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Unilever

588 hedge funds and large institutions have $4.52B invested in Unilever in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 185 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $6.53M

0% less ownership

Funds ownership: 6.19%6.19% (-0%)

3% less capital invested

Capital invested by funds: $4.65B → $4.52B (-$131M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

1% less funds holding

Funds holding: 596588 (-8)

16% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 221

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
588
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
44
Increased
185
Reduced
221
Closed
48
Calls
$16.1M
Puts
$6.53M
Net Calls
+$9.53M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$39.5M
EHC
27
Everett Harris & Co
California
$39M -$242K -3,831 -0.6%
MIS
28
Morningstar Investment Services
Illinois
$36.4M -$570K -9,041 -2%
Stifel Financial
29
Stifel Financial
Missouri
$34.3M +$830K +13,164 +2%
RMDI
30
R.M. Davis Inc
Maine
$33.9M +$1.13M +17,842 +3%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$28.5M -$8.46M -134,139 -23%
ST
32
Sabal Trust
Florida
$24.5M +$1.6M +25,350 +7%
AllianceBernstein
33
AllianceBernstein
Tennessee
$24.3M +$24.8M +393,432 New
First Trust Advisors
34
First Trust Advisors
Illinois
$23.5M +$2.4M +37,988 +11%
SC
35
Saturna Capital
Washington
$22.8M
DWA
36
Douglass Winthrop Advisors
New York
$22M +$1.94M +30,825 +9%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$20M -$6.69K -106 -0%
FFA
38
First Foundation Advisors
California
$18.6M +$218K +3,459 +1%
SC
39
Scotia Capital
Ontario, Canada
$18.5M +$1.01M +16,042 +6%
CIM
40
Corda Investment Management
Texas
$16.4M -$319K -5,057 -2%
AR
41
Advisory Research
Illinois
$16.1M -$1.31M -20,752 -7%
ZAM
42
Zevin Asset Management
Massachusetts
$15.9M -$47.7K -757 -0.3%
AFIA
43
America First Investment Advisors
Nebraska
$14.9M -$235K -3,728 -2%
BTS
44
BB&T Securities
Virginia
$14.4M +$657K +10,419 +5%
NPA
45
Nichols & Pratt Advisers
Massachusetts
$13.9M -$19.6K -311 -0.1%
FLII
46
First Long Island Investors
New York
$13.8M +$1.35M +21,338 +11%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$13.3M +$993K +15,736 +8%
AssetMark Inc
48
AssetMark Inc
California
$13.2M +$130K +2,064 +1%
ISL
49
Ingalls & Snyder LLC
New York
$13.1M +$459K +7,277 +4%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$12.9M +$487K +7,726 +4%

UL Hedge Fund Activity: Q3 2018 in Review

588 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2018, worth a combined $4.52B — down 2.8% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of UL and 44 opened new positions — a net loss of 4 holders — while 221 trimmed existing stakes and 185 added.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $24.8M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 588 institutional investors held Unilever (UL) as of Q3 2018, down from 596 in Q2 2018.
  • Funds reported $4.52B of Unilever stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 44 funds opened new Unilever positions in Q3 2018 and 48 closed out, a net change of -4 holders.
  • The largest Unilever buyer in Q3 2018 was AllianceBernstein, an estimated $24.8M added.
  • The largest Unilever seller in Q3 2018 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2018.