Unilever
686 hedge funds and large institutions have $5.55B invested in Unilever in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 243 increasing their positions, 244 reducing their positions, and 47 closing their positions.
45% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 47
12% more capital invested
Capital invested by funds: $4.93B → $5.55B (+$614M)
1% more funds holding
Funds holding: 678 → 686 (+8)
0.02% more ownership
Funds ownership: 6.83% → 6.85% (+0.02%)
0% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 244
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
30% less call options, than puts
Call options by funds: $29.5M | Put options by funds: $42.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$45.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$45M |
| 3 |
SRIM
Saratoga Research & Investment Management
Saratoga,
California
|
+$21.8M |
| 4 |
Jane Street
New York
|
+$21.1M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Sabal Trust
St. Petersburg,
Florida
|
-$28.8M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$20.8M |
| 3 |
Morgan Stanley
New York
|
-$18.9M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$17.8M |
| 5 |
DWA
Douglass Winthrop Advisors
New York
|
-$15.7M |
UL Hedge Fund Activity: Q3 2020 in Review
686 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2020, worth a combined $5.55B — up 12% from $4.93B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new UL positions and 47 closed out — a net gain of 21 holders — while 243 added to existing stakes and 244 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $45.2M. The largest seller was Sabal Trust, cutting an estimated $28.8M.
- 686 institutional investors held Unilever (UL) as of Q3 2020, up from 678 in Q2 2020.
- Funds reported $5.55B of Unilever stock for Q3 2020, up 12% quarter-over-quarter.
- 68 funds opened new Unilever positions in Q3 2020 and 47 closed out, a net change of +21 holders.
- The largest Unilever buyer in Q3 2020 was United Capital Financial Advisors, an estimated $45.2M added.
- The largest Unilever seller in Q3 2020 was Sabal Trust, an estimated $28.8M sold.
Based on aggregated 13F filings for Q3 2020.