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Unilever

588 hedge funds and large institutions have $4.52B invested in Unilever in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 185 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $6.53M

0% less ownership

Funds ownership: 6.19%6.19% (-0%)

3% less capital invested

Capital invested by funds: $4.65B → $4.52B (-$131M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

1% less funds holding

Funds holding: 596588 (-8)

16% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 221

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
588
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
44
Increased
185
Reduced
221
Closed
48
Calls
$16.1M
Puts
$6.53M
Net Calls
+$9.53M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
51
Hemenway Trust Hemenway Trust
New Hampshire
$12.8M +$754K +11,961 +6%
JIC
52
Johnson Investment Counsel
Ohio
$12.3M -$76.9K -1,220 -0.6%
MSR
53
Main Street Research
Connecticut
$12.3M +$1.53M +24,308 +14%
GIA
54
Granite Investment Advisors
New Hampshire
$12.1M -$543K -8,607 -4%
RCYC
55
Richard C. Young & Co
Rhode Island
$12.1M -$204K -3,239 -2%
US Bancorp
56
US Bancorp
Minnesota
$11.1M -$20.1K -319 -0.2%
WSFS
57
Wilmington Savings Fund Society
Delaware
$11M +$141K +2,238 +1%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$10.4M +$472K +7,483 +5%
BCM
59
Bowie Capital Management
Texas
$10.1M
TAM
60
Tocqueville Asset Management
New York
$9.97M -$732K -11,609 -7%
Federated Hermes
61
Federated Hermes
Pennsylvania
$9.95M -$183K -2,904 -2%
KFS
62
Kurt F. Somerville
$9.69M +$271K +4,300 +3%
AAIM
63
American Assets Investment Management
California
$9.4M
FNBOO
64
First National Bank of Omaha
Nebraska
$9.34M +$119K +1,885 +1%
Truist Financial
65
Truist Financial
North Carolina
$9.2M -$967K -15,328 -9%
M&T Bank
66
M&T Bank
New York
$8.97M -$1.48M -23,534 -14%
GD
67
Grandfield & Dodd
New York
$8.97M +$25.5K +404 +0.3%
RMCM
68
Reynders McVeigh Capital Management
Massachusetts
$8.5M +$386K +6,113 +5%
PFM
69
Parsec Financial Management
North Carolina
$8.4M +$3.32M +52,615 +63%
JMPWA
70
JP Morgan Private Wealth Advisors
California
$8.38M +$212K +3,366 +3%
GF
71
Gabelli Funds
New York
$8.29M
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$8.21M +$1.29M +20,499 +18%
CIBC World Market
73
CIBC World Market
Ontario, Canada
$7.99M +$66.2K +1,050 +0.8%
SFG
74
Sather Financial Group
Texas
$7.74M +$201K +3,190 +3%
Renaissance Technologies
75
Renaissance Technologies
New York
$7.38M -$2.51M -39,822 -25%

UL Hedge Fund Activity: Q3 2018 in Review

588 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2018, worth a combined $4.52B — down 2.8% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of UL and 44 opened new positions — a net loss of 4 holders — while 221 trimmed existing stakes and 185 added.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $24.8M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 588 institutional investors held Unilever (UL) as of Q3 2018, down from 596 in Q2 2018.
  • Funds reported $4.52B of Unilever stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 44 funds opened new Unilever positions in Q3 2018 and 48 closed out, a net change of -4 holders.
  • The largest Unilever buyer in Q3 2018 was AllianceBernstein, an estimated $24.8M added.
  • The largest Unilever seller in Q3 2018 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2018.