We are live on ! Find out more
UL icon

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
WOC
576
West Oak Capital
California
$3.3K +$3.34K +53 New
IDBONY
577
Israel Discount Bank of New York
New York
$3K -$78.5K -1,245 -96%
SIS
578
Sound Income Strategies
Florida
$3K +$883 +14 +47%
CWA
579
Clarus Wealth Advisors
Arizona
$3K +$3.28K +52 New
LWA
580
Lenox Wealth Advisors
New York
$2K -$6.05K -96 -77%
MSA
581
Marino Stram & Associates
Massachusetts
$2K
KF
582
Krilogy Financial
Missouri
$2K +$1.64K +26 New
BWP
583
Baldwin Wealth Partners
Massachusetts
$2K +$2.46K +39 New
CFD
584
Creative Financial Designs
Indiana
$1K
WKWM
585
Walter & Keenan Wealth Management
Indiana
$299 -$3.78K -60 -1%
FRA
586
Front Row Advisors
California
$67
TEE
587
Tibra Equities Europe
United Kingdom
-$7.54M -121,244 Closed
QIM
588
Quantitative Investment Management
Virginia
-$3.56M -57,333 Closed
VWM
589
Venturi Wealth Management
Texas
-$2.81M -43,949 Closed
OMC
590
Old Mission Capital
Illinois
-$1.94M -31,162 Closed
AMCA
591
Arthur M. Cohen & Associates
Illinois
-$1.32M -21,231 Closed
BNP Paribas Asset Management
592
BNP Paribas Asset Management
France
-$1.3M -20,857 Closed
SCA
593
Snowden Capital Advisors
New York
-$998K -16,044 Closed
PAM
594
Premier Asset Management
Illinois
-$970K -15,600 Closed
QT
595
Quantbot Technologies
New York
-$479K -7,716 Closed
Manulife (Manufacturers Life Insurance)
596
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$311K -5,001 Closed
PDM
597
Penn Davis McFarland
Texas
-$310K -4,978 Closed
LSAG
598
Lake Street Advisors Group
New Hampshire
-$306K -4,917 Closed
LM
599
Lincluden Management
Ontario, Canada
-$292K -4,698 Closed
IAA
600
Independent Advisor Alliance
North Carolina
-$214K -3,971 Closed

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.