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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
TL
501
TrueWealth LLC
Georgia
$41K
WSTAM
502
Wilbanks Smith & Thomas Asset Management
Virginia
$41K +$41.9K +664 New
WA
503
WealthTrust-Arizona
Arizona
$40K -$252 -4 -0.6%
BWM
504
BerganKDV Wealth Management
Minnesota
$40K
HWA
505
Heritage Wealth Advisors
Virginia
$38K +$39.4K +624 New
BWA
506
BDO Wealth Advisors
Florida
$37K
CPIG
507
Chicago Partners Investment Group
Illinois
$37K +$315 +5 +0.8%
IBOK
508
Independence Bank of Kentucky
Kentucky
$33K
SA
509
SRH Advisors
Kansas
$33K
WAP
510
Wealthcare Advisory Partners
Pennsylvania
$33K +$189 +3 +0.6%
BRC
511
Bell Rock Capital
Delaware
$31K
CTB
512
Country Trust Bank
Illinois
$31K
CCM
513
Cribstone Capital Management
Maine
$31K
H
514
Hexavest
Quebec, Canada
$28K
TWA
515
TCI Wealth Advisors
Arizona
$28K
GEA
516
Glen Eagle Advisors
New Jersey
$27.5K
ECM
517
Exchange Capital Management
Michigan
$27K -$28.1K -445 -50%
CFA
518
Camarda Financial Advisors
Florida
$27K
SF
519
Synovus Financial
Georgia
$27K +$315 +5 +1%
SWA
520
Sutton Wealth Advisors
Florida
$26.4K
JCM
521
Jacobi Capital Management
Pennsylvania
$26K
QAM
522
QCI Asset Management
New York
$26K
CCMIC
523
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$25K
TSW
524
Thompson Siegel & Walmsley
Virginia
$24K
TCCM
525
Timber Creek Capital Management
Massachusetts
$24K

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.