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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
WA
501
Winfield Associates
Ohio
$28K +$2.38K +40 +10%
GEA
502
Glen Eagle Advisors
New Jersey
$27.1K
H
503
Hexavest
Quebec, Canada
$27K
CFA
504
Camarda Financial Advisors
Florida
$27K +$26K +436 New
SWA
505
Sutton Wealth Advisors
Florida
$26K
WPA
506
West Paces Advisors
Georgia
$25.7K -$10.6K -178 -30%
VIA
507
Vantage Investment Advisors
Pennsylvania
$25K -$7.69K -129 -24%
ST
508
Spot Trading
Illinois
$24K -$158K -2,642 -87%
TCCM
509
Timber Creek Capital Management
Massachusetts
$24K -$4.77K -80 -17%
GRP
510
Global Retirement Partners
California
$24K
HWM
511
Holloway Wealth Management
Florida
$23K
TSW
512
Thompson Siegel & Walmsley
Virginia
$23K
EFSCE
513
Enterprise Financial Services Corp (EFSC)
Missouri
$22K
TDC
514
Thompson Davis & Co
Virginia
$22K +$477 +8 +2%
MCIA
515
Mountain Capital Investment Advisors
Colorado
$19K +$18.8K +316 New
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$18.9K
RFM
517
Royal Fund Management
Florida
$18K
TF
518
Tompkins Financial
New York
$16K
HCM
519
Highlander Capital Management
New Jersey
$15K
NCM
520
New Capital Management
Texas
$15K
RWA
521
Ropes Wealth Advisors
Massachusetts
$14K
TIM
522
Tortoise Investment Management
New York
$14K
PFGIA
523
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$6.38K -107 -35%
TA
524
Teachers Advisors
New York
$11K -$10.6M -177,288 -100%
FIB
525
First Interstate Bank
Montana
$11K

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.