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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
GCP
576
GSA Capital Partners
United Kingdom
-$330K -5,938 Closed
SS
577
Sunbelt Securities
Texas
-$321K -5,779 Closed
RSA
578
Robertson Stephens Advisors
California
-$316K -5,692 Closed
WCF
579
West Coast Financial
California
-$200K -4,312 Closed
GA
580
GFS Advisors
Texas
-$227K -4,089 Closed
AWM
581
Arbor Wealth Management
Florida
-$237K -4,005 Closed
ACM
582
Azimuth Capital Management
Michigan
-$202K -3,644 Closed
SF
583
Synovus Financial
Georgia
-$150K -2,708 Closed
PG
584
PEAK6 Group
Illinois
-$138K -2,310 Closed
FPS
585
Fieldpoint Private Securities
Connecticut
-$100K -1,808 Closed
SIC
586
Salem Investment Counselors
North Carolina
-$99K -1,778 Closed
KLWA
587
Kelly Lawrence W & Associates
California
-$67K -1,200 Closed
HCA
588
Harbour Capital Advisors
Virginia
-$33.3K -600 Closed
BKA
589
Brick & Kyle Associates
Pennsylvania
-$25K -444 Closed
WP
590
WealthPLAN Partners
Nebraska
-$24.6K -444 Closed
BIG
591
Bellwether Investment Group
Tennessee
-$17K -311 Closed
SAM
592
Solaris Asset Management
New York
-$10K -178 Closed
CYG
593
Clean Yield Group
Vermont
-$9K -169 Closed
PFBT
594
Parkside Financial Bank & Trust
Missouri
-$4K -71 Closed
ZB
595
Zions Bancorporation
Utah
-$2K -39 Closed

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.