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Unilever

550 hedge funds and large institutions have $5.13B invested in Unilever in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 230 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $9.34M

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1% less funds holding

Funds holding: 555550 (-5)

1% less ownership

Funds ownership: 7.59%6.59% (-1%)

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

5% less capital invested

Capital invested by funds: $5.43B → $5.13B (-$294M)

26% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 230

Holders
550
Holders Change
-5
Holders Change %
-0.9%
% of All Funds
13.71%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
43
Increased
171
Reduced
230
Closed
44
Calls
$19.6M
Puts
$9.34M
Net Calls
+$10.2M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$55M -$3.13M -52,438 -5%
Capital International Investors
27
Capital International Investors
California
$53.1M -$93M -1,560,267 -64%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$46.7M +$5.14M +86,232 +13%
Stifel Financial
29
Stifel Financial
Missouri
$38.4M -$620K -10,393 -2%
MIS
30
Morningstar Investment Services
Illinois
$38.3M +$5.51M +92,412 +17%
PPA
31
Parametric Portfolio Associates
Washington
$36.5M +$3.13M +52,557 +10%
Macquarie Group
32
Macquarie Group
Australia
$35.5M -$58.7M -983,845 -63%
RMDI
33
R.M. Davis Inc
Maine
$33M -$537K -9,009 -2%
JIC
34
Johnson Investment Counsel
Ohio
$32.5M -$842K -14,121 -3%
M&T Bank
35
M&T Bank
New York
$32M -$4.39M -73,584 -12%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$27.2M +$10.8M +181,191 +68%
ZAM
37
Zevin Asset Management
Massachusetts
$25.3M -$1.06M -17,794 -4%
AR
38
Advisory Research
Illinois
$24.3M +$14.4M +241,364 +152%
SC
39
Saturna Capital
Washington
$23.9M
JP Morgan Chase
40
JP Morgan Chase
New York
$23.8M -$568K -9,525 -2%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$23.5M -$516K -8,661 -2%
CBT
42
Capital Bank & Trust
California
$22.8M +$22.3M +374,236 New
OMC
43
Old Mission Capital
Illinois
$20.8M +$11.5M +192,949 +129%
First Trust Advisors
44
First Trust Advisors
Illinois
$19.7M +$544K +9,119 +3%
MP
45
Manikay Partners
New York
$18.4M +$18M +301,867 New
GIA
46
Granite Investment Advisors
New Hampshire
$18.1M -$1.34M -22,488 -7%
CIM
47
Corda Investment Management
Texas
$18M -$92.7K -1,555 -0.5%
Truist Financial
48
Truist Financial
North Carolina
$17.8M -$7.15M -119,972 -29%
Deutsche Bank
49
Deutsche Bank
Germany
$17.6M +$16.3M +274,063 +1,770%
ISL
50
Ingalls & Snyder LLC
New York
$17.4M -$2.38M -39,918 -12%

UL Hedge Fund Activity: Q2 2017 in Review

550 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2017, worth a combined $5.13B — down 5.4% from $5.43B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UL and 43 opened new positions — a net loss of 1 holder — while 230 trimmed existing stakes and 171 added.

The largest buyer was Goldman Sachs, adding an estimated $31.4M. The largest seller was Fiduciary Management Inc, cutting an estimated $284M.

  • 550 institutional investors held Unilever (UL) as of Q2 2017, down from 555 in Q1 2017.
  • Funds reported $5.13B of Unilever stock for Q2 2017, down 5.4% quarter-over-quarter.
  • 43 funds opened new Unilever positions in Q2 2017 and 44 closed out, a net change of -1 holder.
  • The largest Unilever buyer in Q2 2017 was Goldman Sachs, an estimated $31.4M added.
  • The largest Unilever seller in Q2 2017 was Fiduciary Management Inc, an estimated $284M sold.

Based on aggregated 13F filings for Q2 2017.