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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
NIM
651
Northeast Investment Management
Massachusetts
-$215K -3,308 Closed
ACI
652
Alpha Cubed Investments
California
-$207K -3,180 Closed
SA
653
Strategic Advisors
New York
-$201K -3,091 Closed
BBNA
654
Bremer Bank National Association
Minnesota
-$123K -1,789 Closed
KPW
655
Kore Private Wealth
New York
-$94K -1,451 Closed
Toronto Dominion Bank
656
Toronto Dominion Bank
Ontario, Canada
-$81K -1,247 Closed
AIC
657
Ameritas Investment Company
Nebraska
-$60K -931 Closed
CWM
658
Cornerstone Wealth Management
Missouri
-$216K -888 Closed
TRCT
659
Tower Research Capital (TRC)
New York
-$54K -837 Closed
MSA
660
Marino Stram & Associates
Massachusetts
-$54K -829 Closed
MFW
661
Mosaic Family Wealth
Missouri
-$49K -756 Closed
OFS
662
Orrstown Financial Services
Pennsylvania
-$44K -681 Closed
LPC
663
Loeb Partners Corp
New York
-$36K -533 Closed
SAM
664
Strategy Asset Managers
California
-$25K -390 Closed
MWNA
665
Marshall Wace North America
New York
-$23K -356 Closed
TF
666
Tompkins Financial
New York
-$17K -267 Closed
AIA
667
Alera Investment Advisors
Illinois
-$12K -186 Closed
LFA
668
Legacy Financial Advisors
Kentucky
-$10K -156 Closed
PGWM
669
Parisi Gray Wealth Management
New Jersey
-$10K -156 Closed
PFO
670
Pathstone Family Office
New Jersey
-$10K -149 Closed
RTC
671
Riverview Trust Company
Washington
-$7K -116 Closed
WCM
672
WealthBridge Capital Management
Ohio
-$5K -79 Closed
PWM
673
PRW Wealth Management
Massachusetts
-$4K -54 Closed
Nordea Investment Management
674
Nordea Investment Management
Sweden
-$1K -10 Closed
OSAM
675
O'Shaughnessy Asset Management
Connecticut
+$68 +1 New

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.