Unilever
678 hedge funds and large institutions have $4.93B invested in Unilever in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 275 increasing their positions, 214 reducing their positions, and 61 closing their positions.
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
29% more repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 214
20% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 61
14% more capital invested
Capital invested by funds: $4.33B → $4.93B (+$610M)
1% more funds holding
Funds holding: 670 → 678 (+8)
0.33% more ownership
Funds ownership: 6.5% → 6.83% (+0.33%)
40% less call options, than puts
Call options by funds: $29.1M | Put options by funds: $48.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$121M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$36.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$29.4M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$25.6M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$32.1M |
| 2 |
Morgan Stanley
New York
|
-$23.9M |
| 3 |
D.E. Shaw & Co
New York
|
-$23.2M |
| 4 |
Goldman Sachs
New York
|
-$19.1M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$18.5M |
UL Hedge Fund Activity: Q2 2020 in Review
678 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2020, worth a combined $4.93B — up 14% from $4.33B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new UL positions and 61 closed out — a net gain of 12 holders — while 275 added to existing stakes and 214 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $121M. The largest seller was Renaissance Technologies, cutting an estimated $32.1M.
- 678 institutional investors held Unilever (UL) as of Q2 2020, up from 670 in Q1 2020.
- Funds reported $4.93B of Unilever stock for Q2 2020, up 14% quarter-over-quarter.
- 73 funds opened new Unilever positions in Q2 2020 and 61 closed out, a net change of +12 holders.
- The largest Unilever buyer in Q2 2020 was Capital International Investors, an estimated $121M added.
- The largest Unilever seller in Q2 2020 was Renaissance Technologies, an estimated $32.1M sold.
Based on aggregated 13F filings for Q2 2020.