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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
PK
476
Pflug Koory
Nebraska
$74K
WB
477
Webster Bank
Connecticut
$71K
NL
478
NVWM LLC
Pennsylvania
$71K +$72.7K +1,153 New
DAM
479
Delta Asset Management
Tennessee
$69K
OIA
480
OneDigital Investment Advisors
Kansas
$67K +$315 +5 +0.5%
JFGIW
481
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K +$946 +15 +1%
LIA
482
LS Investment Advisors
Michigan
$62K -$5.55K -88 -8%
CAL
483
Capital Analysts LLC
Pennsylvania
$55K
ZB
484
Zions Bancorporation
Utah
$54K +$54.8K +869 New
TC
485
Truvestments Capital
Florida
$54K +$55K +872 New
FPS
486
Fieldpoint Private Securities
Connecticut
$53K -$76K -1,205 -58%
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$53K -$22.5K -356 -29%
JGIA
488
Jackson Grant Investment Advisers
Connecticut
$53K +$442 +7 +0.8%
CHC
489
City Holding Co
West Virginia
$52K
GRP
490
Global Retirement Partners
California
$52K +$15.6K +247 +42%
HR
491
Howe & Rusling
New York
$51K -$2.27K -36 -4%
KPCM
492
Kings Point Capital Management
New York
$51K
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$50K -$39.1K -620 -43%
MFW
494
Mosaic Family Wealth
Missouri
$46K
AF
495
Advisornet Financial
Minnesota
$46K +$15K +238 +47%
AOWM
496
Alpha Omega Wealth Management
Virginia
$45K -$11.2K -178 -19%
JFA
497
JNBA Financial Advisors
Minnesota
$45K +$46.4K +735 New
RBC
498
Roble Belko & Company
Pennsylvania
$44K
FHA
499
First Horizon Advisors
Tennessee
$42K -$17.8K -282 -29%
IFAM
500
Institutional & Family Asset Management
Colorado
$41K

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.