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Unilever

603 hedge funds and large institutions have $4.05B invested in Unilever in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 181 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.53M

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

3% more funds holding

Funds holding: 588603 (+15)

0.29% less ownership

Funds ownership: 6.19%5.9% (-0.29%)

10% less capital invested

Capital invested by funds: $4.52B → $4.05B (-$468M)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 216

Holders
603
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
13.44%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
80
Increased
181
Reduced
216
Closed
60
Calls
$11.2M
Puts
$3.53M
Net Calls
+$7.71M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
576
Ruggie Capital Group
Florida
$7K +$7.11K +118 New
BCA
577
Berman Capital Advisors
Georgia
$7K +$7.47K +124 New
VCM
578
Versant Capital Management
Arizona
$6K
MSA
579
Marino Stram & Associates
Massachusetts
$6K +$3.98K +66 +236%
BL
580
Balentine LLC
Georgia
$6K +$6.21K +103 New
MWA
581
Meridian Wealth Advisors
Texas
$6K +$6.63K +110 New
FPB
582
First PREMIER Bank
South Dakota
$5K
WCM
583
WealthBridge Capital Management
Ohio
$5K +$4.7K +78 New
WOC
584
West Oak Capital
California
$3.13K
BWL
585
Bogart Wealth LLC
Virginia
$3K
CWA
586
Clarus Wealth Advisors
Arizona
$3K
SIS
587
Sound Income Strategies
Florida
$3K
PWM
588
PRW Wealth Management
Massachusetts
$3K +$3.25K +54 New
MOS
589
MGO One Seven
Ohio
$3K +$3.68K +61 New
BOPW
590
Brandywine Oak Private Wealth
Pennsylvania
$3K +$3.74K +62 New
LWM
591
Liberty Wealth Management
California
$3K +$3.74K +62 New
CC
592
Claybrook Capital
Massachusetts
$2K -$118K -1,964 -98%
GWS
593
Glassman Wealth Services
Virginia
$2K -$8.74K -145 -85%
BWP
594
Baldwin Wealth Partners
Massachusetts
$2K
LWA
595
Lenox Wealth Advisors
New York
$2K
WDL
596
Well Done LLC
Michigan
$2K +$2.17K +36 New
Nordea Investment Management
597
Nordea Investment Management
Sweden
$1K +$542 +9 New
PG
598
Patten Group
Tennessee
$1K +$1.08K +18 New
PMFA
599
Plante Moran Financial Advisors
Michigan
$1K +$1.08K +18 New
GWMIA
600
Global Wealth Management Investment Advisory
Florida
$1K +$1.33K +22 New