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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
SIM
526
Sonora Investment Management
Arizona
$24K +$22.4K +355 +986%
WG
527
Welch Group
Alabama
$21.6K +$1.03M +16,374 +5%
BFC
528
Bedel Financial Consulting
Indiana
$21K
FPFS
529
First Personal Financial Services
North Carolina
$20K
BWM
530
Baystate Wealth Management
Massachusetts
$20K +$63 +1 +0.3%
WPA
531
West Paces Advisors
Georgia
$19K
RFM
532
Royal Fund Management
Florida
$18K +$126 +2 +0.7%
AIM
533
Arcadia Investment Management
Michigan
$17K
LWM
534
Lenox Wealth Management
Ohio
$17K +$8.52K +135 +91%
TF
535
Tompkins Financial
New York
$16K -$4.6K -73 -21%
MRCM
536
M&R Capital Management
New Jersey
$16K
NCM
537
New Capital Management
Texas
$16K
DSC
538
Duncker Streett & Co
Missouri
$16K +$16.8K +267 New
SSB
539
Sandy Spring Bank
Maryland
$15K -$159K -2,528 -91%
HCM
540
Highlander Capital Management
New Jersey
$15K
APP
541
Avantax Planning Partners
Iowa
$15K +$14.9K +236 New
GI
542
Gradient Investments
Minnesota
$14K
RWA
543
Ropes Wealth Advisors
Massachusetts
$14K
SC
544
Sawyer & Company
Massachusetts
$14K
MWM
545
MinichMacGregor Wealth Management
New York
$14K +$10.2K +161 +227%
BI
546
Bramshill Investments
Florida
$14K +$13.9K +220 New
JWA
547
JFS Wealth Advisors
Pennsylvania
$13K -$1.14K -18 -8%
POIA
548
Pin Oak Investment Advisors
Texas
$13K
TPWA
549
TRUE Private Wealth Advisors
Oregon
$11.8K +$12K +191 New
FIB
550
First Interstate Bank
Montana
$11K

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.