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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
GFPC
501
Global Financial Private Capital
Florida
$157K +$153K +2,247 New
AIS
502
Accurate Investment Solutions
Pennsylvania
$156K +$407 +6 +0.3%
HFM
503
Hartford Financial Management
Connecticut
$152K
SPIA
504
Steward Partners Investment Advisory
New York
$148K +$144K +2,124 New
SIAP
505
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$143K
CTC
506
Central Trust Company
Missouri
$137K +$6.04K +89 +5%
GRP
507
Global Retirement Partners
California
$137K +$78.3K +1,154 +142%
CIAS
508
Capital Investment Advisory Services
North Carolina
$134K -$18.9K -278 -13%
FHA
509
Flagship Harbor Advisors
Massachusetts
$133K -$54.4K -802 -29%
AC
510
Avestar Capital
New York
$132K +$4.96K +73 +4%
QCIG
511
Quad-Cities Investment Group
Iowa
$131K
BCWM
512
Bartlett & Co Wealth Management
Ohio
$122K
BC
513
Bartlett & Co
Ohio
$122K
S
514
SignatureFD
Georgia
$117K
RE
515
RBC Europe
United Kingdom
$103K
EWM
516
Endurance Wealth Management
Rhode Island
$99K
NFG
517
Next Financial Group
Texas
$94K +$9.71K +143 +12%
CAC
518
Certified Advisory Corp
Florida
$91K +$204 +3 +0.2%
PCG
519
Private Capital Group
Connecticut
$90K -$112K -1,657 -53%
CPA
520
Cowen Prime Advisors
New York
$90K
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89K
HDIM
522
Hanson & Doremus Investment Management
Vermont
$86K -$9.37K -138 -10%
NCM
523
Next Capital Management
New York
$83K -$54.2K -798 -40%
PK
524
Pflug Koory
Nebraska
$83K
DAM
525
Delta Asset Management
Tennessee
$78K

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.