256K
CS
419
Credential Securities
$253K -$206K -3,458 -45%
BP
420
Ballentine Partners
Massachusetts
$248K -$31.1K -522 -12%
FNT
421
First National Trust
Pennsylvania
$248K +$4.65K +78 +2%
AIS
422
Accurate Investment Solutions
Pennsylvania
$245K -$11.7K -197 -5%
KLI
423
Kelman-Lazarov Inc
Tennessee
$239K -$6.62K -111 -3%
JWM
424
Jacobus Wealth Management
Wisconsin
$239K
CCA
425
Cobblestone Capital Advisors
New York
$239K +$234K +3,920 New

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.