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Unilever

550 hedge funds and large institutions have $5.13B invested in Unilever in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 230 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $9.34M

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1% less funds holding

Funds holding: 555550 (-5)

1% less ownership

Funds ownership: 7.59%6.59% (-1%)

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

5% less capital invested

Capital invested by funds: $5.43B → $5.13B (-$294M)

26% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 230

Holders
550
Holders Change
-5
Holders Change %
-0.9%
% of All Funds
13.71%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
43
Increased
171
Reduced
230
Closed
44
Calls
$19.6M
Puts
$9.34M
Net Calls
+$10.2M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Scotia Capital
Ontario, Canada
$17.1M +$563K +9,452 +3%
RG
52
Renaissance Group
Kentucky
$17.1M +$152K +2,550 +0.9%
MIP
53
Mondrian Investment Partners
United Kingdom
$16.2M -$24M -403,026 -60%
WG
54
Welch Group
Alabama
$15.6M +$808K +13,549 +6%
TBC
55
Tweedy, Browne Co
Connecticut
$15.1M -$123K -2,060 -0.8%
WSFS
56
Wilmington Savings Fund Society
Delaware
$14.8M -$344K -5,777 -2%
CS
57
Credit Suisse
Switzerland
$14.3M +$14M +234,317 New
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2M -$7.18M -120,451 -34%
TAM
59
Tocqueville Asset Management
New York
$14M -$1.44M -24,145 -10%
NPA
60
Nichols & Pratt Advisers
Massachusetts
$13.8M -$111K -1,866 -0.8%
AFIA
61
America First Investment Advisors
Nebraska
$13.8M +$150K +2,512 +1%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$13M -$3.37M -56,467 -21%
RFS
63
Rockefeller Financial Services
New York
$12.9M -$73K -1,224 -0.6%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$12.9M -$8.57M -143,766 -40%
BTS
65
BB&T Securities
Virginia
$12.9M -$24.4M -409,359 -66%
RCYC
66
Richard C. Young & Co
Rhode Island
$12.6M +$119K +1,988 +1%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$11.5M +$1.98M +33,227 +21%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$11.4M +$177K +2,970 +2%
Citigroup
69
Citigroup
New York
$11.2M -$9.8M -164,362 -47%
HPC
70
HM Payson & Co
Maine
$11M -$43.1K -723 -0.4%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$11M -$2.27M -38,080 -17%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$10.8M +$401K +6,723 +4%
US Bancorp
73
US Bancorp
Minnesota
$10.6M +$240K +4,029 +2%
NMC
74
Nine Masts Capital
Hong Kong
$10.5M +$10.3M +173,244 New
DWA
75
Douglass Winthrop Advisors
New York
$10.4M +$153K +2,561 +2%

UL Hedge Fund Activity: Q2 2017 in Review

550 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2017, worth a combined $5.13B — down 5.4% from $5.43B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UL and 43 opened new positions — a net loss of 1 holder — while 230 trimmed existing stakes and 171 added.

The largest buyer was Goldman Sachs, adding an estimated $31.4M. The largest seller was Fiduciary Management Inc, cutting an estimated $284M.

  • 550 institutional investors held Unilever (UL) as of Q2 2017, down from 555 in Q1 2017.
  • Funds reported $5.13B of Unilever stock for Q2 2017, down 5.4% quarter-over-quarter.
  • 43 funds opened new Unilever positions in Q2 2017 and 44 closed out, a net change of -1 holder.
  • The largest Unilever buyer in Q2 2017 was Goldman Sachs, an estimated $31.4M added.
  • The largest Unilever seller in Q2 2017 was Fiduciary Management Inc, an estimated $284M sold.

Based on aggregated 13F filings for Q2 2017.