Unilever
391 hedge funds and large institutions have $5.11B invested in Unilever in 2013 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 113 reducing their positions, and 35 closing their positions.
77% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 35
40% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 113
21% more capital invested
Capital invested by funds: $4.23B → $5.11B (+$883M)
6% more funds holding
Funds holding: 368 → 391 (+23)
0.96% more ownership
Funds ownership: 6.86% → 7.82% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
25% less call options, than puts
Call options by funds: $5.23M | Put options by funds: $7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$332M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$137M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$39M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$27.4M |
| 5 |
JP Morgan Chase
New York
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$62.5M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$20.5M |
| 3 |
Renaissance Technologies
New York
|
-$14.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$14.2M |
| 5 |
Bank of New York Mellon
New York
|
-$12.9M |
UL Hedge Fund Activity: Q4 2013 in Review
391 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2013, worth a combined $5.11B — up 21% from $4.23B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new UL positions and 35 closed out — a net gain of 27 holders — while 158 added to existing stakes and 113 trimmed.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $332M. The largest seller was Perkins Investment Management, cutting an estimated $62.5M.
- 391 institutional investors held Unilever (UL) as of Q4 2013, up from 368 in Q3 2013.
- Funds reported $5.11B of Unilever stock for Q4 2013, up 21% quarter-over-quarter.
- 62 funds opened new Unilever positions in Q4 2013 and 35 closed out, a net change of +27 holders.
- The largest Unilever buyer in Q4 2013 was Fiduciary Management Inc, an estimated $332M added.
- The largest Unilever seller in Q4 2013 was Perkins Investment Management, an estimated $62.5M sold.
Based on aggregated 13F filings for Q4 2013.