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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
PSUF
476
People's United Financial
Connecticut
$64K
CPIG
477
Chicago Partners Investment Group
Illinois
$63K +$69.9K +1,172 New
AOWM
478
Alpha Omega Wealth Management
Virginia
$56K
JFGIW
479
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54K -$147K -2,458 -73%
PMFA
480
Plante Moran Financial Advisors
Michigan
$54K +$14.8K +249 +39%
PK
481
Pflug Koory
Nebraska
$53K
CHC
482
City Holding Co
West Virginia
$51K
JGIA
483
Jackson Grant Investment Advisers
Connecticut
$51K +$358 +6 +0.7%
AssetMark Inc
484
AssetMark Inc
California
$48K -$22.7K -381 -33%
ST
485
Smithfield Trust
Pennsylvania
$48K
MFW
486
Mosaic Family Wealth
Missouri
$46K
WA
487
WealthTrust-Arizona
Arizona
$43K
KPCM
488
Kings Point Capital Management
New York
$43K +$23.3K +390 +123%
FHA
489
First Horizon Advisors
Tennessee
$42K -$2.15K -36 -5%
AIM
490
Arcadia Investment Management
Michigan
$41K
CCMIC
491
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$41K
WAM
492
Wealthspire Advisors (Maryland)
Maryland
$39K +$1.91K +32 +5%
UBS AM
493
UBS AM
Illinois
$36.8K +$5.54K +93 +18%
SA
494
SRH Advisors
Kansas
$32K
BRC
495
Bell Rock Capital
Delaware
$31K -$35.9K -603 -54%
QAM
496
QCI Asset Management
New York
$31K -$16.2K -271 -35%
CCM
497
Cribstone Capital Management
Maine
$31K
CTB
498
Country Trust Bank
Illinois
$30K
BWA
499
Burt Wealth Advisors
Maryland
$29K
TWA
500
TCI Wealth Advisors
Arizona
$28K

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.