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Unilever

633 hedge funds and large institutions have $5.12B invested in Unilever in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $6.48M

16% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 43

9% more capital invested

Capital invested by funds: $4.71B → $5.12B (+$417M)

0.09% more ownership

Funds ownership: 6.21%6.3% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% less funds holding

Funds holding: 636633 (-3)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
13.75%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
50
Increased
211
Reduced
233
Closed
43
Calls
$9.61M
Puts
$6.48M
Net Calls
+$3.12M
Net Calls Change
-$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
26
R.M. Davis Inc
Maine
$39.2M -$4.55K -67 -0%
MIS
27
Morningstar Investment Services
Illinois
$37.9M -$808K -11,898 -2%
BBHC
28
Brown Brothers Harriman & Co
New York
$37.7M -$398K -5,860 -1%
First Trust Advisors
29
First Trust Advisors
Illinois
$34.4M +$2.85M +42,013 +9%
ST
30
Sabal Trust
Florida
$29.5M +$582K +8,572 +2%
EHC
31
Everett Harris & Co
California
$28.7M -$212K -3,121 -0.8%
DWA
32
Douglass Winthrop Advisors
New York
$27.8M +$2.3M +33,850 +9%
AllianceBernstein
33
AllianceBernstein
Tennessee
$26.6M +$482K +7,102 +2%
SC
34
Saturna Capital
Washington
$25.9M +$92.4K +1,361 +0.4%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$25.3M +$1M +14,747 +4%
WG
36
Welch Group
Alabama
$25.1M -$40.5K -596 -0.2%
SC
37
Scotia Capital
Ontario, Canada
$24M +$1.99M +29,285 +9%
SFG
38
Sather Financial Group
Texas
$21.3M +$25K +369 +0.1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$20.7M +$1.1M +16,220 +6%
PFM
40
Parsec Financial Management
North Carolina
$18.8M +$766K +11,289 +4%
CIM
41
Corda Investment Management
Texas
$17.8M -$287K -4,228 -2%
BTS
42
BB&T Securities
Virginia
$17.6M +$623K +9,177 +4%
AR
43
Advisory Research
Illinois
$17.3M -$423K -6,237 -2%
AFIA
44
America First Investment Advisors
Nebraska
$16.5M -$183K -2,699 -1%
ZAM
45
Zevin Asset Management
Massachusetts
$16.5M -$537K -7,911 -3%
FLII
46
First Long Island Investors
New York
$16.4M +$45.7K +674 +0.3%
AssetMark Inc
47
AssetMark Inc
California
$16.3M -$92.9K -1,369 -0.6%
FFA
48
First Foundation Advisors
California
$16.2M -$432K -6,368 -3%
BCM
49
Bowie Capital Management
Texas
$15.7M
NPA
50
Nichols & Pratt Advisers
Massachusetts
$15.7M -$95K -1,399 -0.6%

UL Hedge Fund Activity: Q2 2019 in Review

633 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2019, worth a combined $5.12B — up 8.9% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UL positions and 43 closed out — a net gain of 7 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $101M. The largest seller was Manning & Napier Group, cutting an estimated $44.2M.

  • 633 institutional investors held Unilever (UL) as of Q2 2019, down from 636 in Q1 2019.
  • Funds reported $5.12B of Unilever stock for Q2 2019, up 8.9% quarter-over-quarter.
  • 50 funds opened new Unilever positions in Q2 2019 and 43 closed out, a net change of +7 holders.
  • The largest Unilever buyer in Q2 2019 was Deutsche Bank, an estimated $101M added.
  • The largest Unilever seller in Q2 2019 was Manning & Napier Group, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2019.