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Unilever

603 hedge funds and large institutions have $4.05B invested in Unilever in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 181 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.53M

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

3% more funds holding

Funds holding: 588603 (+15)

0.29% less ownership

Funds ownership: 6.19%5.9% (-0.29%)

10% less capital invested

Capital invested by funds: $4.52B → $4.05B (-$468M)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 216

Holders
603
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
13.44%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
80
Increased
181
Reduced
216
Closed
60
Calls
$11.2M
Puts
$3.53M
Net Calls
+$7.71M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
401
YorkBridge Wealth Partners
New York
$283K -$7.47K -124 -3%
SB
402
Simmons Bank
Arkansas
$282K
WSCM
403
Wellington Shields Capital Management
New York
$282K
CL
404
Choreo LLC
Illinois
$280K -$18.1K -300 -6%
OAM
405
Oxford Asset Management
United Kingdom
$278K +$285K +4,736 New
RC
406
RegentAtlantic Capital
New Jersey
$277K
VAG
407
VisionPoint Advisory Group
Texas
$277K +$284K +4,717 New
CA
408
Cetera Advisors
Colorado
$276K -$64K -1,062 -18%
S
409
Surevest
California
$276K +$283K +4,692 New
IPW
410
Inlet Private Wealth
Florida
$274K +$281K +4,667 New
WEC
411
Winslow Evans & Crocker
Massachusetts
$272K
FWM
412
Frontier Wealth Management
Missouri
$262K -$102K -1,689 -27%
IB
413
Intrust Bank
Kansas
$262K -$1.39K -23 -0.5%
FCA
414
FinTrust Capital Advisors
South Carolina
$262K +$269K +4,463 New
TCM
415
Telos Capital Management
California
$261K
AAM
416
American Asset Management
Florida
$260K
CG
417
Caprock Group
Idaho
$259K +$2.47K +41 +0.9%
WAM
418
Wealthspire Advisors (Maryland)
Maryland
$257K -$7.23K -120 -3%
CAM
419
Carret Asset Management
New York
$257K
CLOS
420
Compagnie Lombard Odier SCmA
Switzerland
$256K
BCM
421
Bayesian Capital Management
New York
$255K +$262K +4,340 New
Fisher Asset Management
422
Fisher Asset Management
Washington
$253K +$29.5K +490 +13%
SWM
423
SeaCrest Wealth Management
New York
$252K +$6.81K +113 +3%
PT
424
Plimoth Trust
Massachusetts
$251K -$15.6K -258 -6%
GFP
425
Gryphon Financial Partners
Ohio
$251K +$249K +4,132 New

UL Hedge Fund Activity: Q4 2018 in Review

603 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2018, worth a combined $4.05B — down 10% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new UL positions and 60 closed out — a net gain of 20 holders — while 181 added to existing stakes and 216 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $62.7M. The largest seller was Harris Associates, cutting an estimated $392M.

  • 603 institutional investors held Unilever (UL) as of Q4 2018, up from 588 in Q3 2018.
  • Funds reported $4.05B of Unilever stock for Q4 2018, down 10% quarter-over-quarter.
  • 80 funds opened new Unilever positions in Q4 2018 and 60 closed out, a net change of +20 holders.
  • The largest Unilever buyer in Q4 2018 was Arrowstreet Capital, an estimated $62.7M added.
  • The largest Unilever seller in Q4 2018 was Harris Associates, an estimated $392M sold.

Based on aggregated 13F filings for Q4 2018.