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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
CAW
576
Cornerstone Advisors (Washington)
Washington
$24K +$5.23K +77 +29%
BWA
577
BDO Wealth Advisors
Florida
$23K
IFAM
578
Institutional & Family Asset Management
Colorado
$23K +$2.04K +30 +10%
FPFS
579
First Personal Financial Services
North Carolina
$22K
RFM
580
Royal Fund Management
Florida
$21K +$136 +2 +0.7%
PMFA
581
Plante Moran Financial Advisors
Michigan
$21K +$2.17K +32 +12%
PCIA
582
Prime Capital Investment Advisors
Kansas
$21K +$20.4K +300 New
HGWM
583
Harvest Group Wealth Management
Massachusetts
$20K
TFS
584
TrustCore Financial Services
Tennessee
$20K +$19.2K +283 New
DSC
585
Duncker Streett & Co
Missouri
$19K
FGAM
586
Financial Gravity Asset Management
Texas
$19K +$6.92K +102 +62%
MRCM
587
M&R Capital Management
New Jersey
$18K
AWM
588
Arbor Wealth Management
Florida
$17K
HCM
589
Highlander Capital Management
New Jersey
$17K
PGAM
590
Princeton Global Asset Management
New Jersey
$17K
SSB
591
Sandy Spring Bank
Maryland
$17K
CYG
592
Clean Yield Group
Vermont
$15K
POIA
593
Pin Oak Investment Advisors
Texas
$15K
PCP
594
Proficio Capital Partners
Massachusetts
$14K +$11.7K +172 +614%
EWM
595
Executive Wealth Management
Michigan
$12K +$68 +1 +0.6%
BWM
596
Baystate Wealth Management
Massachusetts
$11K
HI
597
Human Investing
Oregon
$11K
TC
598
Trust Company
Kansas
$11K
GAM
599
Gemmer Asset Management
California
$9K
ME
600
McIlrath & Eck
Washington
$9K

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.