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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
NFG
451
Next Financial Group
Texas
$196K +$13.5K +227 +8%
YWP
452
YorkBridge Wealth Partners
New York
$182K +$32.5K +545 +22%
MA
453
MUFG Americas
New York
$176K
Parallax Volatility Advisers
454
Parallax Volatility Advisers
California
$175K -$210K -3,529 -55%
HFM
455
Hartford Financial Management
Connecticut
$134K
FCM
456
Forester Capital Management
Illinois
$125K -$77.4K -1,298 -39%
CFA
457
Carroll Financial Associates
North Carolina
$124K -$3.76K -63 -3%
HDIM
458
Hanson & Doremus Investment Management
Vermont
$121K +$7.93K +133 +7%
CTC
459
Central Trust Company
Missouri
$106K -$100K -1,680 -49%
MCA
460
Mercer Capital Advisers
New Jersey
$106K +$2.62K +44 +3%
SIAP
461
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$103K
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$102K -$16.3K -274 -14%
HR
463
Howe & Rusling
New York
$89K +$33.8K +567 +63%
PCP
464
Proficio Capital Partners
Massachusetts
$88K +$5.07K +85 +7%
EWM
465
Endurance Wealth Management
Rhode Island
$87K
AIM
466
Acrospire Investment Management
Illinois
$87K +$42.4K +711 +100%
IDBONY
467
Israel Discount Bank of New York
New York
$86K
MRCM
468
M&R Capital Management
New Jersey
$85K
PA
469
Parallel Advisors
California
$79K +$58.7K +984 +386%
CPA
470
Cowen Prime Advisors
New York
$78K
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$77K +$4.47K +75 +6%
SPIA
472
Steward Partners Investment Advisory
New York
$72K +$9.9K +166 +16%
LIA
473
LS Investment Advisors
Michigan
$66K
OIA
474
OneDigital Investment Advisors
Kansas
$66K +$64.6K +1,084 New
GBT
475
Grove Bank & Trust
Florida
$65K

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.