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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
MSFP
551
Mark Sheptoff Financial Planning
Connecticut
$11K
FGAM
552
Financial Gravity Asset Management
Texas
$11K +$1.83K +29 +19%
GWS
553
Glassman Wealth Services
Virginia
$11K +$9.14K +145 +558%
OFS
554
Orrstown Financial Services
Pennsylvania
$10K -$7.82K -124 -43%
PGWM
555
Parisi Gray Wealth Management
New Jersey
$10K
PFGIA
556
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$5.49K +87 +118%
SCM
557
Southport Capital Management
Tennessee
$10K +$9.96K +158 New
ATC
558
Adirondack Trust Company
New York
$9K
ME
559
McIlrath & Eck
Washington
$9K
VIA
560
Vantage Investment Advisors
Pennsylvania
$8K -$6.24K -99 -44%
GAM
561
Gemmer Asset Management
California
$8K
ML
562
McAdam LLC
Pennsylvania
$8K
SIAS
563
Shine Investment Advisory Services
Colorado
$8K
TIM
564
Tortoise Investment Management
New York
$8K
LFA
565
Legacy Financial Advisors
Kentucky
$8K +$4.42K +70 +117%
BWA
566
Burt Wealth Advisors
Maryland
$7K
CAW
567
Cornerstone Advisors (Washington)
Washington
$7K
VCM
568
Versant Capital Management
Arizona
$6K
FPB
569
First PREMIER Bank
South Dakota
$6K +$5.68K +90 New
TFS
570
TrustCore Financial Services
Tennessee
$5K -$1.07K -17 -18%
WWMSC
571
Wagner Wealth Management (South Carolina)
South Carolina
$5K
MCM
572
Monument Capital Management
Virginia
$5K +$5.61K +89 New
TC
573
Trilogy Capital
California
$5K +$5.61K +89 New
WIM
574
Westside Investment Management
California
$4.09K
BWL
575
Bogart Wealth LLC
Virginia
$4K

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.