We are live on ! Find out more
UL icon

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
TIM
601
Tortoise Investment Management
New York
$9K
BCA
602
Berman Capital Advisors
Georgia
$8K
BWA
603
Burt Wealth Advisors
Maryland
$8K
SQA
604
Simon Quick Advisors
New Jersey
$7.56K +$7.33K +108 New
BL
605
Balentine LLC
Georgia
$7K
PC
606
Permanens Capital
New York
$7K
VCM
607
Versant Capital Management
Arizona
$7K
FFC
608
First Financial Corp
Indiana
$6K
FPB
609
First PREMIER Bank
South Dakota
$6K
SIAS
610
Shine Investment Advisory Services
Colorado
$5K -$3.12K -46 -40%
GT
611
Glenmede Trust
Pennsylvania
$4.44K +$3.26M +48,095 +307%
PFGIA
612
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$7.53K -111 -69%
BWL
613
Bogart Wealth LLC
Virginia
$4K
CWA
614
Clarus Wealth Advisors
Arizona
$4K
FCB
615
First Command Bank
Texas
$4K
FCFS
616
First Command Financial Services
Texas
$4K
JIR
617
James Investment Research
Ohio
$4K
LWM
618
Liberty Wealth Management
California
$4K
BWP
619
Baldwin Wealth Partners
Massachusetts
$3K
PCTC
620
Perkins Coie Trust Company
Washington
$3K +$2.65K +39 New
GSWM
621
Golden State Wealth Management
California
$2K -$3.8K -56 -61%
BCI
622
Brinker Capital Investments
Pennsylvania
$2K
FMTCOCP
623
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
GWMIA
624
Global Wealth Management Investment Advisory
Florida
$2K
LWA
625
Lenox Wealth Advisors
New York
$2K

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.