Unilever
414 hedge funds and large institutions have $5.51B invested in Unilever in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 203 increasing their positions, 99 reducing their positions, and 19 closing their positions.
126% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 19
105% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 99
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
8% more capital invested
Capital invested by funds: $5.11B → $5.51B (+$398M)
6% more funds holding
Funds holding: 391 → 414 (+23)
0.3% more ownership
Funds ownership: 7.82% → 8.12% (+0.3%)
27% less call options, than puts
Call options by funds: $8.62M | Put options by funds: $11.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$72.5M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$43.5M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$38.5M |
| 4 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$31.4M |
| 5 |
Lazard Asset Management
New York
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$144M |
| 2 |
Renaissance Technologies
New York
|
-$26.3M |
| 3 |
STMM
South Texas Money Management
San Antonio,
Texas
|
-$17.5M |
| 4 |
Bank of New York Mellon
New York
|
-$8.85M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNB
426
Valley National Bancorp
New York
| – | -$227K | -4,889 | Closed |
|
|
TRCT
427
Tower Research Capital (TRC)
New York
| – | -$152K | -3,369 | Closed |
|
428
Group One Trading
Chicago,
Illinois
| – | -$32.1K | -711 | Closed |
|
|
WCM
429
Windsor Capital Management
Phoenix,
Arizona
| – | -$27K | -573 | Closed |
|
|
SHWM
430
Smith & Howard Wealth Management
Atlanta,
Georgia
| – | -$16K | -355 | Closed |
|
|
IWC
431
Integrated Wealth Counsel
Carmel,
California
| – | -$13K | -285 | Closed |
|
|
WA
432
Waverly Advisors
Birmingham,
Alabama
| – | -$4K | -82 | Closed |
|
|
PG
433
PEAK6 Group
Chicago,
Illinois
| – | -$1.31K | -29 | Closed |
|
|
ASN
434
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -23 | Closed |
|
UL Hedge Fund Activity: Q1 2014 in Review
414 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2014, worth a combined $5.51B — up 7.8% from $5.11B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new UL positions and 19 closed out — a net gain of 24 holders — while 203 added to existing stakes and 99 trimmed.
The largest buyer was Fiduciary Management Inc, adding an estimated $72.5M. The largest seller was UBS, cutting an estimated $144M.
- 414 institutional investors held Unilever (UL) as of Q1 2014, up from 391 in Q4 2013.
- Funds reported $5.51B of Unilever stock for Q1 2014, up 7.8% quarter-over-quarter.
- 43 funds opened new Unilever positions in Q1 2014 and 19 closed out, a net change of +24 holders.
- The largest Unilever buyer in Q1 2014 was Fiduciary Management Inc, an estimated $72.5M added.
- The largest Unilever seller in Q1 2014 was UBS, an estimated $144M sold.
Based on aggregated 13F filings for Q1 2014.