Unilever
555 hedge funds and large institutions have $5.43B invested in Unilever in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 200 increasing their positions, 224 reducing their positions, and 54 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 8 → 14 (+6)
25% more call options, than puts
Call options by funds: $30.5M | Put options by funds: $24.5M
21% more capital invested
Capital invested by funds: $4.49B → $5.43B (+$942M)
7% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 54
0% less ownership
Funds ownership: 7.59% → 7.59% (-0%)
0% less funds holding
Funds holding: 557 → 555 (-2)
11% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 224
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$173M |
| 2 |
Jane Street
New York
|
+$78.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$76.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$54M |
| 5 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$111M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$92.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$48.6M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$42.2M |
| 5 |
USSCPF
United States Steel & Carnegie Pension Fund
New York
|
-$38.7M |
UL Hedge Fund Activity: Q1 2017 in Review
555 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2017, worth a combined $5.43B — up 21% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new UL positions and 54 closed out — a net gain of 4 holders — while 200 added to existing stakes and 224 trimmed.
The largest buyer was Fiduciary Management Inc, adding an estimated $173M. The largest seller was Federated Hermes, exiting entirely with an estimated $111M sold.
- 555 institutional investors held Unilever (UL) as of Q1 2017, down from 557 in Q4 2016.
- Funds reported $5.43B of Unilever stock for Q1 2017, up 21% quarter-over-quarter.
- 58 funds opened new Unilever positions in Q1 2017 and 54 closed out, a net change of +4 holders.
- The largest Unilever buyer in Q1 2017 was Fiduciary Management Inc, an estimated $173M added.
- The largest Unilever seller in Q1 2017 was Federated Hermes, an estimated $111M sold.
Based on aggregated 13F filings for Q1 2017.