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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
FRA
526
Front Row Advisors
California
$77K
PA
527
Parallel Advisors
California
$73K
HWA
528
Heritage Wealth Advisors
Virginia
$68.6K
WB
529
Webster Bank
Connecticut
$68K
ST
530
Smithfield Trust
Pennsylvania
$67K
JGIA
531
Jackson Grant Investment Advisers
Connecticut
$62K +$475 +7 +0.8%
MAM
532
Marquette Asset Management
Minnesota
$61K
FMII
533
Farmers & Merchants Investments Inc
Nebraska
$60K
FPS
534
Fieldpoint Private Securities
Connecticut
$60K
OIA
535
OneDigital Investment Advisors
Kansas
$60K
LIA
536
LS Investment Advisors
Michigan
$60K +$34.1K +502 +141%
CHC
537
City Holding Co
West Virginia
$59K
AF
538
Advisornet Financial
Minnesota
$59K +$10K +148 +21%
SMFS
539
Squar Milner Financial Services
California
$59K +$57.1K +842 New
KPCM
540
Kings Point Capital Management
New York
$56K
AP
541
Advisors Preferred
Maryland
$51K +$50K +737 New
RBC
542
Roble Belko & Company
Pennsylvania
$50K
ZB
543
Zions Bancorporation
Utah
$48K -$7.13K -105 -13%
FHA
544
First Horizon Advisors
Tennessee
$46K
BWM
545
BerganKDV Wealth Management
Minnesota
$45K
SF
546
Synovus Financial
Georgia
$44K -$25.6K -377 -37%
CAL
547
Capital Analysts LLC
Pennsylvania
$43K +$5.43K +80 +15%
PB
548
Pinnacle Bancorp
Nebraska
$42K +$4.21K +62 +12%
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$38K +$136 +2 +0.4%
ATC
550
Adirondack Trust Company
New York
$38K +$26.5K +391 +259%

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.