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
ST
426
Smithfield Trust
Pennsylvania
$34K
P
427
Palladiem
Pennsylvania
$33K
WA
428
WealthTrust-Arizona
Arizona
$33K +$3.78K +79 +13%
ZB
429
Zions Bancorporation
Utah
$33K +$32.4K +677 New
PSI
430
Pinnacle Summer Investments
Virginia
$31K
HFM
431
Hartford Financial Management
Connecticut
$29K
KCM
432
Karp Capital Management
California
$27K +$27.6K +578 New
WCM
433
Windsor Capital Management
Arizona
$26K +$27.4K +573 New
TA
434
Teachers Advisors
New York
$25K +$26.5K +555 New
SA
435
SRH Advisors
Kansas
$24K
CTB
436
Country Trust Bank
Illinois
$23K
BWA
437
Burt Wealth Advisors
Maryland
$22K
JAM
438
JCIC Asset Management
Ontario, Canada
$22K
H
439
Hexavest
Quebec, Canada
$21K
BCA
440
Bray Capital Advisors
Florida
$20K
BKA
441
Brick & Kyle Associates
Pennsylvania
$20K
AssetMark Inc
442
AssetMark Inc
California
$19K +$4.21K +88 +28%
KA
443
Klingman & Associates
New York
$18K -$34.8K -728 -64%
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$430 +9 +2%
CCS
445
Crosspoint Capital Strategies
California
$17K +$8.65K +181 +97%
S
446
SignatureFD
Georgia
$17K +$12K +250 +191%
AIP
447
Ameritas Investment Partners
Nebraska
$15K
FPFS
448
First Personal Financial Services
North Carolina
$15K
ECM
449
Estabrook Capital Management
New York
$14.3K
JIC
450
Joel Isaacson & Co
New York
$14K

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.