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Unilever

588 hedge funds and large institutions have $4.52B invested in Unilever in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 185 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $6.53M

0% less ownership

Funds ownership: 6.19%6.19% (-0%)

3% less capital invested

Capital invested by funds: $4.65B → $4.52B (-$131M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

1% less funds holding

Funds holding: 596588 (-8)

16% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 221

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
588
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
44
Increased
185
Reduced
221
Closed
48
Calls
$16.1M
Puts
$6.53M
Net Calls
+$9.53M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
426
Personal Capital Advisors
California
$215K +$219K +3,479 New
FA
427
FMA Advisory
Pennsylvania
$213K +$442 +7 +0.2%
SPC
428
Sigma Planning Corp
Michigan
$208K +$212K +3,369 New
MSS
429
Mitchell Sinkler & Starr
Pennsylvania
$207K
WIP
430
Wellesley Investment Partners
Massachusetts
$206K
GLA
431
Good Life Advisors
Pennsylvania
$205K +$209K +3,318 New
SBIA
432
Sheaff Brock Investment Advisors
Indiana
$203K +$63 +1 +0%
PP
433
Palladium Partners
Virginia
$203K +$207K +3,281 New
VF
434
Virtu Financial
New York
$202K +$206K +3,273 New
CB
435
Commerce Bank
Missouri
$201K -$679K -10,761 -77%
NFA
436
Nuveen Fund Advisors
Illinois
$201K -$128K -2,024 -38%
OWA
437
One Wealth Advisors
California
$199K -$946 -15 -0.5%
MA
438
MUFG Americas
New York
$193K
BFEC
439
Benjamin F. Edwards & Company
Missouri
$182K +$63 +1 +0%
GTAM
440
Global Trust Asset Management
Florida
$173K +$1.14K +18 +0.6%
CHP
441
Cable Hill Partners
Oregon
$171K -$17.9K -284 -9%
IWP
442
Icon Wealth Partners
Texas
$169K -$17.2K -272 -9%
S
443
SignatureFD
Georgia
$166K +$17.1K +271 +11%
MCA
444
Mercer Capital Advisers
New Jersey
$152K
CFA
445
Carroll Financial Associates
North Carolina
$138K
AIS
446
Accurate Investment Solutions
Pennsylvania
$137K -$30.5K -484 -18%
HFM
447
Hartford Financial Management
Connecticut
$135K -$883 -14 -0.6%
AC
448
Avestar Capital
New York
$131K +$23.6K +374 +18%
GP
449
Girard Partners
Pennsylvania
$131K +$134K +2,124 New
NFG
450
Next Financial Group
Texas
$130K +$132K +2,100 New

UL Hedge Fund Activity: Q3 2018 in Review

588 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2018, worth a combined $4.52B — down 2.8% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of UL and 44 opened new positions — a net loss of 4 holders — while 221 trimmed existing stakes and 185 added.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $24.8M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 588 institutional investors held Unilever (UL) as of Q3 2018, down from 596 in Q2 2018.
  • Funds reported $4.52B of Unilever stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 44 funds opened new Unilever positions in Q3 2018 and 48 closed out, a net change of -4 holders.
  • The largest Unilever buyer in Q3 2018 was AllianceBernstein, an estimated $24.8M added.
  • The largest Unilever seller in Q3 2018 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2018.