Unilever
609 hedge funds and large institutions have $4.7B invested in Unilever in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 195 increasing their positions, 191 reducing their positions, and 41 closing their positions.
134% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 41
54% more call options, than puts
Call options by funds: $21.1M | Put options by funds: $13.8M
9% more funds holding
Funds holding: 558 → 609 (+51)
2% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 191
0.26% less ownership
Funds ownership: 6.37% → 6.11% (-0.26%)
10% less capital invested
Capital invested by funds: $5.22B → $4.7B (-$523M)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
+$80.9M |
| 2 |
Goldman Sachs
New York
|
+$59M |
| 3 |
Two Sigma Investments
New York
|
+$36.1M |
| 4 |
SI
Sensato Investors
San Francisco,
California
|
+$23.3M |
| 5 |
Morgan Stanley
New York
|
+$8.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$156M |
| 2 |
Jane Street
New York
|
-$63.3M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$43.5M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$40.5M |
| 5 |
LP
LMR Partners
London,
United Kingdom
|
-$40.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
651
Macquarie Group
Sydney, NSW 2000,
Australia
| – | +$63 | +1 | New |
|
UL Hedge Fund Activity: Q4 2017 in Review
609 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2017, worth a combined $4.7B — down 10% from $5.22B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new UL positions and 41 closed out — a net gain of 55 holders — while 195 added to existing stakes and 191 trimmed.
The largest buyer was California Public Employees Retirement System, opening a new position worth an estimated $80.9M. The largest seller was Artisan Partners, exiting entirely with an estimated $156M sold.
- 609 institutional investors held Unilever (UL) as of Q4 2017, up from 558 in Q3 2017.
- Funds reported $4.7B of Unilever stock for Q4 2017, down 10% quarter-over-quarter.
- 96 funds opened new Unilever positions in Q4 2017 and 41 closed out, a net change of +55 holders.
- The largest Unilever buyer in Q4 2017 was California Public Employees Retirement System, an estimated $80.9M added.
- The largest Unilever seller in Q4 2017 was Artisan Partners, an estimated $156M sold.
Based on aggregated 13F filings for Q4 2017.