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Unilever

644 hedge funds and large institutions have $4.84B invested in Unilever in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 222 increasing their positions, 229 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $6.32M

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

2% more funds holding

Funds holding: 633644 (+11)

0.16% less ownership

Funds ownership: 6.3%6.14% (-0.16%)

3% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 229

6% less capital invested

Capital invested by funds: $5.12B → $4.84B (-$283M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
644
Holders Change
+11
Holders Change %
+1.74%
% of All Funds
14.12%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
54
Increased
222
Reduced
229
Closed
40
Calls
$11.7M
Puts
$6.32M
Net Calls
+$5.34M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
26
Brown Brothers Harriman & Co
New York
$36.2M -$425K -6,139 -1%
MIS
27
Morningstar Investment Services
Illinois
$35.8M -$1M -14,468 -3%
Jane Street
28
Jane Street
New York
$32.1M -$6.7M -96,703 -17%
DWA
29
Douglass Winthrop Advisors
New York
$29.7M +$2.81M +40,537 +10%
ST
30
Sabal Trust
Florida
$29M +$409K +5,898 +1%
Norges Bank
31
Norges Bank
Norway
$27.8M +$28.5M +411,500 New
EHC
32
Everett Harris & Co
California
$27.5M -$279K -4,031 -1%
SC
33
Scotia Capital
Ontario, Canada
$26.4M +$3.14M +45,366 +13%
SC
34
Saturna Capital
Washington
$25.1M
WG
35
Welch Group
Alabama
$24.4M +$57.9K +836 +0.2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$24.4M -$105K -1,514 -0.4%
JIC
37
Johnson Investment Counsel
Ohio
$22.8M +$11.4M +164,016 +95%
SFG
38
Sather Financial Group
Texas
$21M +$355K +5,122 +2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$20.6M +$589K +8,497 +3%
Polen Capital Management
40
Polen Capital Management
Florida
$19.2M +$7.21M +104,005 +58%
PFM
41
Parsec Financial Management
North Carolina
$18.2M -$28.9K -417 -0.2%
AssetMark Inc
42
AssetMark Inc
California
$17.6M +$1.83M +26,476 +11%
BTS
43
BB&T Securities
Virginia
$17.2M +$134K +1,931 +0.8%
CIM
44
Corda Investment Management
Texas
$17M -$223K -3,212 -1%
AFIA
45
America First Investment Advisors
Nebraska
$16.1M +$82K +1,183 +0.5%
AR
46
Advisory Research
Illinois
$16M -$777K -11,219 -5%
ZAM
47
Zevin Asset Management
Massachusetts
$15.9M -$122K -1,755 -0.7%
FLII
48
First Long Island Investors
New York
$15.8M -$14.8K -214 -0.1%
FFA
49
First Foundation Advisors
California
$15.8M +$138K +1,996 +0.9%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$15.5M +$453K +6,533 +3%

UL Hedge Fund Activity: Q3 2019 in Review

644 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2019, worth a combined $4.84B — down 5.5% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new UL positions and 40 closed out — a net gain of 14 holders — while 222 added to existing stakes and 229 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $28.5M. The largest seller was Deutsche Bank, cutting an estimated $103M.

  • 644 institutional investors held Unilever (UL) as of Q3 2019, up from 633 in Q2 2019.
  • Funds reported $4.84B of Unilever stock for Q3 2019, down 5.5% quarter-over-quarter.
  • 54 funds opened new Unilever positions in Q3 2019 and 40 closed out, a net change of +14 holders.
  • The largest Unilever buyer in Q3 2019 was Norges Bank, an estimated $28.5M added.
  • The largest Unilever seller in Q3 2019 was Deutsche Bank, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2019.