Unilever
557 hedge funds and large institutions have $4.49B invested in Unilever in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 38 closing their positions.
147% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 38
9% more funds holding
Funds holding: 509 → 557 (+48)
1% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 193
0.14% more ownership
Funds ownership: 7.45% → 7.59% (+0.14%)
12% less capital invested
Capital invested by funds: $5.11B → $4.49B (-$623M)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
37% less call options, than puts
Call options by funds: $10.6M | Put options by funds: $17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$223M |
| 2 |
USSCPF
United States Steel & Carnegie Pension Fund
New York
|
+$81.3M |
| 3 |
ZAM
Zevin Asset Management
Boston,
Massachusetts
|
+$20.9M |
| 4 |
Morgan Stanley
New York
|
+$18.6M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$96.3M |
| 2 |
Jane Street
New York
|
-$71.7M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$41.5M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$29.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$28.3M |
UL Hedge Fund Activity: Q4 2016 in Review
557 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2016, worth a combined $4.49B — down 12% from $5.11B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new UL positions and 38 closed out — a net gain of 56 holders — while 194 added to existing stakes and 193 trimmed.
The largest buyer was Harris Associates, adding an estimated $223M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $96.3M sold.
- 557 institutional investors held Unilever (UL) as of Q4 2016, up from 509 in Q3 2016.
- Funds reported $4.49B of Unilever stock for Q4 2016, down 12% quarter-over-quarter.
- 94 funds opened new Unilever positions in Q4 2016 and 38 closed out, a net change of +56 holders.
- The largest Unilever buyer in Q4 2016 was Harris Associates, an estimated $223M added.
- The largest Unilever seller in Q4 2016 was Arrowstreet Capital, an estimated $96.3M sold.
Based on aggregated 13F filings for Q4 2016.