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Unilever
UL

644 hedge funds and large institutions have $4.84B invested in Unilever in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 222 increasing their positions, 229 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $6.32M

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

2% more funds holding

Funds holding: 633 → 644 (+11)

0.16% less ownership

Funds ownership: 6.3% → 6.14% (-0.16%)

3% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 229

6% less capital invested

Capital invested by funds: $5.12B → $4.84B (-$283M)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
644
Holders Change
+11
Holders Change %
+1.74%
% of All Funds
14.12%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
54
Increased
222
Reduced
229
Closed
40
Calls
$11.7M
Puts
$6.32M
Net Calls
+$5.34M
Net Calls Change
+$2.21M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$28.5M
2
Morgan Stanley
Morgan Stanley
New York
+$17.9M
3
First Trust Advisors
First Trust Advisors
Illinois
+$12.1M
4
JIC
Johnson Investment Counsel
Ohio
+$11.4M
5
UCFA
United Capital Financial Advisors
Texas
+$11.3M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$103M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$78M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$28.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$18.4M
5
FMI
Fiduciary Management Inc
Wisconsin
-$16.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
676
Proficio Capital Partners
Massachusetts
– -$14K -200 Closed
EWM
677
Executive Wealth Management
Michigan
– -$12K -179 Closed
SQA
678
Simon Quick Advisors
New Jersey
– -$7.56K -108 Closed
FCB
679
First Command Bank
Texas
– -$4K -60 Closed
FCFS
680
First Command Financial Services
Texas
– -$4K -60 Closed
JIR
681
James Investment Research
Ohio
– -$4K -58 Closed
CWA
682
Clarus Wealth Advisors
Arizona
– -$4K -52 Closed
OSAM
683
O'Shaughnessy Asset Management
Connecticut
– +$139 +2 +200%
24 25 26 27
28

UL Hedge Fund Activity: Q3 2019 in Review

644 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2019, worth a combined $4.84B — down 5.5% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new UL positions and 40 closed out — a net gain of 14 holders — while 222 added to existing stakes and 229 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $28.5M. The largest seller was Deutsche Bank, cutting an estimated $103M.

  • 644 institutional investors held Unilever (UL) as of Q3 2019, up from 633 in Q2 2019.
  • Funds reported $4.84B of Unilever stock for Q3 2019, down 5.5% quarter-over-quarter.
  • 54 funds opened new Unilever positions in Q3 2019 and 40 closed out, a net change of +14 holders.
  • The largest Unilever buyer in Q3 2019 was Norges Bank, an estimated $28.5M added.
  • The largest Unilever seller in Q3 2019 was Deutsche Bank, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2019.