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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
FMB
401
Field & Main Bank
Kentucky
$260K -$11.2K -178 -4%
HW
402
Hedeker Wealth
Illinois
$260K -$2.02K -32 -0.8%
GWM
403
Geneos Wealth Management
Colorado
$259K -$25.4K -403 -9%
SWM
404
SeaCrest Wealth Management
New York
$258K +$27.2K +431 +12%
HH
405
Hilltop Holdings
Texas
$257K +$29K +460 +12%
HSA
406
HBK Sorce Advisory
Pennsylvania
$256K -$11.8K -187 -4%
ACI
407
Alpha Cubed Investments
California
$254K -$120K -1,904 -31%
HCM
408
Hutner Capital Management
Vermont
$254K
NDSI
409
Newman Dignan & Sheerar Inc
Rhode Island
$252K
FC
410
Fairpointe Capital
Illinois
$247K -$5.61K -89 -2%
BCM
411
Becker Capital Management
Oregon
$247K
FHA
412
Flagship Harbor Advisors
Massachusetts
$247K +$21.4K +340 +9%
CCG
413
Chatham Capital Group
Georgia
$245K -$54.6K -866 -18%
MIM
414
Martin Investment Management
Florida
$245K
PCM
415
PenderFund Capital Management
British Columbia, Canada
$243K
CT
416
Coastline Trust
Rhode Island
$241K
SCM
417
Sterling Capital Management
North Carolina
$240K -$17.7K -280 -7%
Fisher Asset Management
418
Fisher Asset Management
Washington
$235K +$240K +3,807 New
B
419
Bailard
California
$234K +$4.23K +67 +2%
Toronto Dominion Bank
420
Toronto Dominion Bank
Ontario, Canada
$230K +$37.6K +596 +19%
SA
421
Strategic Advisors
New York
$224K
FIA
422
Foundations Investment Advisors
Arizona
$222K +$4.35K +69 +2%
EM
423
Excalibur Management
Massachusetts
$221K
BP
424
Ballentine Partners
Massachusetts
$219K
KFGK
425
Keystone Financial Group (Kentucky)
Kentucky
$215K +$8.39K +133 +4%

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.