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Unilever

488 hedge funds and large institutions have $4.54B invested in Unilever in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 204 increasing their positions, 151 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $9.31M

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

35% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 151

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more funds holding

Funds holding: 480488 (+8)

0.17% less ownership

Funds ownership: 7.87%7.71% (-0.17%)

7% less capital invested

Capital invested by funds: $4.88B → $4.54B (-$337M)

Holders
488
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
13.62%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.45%
New
39
Increased
204
Reduced
151
Closed
26
Calls
$16.5M
Puts
$9.31M
Net Calls
+$7.21M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
451
Twin Tree Management
Texas
$13K -$126K -2,635 -90%
FNBSF
452
First National Bank Sioux Falls
South Dakota
$13K
LWA
453
Lenox Wealth Advisors
New York
$12K
MCA
454
Mercer Capital Advisers
New Jersey
$12K
WTB
455
Washington Trust Bank
Washington
$12K
FIB
456
First Interstate Bank
Montana
$12K +$12.1K +252 New
HDIM
457
Hanson & Doremus Investment Management
Vermont
$10K
RWA
458
Ropes Wealth Advisors
Massachusetts
$10K
TDC
459
Thompson Davis & Co
Virginia
$10K +$2.34K +49 +28%
DOA
460
D'Orazio & Associates
Virginia
$10K +$9.04K +189 New
TWA
461
TCI Wealth Advisors
Arizona
$10K +$10.5K +220 New
PMFA
462
Plante Moran Financial Advisors
Michigan
$9K +$909 +19 +11%
HF
463
Hoxton Financial
West Virginia
$8K
SMG
464
Spectrum Management Group
Indiana
$8K
ARMC
465
American Research & Management Company
Massachusetts
$7K
GAM
466
Gemmer Asset Management
California
$7K
VIA
467
Vantage Investment Advisors
Pennsylvania
$7K +$96 +2 +1%
CWM
468
Catamount Wealth Management
Connecticut
$6K
DA
469
Dunvegan Associates
California
$6K
TIM
470
Tortoise Investment Management
New York
$6K
Simplex Trading
471
Simplex Trading
Illinois
$6K +$7.08K +148 New
KTC
472
Kistler-Tiffany Companies
Pennsylvania
$5K -$3.25K -68 -38%
FNYS
473
First New York Securities
New York
$4.08K +$4.26K +89 New
CB
474
Community Bank
New York
$4K
MFBTD
475
MB Financial Bank - Trust Department
Illinois
$4K

UL Hedge Fund Activity: Q3 2015 in Review

488 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2015, worth a combined $4.54B — down 6.9% from $4.88B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UL positions and 26 closed out — a net gain of 13 holders — while 204 added to existing stakes and 151 trimmed.

The largest buyer was Bank of America, adding an estimated $75.5M. The largest seller was Harris Associates, cutting an estimated $112M.

  • 488 institutional investors held Unilever (UL) as of Q3 2015, up from 480 in Q2 2015.
  • Funds reported $4.54B of Unilever stock for Q3 2015, down 6.9% quarter-over-quarter.
  • 39 funds opened new Unilever positions in Q3 2015 and 26 closed out, a net change of +13 holders.
  • The largest Unilever buyer in Q3 2015 was Bank of America, an estimated $75.5M added.
  • The largest Unilever seller in Q3 2015 was Harris Associates, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2015.