Unilever
476 hedge funds and large institutions have $5.2B invested in Unilever in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 36 closing their positions.
115% more call options, than puts
Call options by funds: $8.55M | Put options by funds: $3.98M
61% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 36
58% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 127
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
3% more funds holding
Funds holding: 461 → 476 (+15)
0% more capital invested
Capital invested by funds: $5.19B → $5.2B (+$10.8M)
0.23% less ownership
Funds ownership: 8.03% → 7.8% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$60.3M |
| 2 |
ICM
Ionic Capital Management
New York
|
+$30.8M |
| 3 |
Lazard Asset Management
New York
|
+$12.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$12.4M |
| 5 |
Neuberger Berman Group
New York
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$297M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$27.3M |
| 3 |
JP Morgan Chase
New York
|
-$21M |
| 4 |
Millennium Management
New York
|
-$13.9M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$9.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
501
Concert Wealth Management
San Jose,
California
| – | -$219K | -4,835 | Closed |
|
|
NPC
502
National Planning Corporation
El Segundo,
California
| – | -$198K | -4,453 | Closed |
|
503
Simplex Trading
Chicago,
Illinois
| – | -$184K | -3,831 | Closed |
|
|
MCM
504
Manchester Capital Management
Manchester,
Vermont
| – | -$158K | -3,468 | Closed |
|
|
CCA
505
Catalyst Capital Advisors
Huntington,
New York
| – | -$39K | -853 | Closed |
|
|
HFM
506
Hartford Financial Management
Hartford,
Connecticut
| – | -$28K | -636 | Closed |
|
507
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$27K | -587 | Closed |
|
|
TRCT
508
Tower Research Capital (TRC)
New York
| – | -$12K | -263 | Closed |
|
|
HCC
509
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | -$8K | -165 | Closed |
|
|
HIM
510
Hutchens Investment Management
Concord,
New Hampshire
| – | -$5K | -111 | Closed |
|
|
MFS
511
McNamara Financial Services
Marshfield,
Massachusetts
| – | -$5K | -111 | Closed |
|
|
SSB
512
Sandy Spring Bank
Olney,
Maryland
| – | -$3K | -60 | Closed |
|
UL Hedge Fund Activity: Q1 2015 in Review
476 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2015, worth a combined $5.2B — up 0.21% from $5.19B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new UL positions and 36 closed out — a net gain of 22 holders — while 201 added to existing stakes and 127 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $60.3M. The largest seller was Artisan Partners, cutting an estimated $297M.
- 476 institutional investors held Unilever (UL) as of Q1 2015, up from 461 in Q4 2014.
- Funds reported $5.2B of Unilever stock for Q1 2015, up 0.21% quarter-over-quarter.
- 58 funds opened new Unilever positions in Q1 2015 and 36 closed out, a net change of +22 holders.
- The largest Unilever buyer in Q1 2015 was Arrowstreet Capital, an estimated $60.3M added.
- The largest Unilever seller in Q1 2015 was Artisan Partners, an estimated $297M sold.
Based on aggregated 13F filings for Q1 2015.