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Unilever
UL

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: 7 → 14 (+7)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

3% more funds holding

Funds holding: 588 → 603 (+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

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$62.7M
2
Goldman Sachs
Goldman Sachs
New York
+$51.8M
3
Jane Street
Jane Street
New York
+$34.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$34.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.3M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$392M
2
Capital International Investors
Capital International Investors
California
-$53.9M
3
MNG
Manning & Napier Group
New York
-$28.7M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$25.9M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
451
MUFG Americas
New York
$180K -$3.8K -63 -2%
PCIA
452
Prime Capital Investment Advisors
Kansas
$166K +$171K +2,830 New
GTAM
453
Global Trust Asset Management
Florida
$164K -$241 -4 -0.1%
IWP
454
Icon Wealth Partners
Texas
$146K -$15.7K -261 -10%
S
455
SignatureFD
Georgia
$145K -$13.4K -223 -8%
MCA
456
Mercer Capital Advisers
New Jersey
$144K – – –
CIAS
457
Capital Investment Advisory Services
North Carolina
$138K +$142K +2,353 New
CFA
458
Carroll Financial Associates
North Carolina
$132K – – –
DWM
459
Doyle Wealth Management
Florida
$132K +$135K +2,247 New
AIS
460
Accurate Investment Solutions
Pennsylvania
$130K +$482 +8 +0.4%
HFM
461
Hartford Financial Management
Connecticut
$129K – – –
SFA
462
Semmax Financial Advisors
North Carolina
$127K +$130K +2,161 New
NIT
463
NumerixS Investment Technologies
British Columbia, Canada
$125K +$129K +2,133 New
SIAP
464
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$120K – – –
UBS AM
465
UBS AM
Illinois
$115K – – –
PA
466
Parallel Advisors
California
$114K +$181 +3 +0.2%
CAM
467
Cresset Asset Management
Illinois
$114K +$117K +1,935 New
PCG
468
Private Capital Group
Connecticut
$113K +$20.1K +334 +21%
QCIG
469
Quad-Cities Investment Group
Iowa
$110K – – –
ER
470
Enlightenment Research
Florida
$110K +$113K +1,867 New
AC
471
Avestar Capital
New York
$109K -$17.5K -290 -12%
BTNA
472
Bremer Trust National Association
Minnesota
$105K +$108K +1,789 New
BC
473
Bartlett & Co
Ohio
$103K – – –
BCWM
474
Bartlett & Co Wealth Management
Ohio
$103K – – –
HDIM
475
Hanson & Doremus Investment Management
Vermont
$96K – – –
17 18
19
20 21

UL Hedge Fund Activity: Q4 2018 in Review

603 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2018, worth a combined $4.05B — down 10% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new UL positions and 60 closed out — a net gain of 20 holders — while 181 added to existing stakes and 216 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $62.7M. The largest seller was Harris Associates, cutting an estimated $392M.

  • 603 institutional investors held Unilever (UL) as of Q4 2018, up from 588 in Q3 2018.
  • Funds reported $4.05B of Unilever stock for Q4 2018, down 10% quarter-over-quarter.
  • 80 funds opened new Unilever positions in Q4 2018 and 60 closed out, a net change of +20 holders.
  • The largest Unilever buyer in Q4 2018 was Arrowstreet Capital, an estimated $62.7M added.
  • The largest Unilever seller in Q4 2018 was Harris Associates, an estimated $392M sold.

Based on aggregated 13F filings for Q4 2018.