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Unilever

550 hedge funds and large institutions have $5.13B invested in Unilever in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 230 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $9.34M

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1% less funds holding

Funds holding: 555550 (-5)

1% less ownership

Funds ownership: 7.59%6.59% (-1%)

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

5% less capital invested

Capital invested by funds: $5.43B → $5.13B (-$294M)

26% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 230

Holders
550
Holders Change
-5
Holders Change %
-0.9%
% of All Funds
13.71%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
43
Increased
171
Reduced
230
Closed
44
Calls
$19.6M
Puts
$9.34M
Net Calls
+$10.2M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
426
Appleton Partners
Massachusetts
$239K +$234K +3,922 New
TCM
427
Telos Capital Management
California
$239K +$234K +3,924 New
IWA
428
Intercontinental Wealth Advisors
Texas
$237K -$15.2K -255 -6%
GWM
429
Geneos Wealth Management
Colorado
$237K +$30.8K +516 +15%
CT
430
Coastline Trust
Rhode Island
$236K +$2.68K +45 +1%
Manulife (Manufacturers Life Insurance)
431
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236K +$31.5K +528 +16%
PCM
432
Parsons Capital Management
Rhode Island
$233K +$229K +3,834 New
BFEC
433
Benjamin F. Edwards & Company
Missouri
$232K -$407K -6,831 -64%
CB
434
Commerce Bank
Missouri
$230K -$7.04K -118 -3%
WSCM
435
Wellington Shields Capital Management
New York
$227K +$223K +3,733 New
HH
436
Hilltop Holdings
Texas
$226K -$175K -2,937 -44%
DLA
437
Douglas Lane & Associates
New York
$225K -$57.8K -969 -21%
BUB
438
BBVA USA Bancshares
Texas
$224K
SFA
439
Sequoia Financial Advisors
Ohio
$223K +$219K +3,667 New
BOS
440
Bingham Osborn & Scarborough
California
$222K +$217K +3,640 New
Verition Fund Management
441
Verition Fund Management
Connecticut
$220K +$216K +3,620 New
MWNA
442
Marshall Wace North America
New York
$219K -$56.6K -949 -21%
RC
443
Roundview Capital
New Jersey
$216K +$212K +3,551 New
AAM
444
American Asset Management
Florida
$216K +$212K +3,554 New
EI
445
EDMP Inc
Florida
$213K -$21.7K -364 -9%
BCM
446
Brookstone Capital Management
Illinois
$212K +$207K +3,476 New
BTNA
447
Bremer Trust National Association
Minnesota
$211K -$67.1K -1,126 -25%
NG
448
Northstar Group
New York
$211K +$207K +3,470 New
WIP
449
Wellesley Investment Partners
Massachusetts
$203K +$199K +3,340 New
BC
450
Bartlett & Co
Ohio
$199K

UL Hedge Fund Activity: Q2 2017 in Review

550 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2017, worth a combined $5.13B — down 5.4% from $5.43B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UL and 43 opened new positions — a net loss of 1 holder — while 230 trimmed existing stakes and 171 added.

The largest buyer was Goldman Sachs, adding an estimated $31.4M. The largest seller was Fiduciary Management Inc, cutting an estimated $284M.

  • 550 institutional investors held Unilever (UL) as of Q2 2017, down from 555 in Q1 2017.
  • Funds reported $5.13B of Unilever stock for Q2 2017, down 5.4% quarter-over-quarter.
  • 43 funds opened new Unilever positions in Q2 2017 and 44 closed out, a net change of -1 holder.
  • The largest Unilever buyer in Q2 2017 was Goldman Sachs, an estimated $31.4M added.
  • The largest Unilever seller in Q2 2017 was Fiduciary Management Inc, an estimated $284M sold.

Based on aggregated 13F filings for Q2 2017.