Unilever
480 hedge funds and large institutions have $4.88B invested in Unilever in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 199 increasing their positions, 142 reducing their positions, and 32 closing their positions.
254% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $4.33M
67% more funds holding in top 10
Funds holding in top 10: 9 → 15 (+6)
40% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 142
34% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 32
1% more funds holding
Funds holding: 476 → 480 (+4)
0.08% more ownership
Funds ownership: 7.8% → 7.87% (+0.08%)
6% less capital invested
Capital invested by funds: $5.2B → $4.88B (-$322M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$115M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$32.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11.4M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.51M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$59.9M |
| 2 |
ICM
Ionic Capital Management
New York
|
-$30.4M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$13.4M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$11.6M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$8.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICM
501
IMS Capital Management
Portland,
Oregon
| – | -$213K | -4,533 | Closed |
|
|
UAM
502
UAS Asset Management
New York
| – | -$209K | -4,444 | Closed |
|
503
AllianceBernstein
Nashville,
Tennessee
| – | -$167K | -3,556 | Closed |
|
504
Parallax Volatility Advisers
San Francisco,
California
| – | -$155K | -3,130 | Closed |
|
|
PCM
505
Parsons Capital Management
Providence,
Rhode Island
| – | -$72K | -1,533 | Closed |
|
|
FNYS
506
First New York Securities
New York
| – | -$62.6K | -1,333 | Closed |
|
|
ZB
507
Zions Bancorporation
Salt Lake City,
Utah
| – | -$34K | -716 | Closed |
|
|
CBT
508
Central Bank & Trust
Lexington,
Kentucky
| – | -$21K | -444 | Closed |
|
|
SEC
509
Seven Eight Capital
New York
| – | -$15K | -318 | Closed |
|
|
AWS
510
Aris Wealth Services
State College,
Pennsylvania
| – | -$9K | -200 | Closed |
|
|
WCM
511
Wealthcare Capital Management
Richmond,
Virginia
| – | -$4K | -92 | Closed |
|
|
PIA
512
Peachtree Investment Advisors
Atlanta,
Georgia
| – | -$3K | -65 | Closed |
|
|
W
513
Wealthfront
Palo Alto,
California
| – | -$2K | -36 | Closed |
|
UL Hedge Fund Activity: Q2 2015 in Review
480 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2015, worth a combined $4.88B — down 6.2% from $5.2B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new UL positions and 32 closed out — a net gain of 11 holders — while 199 added to existing stakes and 142 trimmed.
The largest buyer was Manning & Napier Advisors, adding an estimated $115M. The largest seller was Artisan Partners, cutting an estimated $59.9M.
- 480 institutional investors held Unilever (UL) as of Q2 2015, up from 476 in Q1 2015.
- Funds reported $4.88B of Unilever stock for Q2 2015, down 6.2% quarter-over-quarter.
- 43 funds opened new Unilever positions in Q2 2015 and 32 closed out, a net change of +11 holders.
- The largest Unilever buyer in Q2 2015 was Manning & Napier Advisors, an estimated $115M added.
- The largest Unilever seller in Q2 2015 was Artisan Partners, an estimated $59.9M sold.
Based on aggregated 13F filings for Q2 2015.