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Unilever

603 hedge funds and large institutions have $4.05B invested in Unilever in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 181 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.53M

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

3% more funds holding

Funds holding: 588603 (+15)

0.29% less ownership

Funds ownership: 6.19%5.9% (-0.29%)

10% less capital invested

Capital invested by funds: $4.52B → $4.05B (-$468M)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 216

Holders
603
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
13.44%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
80
Increased
181
Reduced
216
Closed
60
Calls
$11.2M
Puts
$3.53M
Net Calls
+$7.71M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
426
Geneos Wealth Management
Colorado
$250K +$5.12K +85 +2%
Dodge & Cox
427
Dodge & Cox
California
$246K -$64.2K -1,066 -20%
HA
428
Hamel Associates
New Jersey
$240K -$24.1K -400 -9%
HW
429
Hedeker Wealth
Illinois
$240K -$7.17K -119 -3%
MIM
430
Martin Investment Management
Florida
$237K +$3.74K +62 +2%
BCM
431
Becker Capital Management
Oregon
$235K
CCG
432
Chatham Capital Group
Georgia
$233K
CA
433
Continuum Advisory
Idaho
$232K -$93.7K -1,554 -28%
CT
434
Coastline Trust
Rhode Island
$229K
SCM
435
Sterling Capital Management
North Carolina
$229K +$1.15K +19 +0.5%
B
436
Bailard
California
$227K +$4.7K +78 +2%
HCM
437
Hutner Capital Management
Vermont
$226K -$15.7K -261 -6%
TCPWM
438
Traverso Chambers Private Wealth Management
California
$226K +$232K +3,845 New
FHA
439
Flagship Harbor Advisors
Massachusetts
$220K -$13.1K -217 -5%
HH
440
Hilltop Holdings
Texas
$218K -$27.3K -453 -11%
HIS
441
Harvest Investment Services
Illinois
$218K +$221K +3,669 New
ESB
442
Essex Savings Bank
Connecticut
$216K +$222K +3,676 New
FIA
443
Foundations Investment Advisors
Arizona
$215K -$5.79K -96 -3%
LI
444
Lafayette Investments
Maryland
$214K +$219K +3,636 New
EM
445
Excalibur Management
Massachusetts
$210K
KFGK
446
Keystone Financial Group (Kentucky)
Kentucky
$204K
HB
447
Homrich & Berg
Georgia
$202K +$207K +3,429 New
OWA
448
One Wealth Advisors
California
$200K +$11K +182 +6%
ACA
449
Atlas Capital Advisors
Wyoming
$190K +$195K +3,228 New
BFEC
450
Benjamin F. Edwards & Company
Missouri
$182K +$9.88K +164 +6%