Unilever
416 hedge funds and large institutions have $5.85B invested in Unilever in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 189 increasing their positions, 122 reducing their positions, and 25 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 122
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
6% more capital invested
Capital invested by funds: $5.51B → $5.85B (+$347M)
8% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 25
0% more funds holding
Funds holding: 414 → 416 (+2)
0.02% more ownership
Funds ownership: 8.12% → 8.14% (+0.02%)
5% less call options, than puts
Call options by funds: $9.74M | Put options by funds: $10.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$53M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$41.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$18.4M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$15.9M |
| 5 |
Jane Street
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$189M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$41.7M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$21.4M |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$13.4M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$8.86M |
UL Hedge Fund Activity: Q2 2014 in Review
416 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2014, worth a combined $5.85B — up 6.3% from $5.51B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new UL positions and 25 closed out — a net gain of 2 holders — while 189 added to existing stakes and 122 trimmed.
The largest buyer was Federated Hermes, adding an estimated $53M. The largest seller was Manning & Napier Advisors, cutting an estimated $189M.
- 416 institutional investors held Unilever (UL) as of Q2 2014, up from 414 in Q1 2014.
- Funds reported $5.85B of Unilever stock for Q2 2014, up 6.3% quarter-over-quarter.
- 27 funds opened new Unilever positions in Q2 2014 and 25 closed out, a net change of +2 holders.
- The largest Unilever buyer in Q2 2014 was Federated Hermes, an estimated $53M added.
- The largest Unilever seller in Q2 2014 was Manning & Napier Advisors, an estimated $189M sold.
Based on aggregated 13F filings for Q2 2014.