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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
SWP
451
Stratos Wealth Partners
Ohio
$127K +$129K +2,052 New
SIAP
452
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$126K
CC
453
Claybrook Capital
Massachusetts
$124K
CFGS
454
Concourse Financial Group Securities
Alabama
$123K +$125K +1,987 New
UBS AM
455
UBS AM
Illinois
$121K
PA
456
Parallel Advisors
California
$120K +$3.6K +57 +3%
QCIG
457
Quad-Cities Investment Group
Iowa
$115K
BAM
458
Belpointe Asset Management
Nevada
$112K +$115K +1,817 New
WIA
459
Westbourne Investment Advisors
Maryland
$110K +$112K +1,778 New
BCWM
460
Bartlett & Co Wealth Management
Ohio
$108K
BC
461
Bartlett & Co
Ohio
$108K
SPIA
462
Steward Partners Investment Advisory
New York
$108K +$28K +444 +34%
KJWM
463
Kiley Juergens Wealth Management
Washington
$104K
TRCT
464
Tower Research Capital (TRC)
New York
$104K +$96.3K +1,527 +966%
HDIM
465
Hanson & Doremus Investment Management
Vermont
$101K -$5.11K -81 -5%
ICM
466
IMS Capital Management
Oregon
$98K +$99.5K +1,577 New
PCG
467
Private Capital Group
Connecticut
$97K +$5.61K +89 +6%
ST
468
Smithfield Trust
Pennsylvania
$93K
RE
469
RBC Europe
United Kingdom
$91.3K
EWM
470
Endurance Wealth Management
Rhode Island
$88K
CTC
471
Central Trust Company
Missouri
$87K -$39.2K -622 -31%
PCP
472
Proficio Capital Partners
Massachusetts
$87K -$3.22K -51 -3%
MYIA
473
Mount Yale Investment Advisors
Colorado
$87K +$28.2K +447 +45%
CAC
474
Certified Advisory Corp
Florida
$80K +$252 +4 +0.3%
CPA
475
Cowen Prime Advisors
New York
$79K

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.