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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
TC
526
Trust Company
Kansas
$11K
AIP
527
Ameritas Investment Partners
Nebraska
$10K
FBT
528
First Bank & Trust
South Dakota
$10K
BWM
529
Baystate Wealth Management
Massachusetts
$10K +$9.54K +160 New
ARMC
530
American Research & Management Company
Massachusetts
$9K
SIA
531
Sit Investment Associates
Minnesota
$9K +$9K +151 New
AWMS
532
Advocacy Wealth Management Services
Georgia
$8K
SIAS
533
Shine Investment Advisory Services
Colorado
$8K +$8.05K +135 New
JCM
534
Jacobi Capital Management
Pennsylvania
$6K
VCM
535
Versant Capital Management
Arizona
$6K
TRCT
536
Tower Research Capital (TRC)
New York
$5K -$12.3K -206 -70%
CAW
537
Cornerstone Advisors (Washington)
Washington
$5K
DAM
538
Delta Asset Management
Tennessee
$5K
GI
539
Gradient Investments
Minnesota
$4K -$2.21K -37 -37%
DBT
540
Dubuque Bank & Trust
Iowa
$4K
MWM
541
MinichMacGregor Wealth Management
New York
$4K
BL
542
Balentine LLC
Georgia
$3K
CHP
543
Cable Hill Partners
Oregon
$3K
WIM
544
Westside Investment Management
California
$2.86K -$53K -889 -95%
Canada Pension Plan Investment Board
545
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$476K -7,991 -100%
CFD
546
Creative Financial Designs
Indiana
$1K
SHJ
547
Sharkey, Howes & Javer
Colorado
$1K
TWI
548
Thomas White International
Illinois
$1K
Walleye Trading
549
Walleye Trading
New York
$355 +$173K +2,908 +99%
FA
550
FMA Advisory
Pennsylvania
$208 -$15.3K -256 -7%

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.