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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
GAM
601
Gotham Asset Management
New York
-$240K -3,855 Closed
FNT
602
First National Trust
Pennsylvania
-$236K -3,795 Closed
FB
603
Fulton Bank
Pennsylvania
-$222K -3,575 Closed
NI
604
Nepsis Inc
Minnesota
-$219K -3,515 Closed
AAM
605
Azzad Asset Management
Virginia
-$212K -3,416 Closed
KLI
606
Kelman-Lazarov Inc
Tennessee
-$208K -3,344 Closed
SFA
607
Sequoia Financial Advisors
Ohio
-$207K -3,332 Closed
NG
608
Northstar Group
New York
-$201K -3,222 Closed
Group One Trading
609
Group One Trading
Illinois
-$160K -2,532 Closed
PCM
610
Prelude Capital Management
New York
-$148K -2,367 Closed
BCP
611
Blackhawk Capital Partners
Wisconsin
-$144K -2,308 Closed
CIBC Private Wealth Group
612
CIBC Private Wealth Group
Georgia
-$135K -2,172 Closed
NIT
613
NumerixS Investment Technologies
British Columbia, Canada
-$82K -1,333 Closed
PSUF
614
People's United Financial
Connecticut
-$1.35M -1,319 Closed
BCA
615
Bay Colony Advisors
Massachusetts
-$73K -1,179 Closed
PMFA
616
Plante Moran Financial Advisors
Michigan
-$68K -1,092 Closed
RWP
617
RWA Wealth Partners
Massachusetts
-$53K -856 Closed
GFP
618
Gryphon Financial Partners
Ohio
-$50K -801 Closed
LC
619
Landaas & Company
Wisconsin
-$46K -733 Closed
PCM
620
Poehling Capital Management
Wisconsin
-$41K -667 Closed
BBA
621
Braun-Bostich & Associates
Pennsylvania
-$24K -379 Closed
EFSCE
622
Enterprise Financial Services Corp (EFSC)
Missouri
-$22K -356 Closed
WWM
623
Willingdon Wealth Management
North Carolina
-$17K -267 Closed
Parallax Volatility Advisers
624
Parallax Volatility Advisers
California
-$14K -232 Closed
CF
625
Centaurus Financial
California
-$13K -206 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.