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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
SPC
476
Sigma Planning Corp
Michigan
$225K -$13K -191 -6%
FA
477
FMA Advisory
Pennsylvania
$223K +$204 +3 +0.1%
EM
478
Excalibur Management
Massachusetts
$220K
WSTAM
479
Wilbanks Smith & Thomas Asset Management
Virginia
$220K +$407 +6 +0.2%
CG
480
Cutler Group
California
$220K +$4K +59 +2%
SCM
481
Sterling Capital Management
North Carolina
$219K -$8.01K -118 -4%
MSFP
482
Mark Sheptoff Financial Planning
Connecticut
$218K +$201K +2,955 +1,660%
KA
483
Kovack Advisors
Florida
$216K +$271 +4 +0.1%
TC
484
TownSquare Capital
Utah
$216K +$217K +3,204 New
IWP
485
Icon Wealth Partners
Texas
$214K +$35.4K +521 +20%
CAM
486
Carret Asset Management
New York
$212K -$42.2K -622 -17%
IA
487
IFG Advisory
Georgia
$211K +$206K +3,040 New
BW
488
Bison Wealth
Georgia
$209K +$204K +3,004 New
WA
489
WealthTrust Axiom
Pennsylvania
$209K +$204K +3,004 New
HA
490
Hamel Associates
New Jersey
$206K +$204K +3,000 New
AWM
491
Aries Wealth Management
Maine
$205K +$195K +2,880 New
I
492
IberiaBank
Louisiana
$202K +$196K +2,894 New
CFA
493
Capstone Financial Advisors
Illinois
$200K +$195K +2,875 New
GTAM
494
Global Trust Asset Management
Florida
$195K
MA
495
MUFG Americas
New York
$194K -$6.38K -94 -3%
MCA
496
Mercer Capital Advisers
New Jersey
$175K
BAM
497
Belpointe Asset Management
Nevada
$175K +$52.2K +769 +44%
UBS AM
498
UBS AM
Illinois
$163K -$9.71K -143 -6%
DWM
499
Doyle Wealth Management
Florida
$160K +$156K +2,294 New
CFA
500
Carroll Financial Associates
North Carolina
$158K -$204 -3 -0.1%

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.