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Unilever

488 hedge funds and large institutions have $4.54B invested in Unilever in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 204 increasing their positions, 151 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $9.31M

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

35% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 151

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more funds holding

Funds holding: 480488 (+8)

0.17% less ownership

Funds ownership: 7.87%7.71% (-0.17%)

7% less capital invested

Capital invested by funds: $4.88B → $4.54B (-$337M)

Holders
488
Holders Change
+8
Holders Change %
+1.67%
% of All Funds
13.62%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.45%
New
39
Increased
204
Reduced
151
Closed
26
Calls
$16.5M
Puts
$9.31M
Net Calls
+$7.21M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
51
Welch Group
Alabama
$12.6M +$555K +11,609 +4%
WSFS
52
Wilmington Savings Fund Society
Delaware
$12.3M -$275K -5,744 -2%
SB
53
Suntrust Banks
Georgia
$12.2M -$74.1K -1,550 -0.6%
TAM
54
Tocqueville Asset Management
New York
$12.1M -$126K -2,627 -1%
TBC
55
Tweedy, Browne Co
Connecticut
$11.6M -$17.2K -360 -0.1%
BHC
56
Bowen Hanes & Co
Florida
$10.7M +$9.97M +208,400 +853%
NPA
57
Nichols & Pratt Advisers
Massachusetts
$10.6M +$59.5K +1,245 +0.5%
RFS
58
Rockefeller Financial Services
New York
$9.8M -$410K -8,572 -4%
Citigroup
59
Citigroup
New York
$9.77M +$1.23M +25,719 +14%
CAI
60
Capital Advisors Inc
Oklahoma
$9.68M +$24.4K +511 +0.2%
ISL
61
Ingalls & Snyder LLC
New York
$9.42M -$292K -6,110 -3%
RCYC
62
Richard C. Young & Co
Rhode Island
$9.05M -$182K -3,807 -2%
AFIA
63
America First Investment Advisors
Nebraska
$8.99M +$82.5K +1,725 +0.9%
GC
64
Guggenheim Capital
Illinois
$8.65M -$476K -9,963 -5%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$8.61M -$100K -2,096 -1%
GF
66
Gabelli Funds
New York
$8.36M +$425K +8,889 +5%
FLII
67
First Long Island Investors
New York
$8.32M -$73.9K -1,546 -0.8%
CAM
68
Capstone Asset Management
Texas
$8.16M +$587K +12,273 +7%
US Bancorp
69
US Bancorp
Minnesota
$7.92M +$268K +5,605 +3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$7.53M -$1.9M -39,795 -20%
HCM
71
Hutchinson Capital Management
California
$7.46M -$84.5K -1,768 -1%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$7.44M +$531K +11,112 +8%
TBA
73
Tower Bridge Advisors
Pennsylvania
$7.33M +$37.2K +777 +0.5%
KCM
74
Kornitzer Capital Management
Kansas
$7.13M +$85.6K +1,791 +1%
DWA
75
Douglass Winthrop Advisors
New York
$7.06M +$6.32M +132,253 +610%

UL Hedge Fund Activity: Q3 2015 in Review

488 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2015, worth a combined $4.54B — down 6.9% from $4.88B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UL positions and 26 closed out — a net gain of 13 holders — while 204 added to existing stakes and 151 trimmed.

The largest buyer was Bank of America, adding an estimated $75.5M. The largest seller was Harris Associates, cutting an estimated $112M.

  • 488 institutional investors held Unilever (UL) as of Q3 2015, up from 480 in Q2 2015.
  • Funds reported $4.54B of Unilever stock for Q3 2015, down 6.9% quarter-over-quarter.
  • 39 funds opened new Unilever positions in Q3 2015 and 26 closed out, a net change of +13 holders.
  • The largest Unilever buyer in Q3 2015 was Bank of America, an estimated $75.5M added.
  • The largest Unilever seller in Q3 2015 was Harris Associates, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2015.