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Unilever

633 hedge funds and large institutions have $5.12B invested in Unilever in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $6.48M

16% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 43

9% more capital invested

Capital invested by funds: $4.71B → $5.12B (+$417M)

0.09% more ownership

Funds ownership: 6.21%6.3% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% less funds holding

Funds holding: 636633 (-3)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
13.75%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
50
Increased
211
Reduced
233
Closed
43
Calls
$9.61M
Puts
$6.48M
Net Calls
+$3.12M
Net Calls Change
-$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$15.5M +$534K +7,872 +4%
HTHT
52
Hemenway Trust Hemenway Trust
New Hampshire
$15.4M +$276K +4,063 +2%
MSR
53
Main Street Research
Connecticut
$15.3M +$153K +2,258 +1%
Fiera Capital (Canada)
54
Fiera Capital (Canada)
Quebec, Canada
$15M -$4.05M -59,600 -22%
State Street
55
State Street
Massachusetts
$14.5M +$9.14M +134,647 +184%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$14.5M +$324K +4,769 +2%
Polen Capital Management
57
Polen Capital Management
Florida
$12.5M +$2.63M +38,771 +28%
RMCM
58
Reynders McVeigh Capital Management
Massachusetts
$12.4M +$192K +2,834 +2%
GIA
59
Granite Investment Advisors
New Hampshire
$12.4M -$260K -3,833 -2%
JIC
60
Johnson Investment Counsel
Ohio
$12.1M -$423K -6,238 -3%
WSFS
61
Wilmington Savings Fund Society
Delaware
$12M -$166K -2,440 -1%
ADEF
62
Adams Diversified Equity Fund
Maryland
$12M
Federated Hermes
63
Federated Hermes
Pennsylvania
$11.5M +$106K +1,562 +1%
KFS
64
Kurt F. Somerville
$11.4M +$103K +1,515 +0.9%
FNBOO
65
First National Bank of Omaha
Nebraska
$11.3M +$243K +3,585 +2%
ISL
66
Ingalls & Snyder LLC
New York
$11.2M -$216K -3,185 -2%
US Bancorp
67
US Bancorp
Minnesota
$10.8M -$366K -5,391 -3%
AAIM
68
American Assets Investment Management
California
$10.5M
GD
69
Grandfield & Dodd
New York
$10.5M +$214K +3,147 +2%
CT
70
Cambridge Trust
Massachusetts
$10.1M +$334K +4,917 +4%
TAM
71
Tocqueville Asset Management
New York
$9.95M +$4.82K +71 +0%
ECG
72
Edge Capital Group
Georgia
$9.84M -$262K -3,866 -3%
CIBC World Market
73
CIBC World Market
Ontario, Canada
$9.73M +$209K +3,076 +2%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$9.58M +$776K +11,434 +9%
M&T Bank
75
M&T Bank
New York
$9.38M -$66.4K -979 -0.7%

UL Hedge Fund Activity: Q2 2019 in Review

633 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2019, worth a combined $5.12B — up 8.9% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UL positions and 43 closed out — a net gain of 7 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $101M. The largest seller was Manning & Napier Group, cutting an estimated $44.2M.

  • 633 institutional investors held Unilever (UL) as of Q2 2019, down from 636 in Q1 2019.
  • Funds reported $5.12B of Unilever stock for Q2 2019, up 8.9% quarter-over-quarter.
  • 50 funds opened new Unilever positions in Q2 2019 and 43 closed out, a net change of +7 holders.
  • The largest Unilever buyer in Q2 2019 was Deutsche Bank, an estimated $101M added.
  • The largest Unilever seller in Q2 2019 was Manning & Napier Group, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2019.