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Unilever

633 hedge funds and large institutions have $5.12B invested in Unilever in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $6.48M

16% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 43

9% more capital invested

Capital invested by funds: $4.71B → $5.12B (+$417M)

0.09% more ownership

Funds ownership: 6.21%6.3% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% less funds holding

Funds holding: 636633 (-3)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
13.75%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
50
Increased
211
Reduced
233
Closed
43
Calls
$9.61M
Puts
$6.48M
Net Calls
+$3.12M
Net Calls Change
-$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
426
Compagnie Lombard Odier SCmA
Switzerland
$304K
KMWM
427
Keudell/Morrison Wealth Management
Oregon
$303K -$26.4K -389 -8%
CWP
428
Capital Wealth Planning
Florida
$303K +$295K +4,343 New
CA
429
Cetera Advisors
Colorado
$302K +$11.9K +176 +4%
CS
430
Credit Suisse
Switzerland
$291K -$68 -1 -0%
CB
431
Cooke & Bieler
Pennsylvania
$291K
Dodge & Cox
432
Dodge & Cox
California
$291K
MIM
433
Martin Investment Management
Florida
$288K +$6.92K +102 +3%
IWS
434
Insight Wealth Strategies
California
$286K +$41.9K +618 +18%
IAA
435
Independent Advisor Alliance
North Carolina
$285K +$277K +4,086 New
FWM
436
Frontier Wealth Management
Missouri
$284K
HB
437
Homrich & Berg
Georgia
$282K +$37.5K +552 +16%
Manulife (Manufacturers Life Insurance)
438
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282K +$44.7K +658 +19%
SCA
439
Snowden Capital Advisors
New York
$282K +$9.37K +138 +4%
BFEC
440
Benjamin F. Edwards & Company
Missouri
$276K -$2.44K -36 -0.9%
SWP
441
Strategic Wealth Partners
Ohio
$272K -$37.9K -559 -13%
WS
442
Wedbush Securities
California
$272K -$18.9K -279 -7%
SW
443
SVB Wealth
Massachusetts
$272K -$6.11K -90 -2%
CT
444
Coastline Trust
Rhode Island
$271K
FIA
445
Foundations Investment Advisors
Arizona
$269K +$16K +236 +7%
AI
446
Atria Investments
North Carolina
$269K +$273K +4,020 New
FCA
447
FinTrust Capital Advisors
South Carolina
$268K -$25.4K -374 -9%
HIS
448
Harvest Investment Services
Illinois
$268K +$5.7K +84 +2%
FMB
449
Field & Main Bank
Kentucky
$267K -$4.55K -67 -2%
TCPWM
450
Traverso Chambers Private Wealth Management
California
$267K -$2.99K -44 -1%

UL Hedge Fund Activity: Q2 2019 in Review

633 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2019, worth a combined $5.12B — up 8.9% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UL positions and 43 closed out — a net gain of 7 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $101M. The largest seller was Manning & Napier Group, cutting an estimated $44.2M.

  • 633 institutional investors held Unilever (UL) as of Q2 2019, down from 636 in Q1 2019.
  • Funds reported $5.12B of Unilever stock for Q2 2019, up 8.9% quarter-over-quarter.
  • 50 funds opened new Unilever positions in Q2 2019 and 43 closed out, a net change of +7 holders.
  • The largest Unilever buyer in Q2 2019 was Deutsche Bank, an estimated $101M added.
  • The largest Unilever seller in Q2 2019 was Manning & Napier Group, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2019.