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Unilever

488 hedge funds and large institutions have $4.54B invested in Unilever in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 204 increasing their positions, 151 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $9.31M

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

35% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 151

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more funds holding

Funds holding: 480488 (+8)

0.17% less ownership

Funds ownership: 7.87%7.71% (-0.17%)

7% less capital invested

Capital invested by funds: $4.88B → $4.54B (-$337M)

Holders
488
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
13.62%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.45%
New
39
Increased
204
Reduced
151
Closed
26
Calls
$16.5M
Puts
$9.31M
Net Calls
+$7.21M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CGT
26
Capital Guardian Trust
California
$49.1M +$2.54M +53,094 +5%
UBS Group
27
UBS Group
Switzerland
$48.6M -$2.16M -45,237 -4%
Invesco
28
Invesco
Georgia
$38.4M -$3.88M -81,061 -9%
Northern Trust
29
Northern Trust
Illinois
$35.6M +$549K +11,491 +2%
MIP
30
Mondrian Investment Partners
United Kingdom
$34.8M
JP Morgan Chase
31
JP Morgan Chase
New York
$28.4M -$4.22M -88,230 -12%
JIC
32
Johnson Investment Counsel
Ohio
$25.6M -$3.53M -73,853 -12%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$25.4M +$181K +3,789 +0.7%
M&T Bank
34
M&T Bank
New York
$24.4M +$487K +10,181 +2%
Stifel Financial
35
Stifel Financial
Missouri
$23.9M +$721K +15,071 +3%
RMDI
36
R.M. Davis Inc
Maine
$23.8M +$365K +7,639 +1%
Truist Financial
37
Truist Financial
North Carolina
$23.2M +$205K +4,277 +0.9%
Goldman Sachs
38
Goldman Sachs
New York
$22.8M +$3.54M +74,078 +18%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$22.3M +$2.65M +55,431 +13%
ST
40
Sabal Trust
Florida
$22.1M +$607K +12,688 +3%
Ameriprise
41
Ameriprise
Minnesota
$19M +$3.44M +72,040 +21%
PPA
42
Parametric Portfolio Associates
Washington
$18.9M -$572K -11,968 -3%
SC
43
Saturna Capital
Washington
$17.4M
GIA
44
Granite Investment Advisors
New Hampshire
$14.8M +$1.41M +29,520 +10%
Deutsche Bank
45
Deutsche Bank
Germany
$14.3M +$9.03M +188,795 +153%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$14M -$101K -2,122 -0.7%
Renaissance Technologies
47
Renaissance Technologies
New York
$13.6M +$14.2M +296,960 New
RG
48
Renaissance Group
Kentucky
$13.4M +$68.1K +1,425 +0.5%
MIS
49
Morningstar Investment Services
Illinois
$12.8M +$1.32M +27,671 +11%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$12.7M -$2.7M -56,506 -17%

UL Hedge Fund Activity: Q3 2015 in Review

488 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2015, worth a combined $4.54B — down 6.9% from $4.88B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UL positions and 26 closed out — a net gain of 13 holders — while 204 added to existing stakes and 151 trimmed.

The largest buyer was Bank of America, adding an estimated $75.5M. The largest seller was Harris Associates, cutting an estimated $112M.

  • 488 institutional investors held Unilever (UL) as of Q3 2015, up from 480 in Q2 2015.
  • Funds reported $4.54B of Unilever stock for Q3 2015, down 6.9% quarter-over-quarter.
  • 39 funds opened new Unilever positions in Q3 2015 and 26 closed out, a net change of +13 holders.
  • The largest Unilever buyer in Q3 2015 was Bank of America, an estimated $75.5M added.
  • The largest Unilever seller in Q3 2015 was Harris Associates, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2015.