We are live on ! Find out more
UL icon

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
ACM
76
Aviance Capital Management
Florida
$6.88M +$7.17M +149,910 New
SCM
77
Salem Capital Management
Massachusetts
$6.73M -$355K -7,415 -5%
EARNEST Partners
78
EARNEST Partners
Georgia
$6.72M +$678K +14,184 +11%
EVM
79
Eaton Vance Management
Massachusetts
$6.28M +$129K +2,689 +2%
AAIM
80
American Assets Investment Management
California
$6.12M
Natixis Advisors
81
Natixis Advisors
Massachusetts
$6.05M -$3.02M -63,086 -32%
GI
82
GAMCO Investors
Connecticut
$5.93M -$242K -5,067 -4%
FBB
83
Fulton Breakefield Broenniman
Maryland
$5.92M +$73.3K +1,533 +1%
Dodge & Cox
84
Dodge & Cox
California
$5.81M -$2.46M -51,453 -29%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$5.79M +$830K +17,348 +16%
BAM
86
Bruderman Asset Management
New York
$5.56M -$122K -2,547 -2%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$5.55M +$479K +10,026 +9%
MSR
88
Main Street Research
Connecticut
$5.44M +$731K +15,283 +16%
WT
89
Whittier Trust
California
$5.41M -$155K -3,232 -3%
LPL Financial
90
LPL Financial
California
$5.4M -$1.71M -35,752 -24%
SW
91
SVB Wealth
Massachusetts
$5.4M -$992K -20,738 -15%
First Trust Advisors
92
First Trust Advisors
Illinois
$5.33M -$850K -17,768 -13%
GD
93
Grandfield & Dodd
New York
$5.21M +$234K +4,902 +5%
BFM
94
Boston Financial Management
Massachusetts
$5.14M -$123K -2,562 -2%
CIM
95
Calvert Investment Management
Maryland
$5.04M +$176K +3,681 +3%
CIM
96
Corda Investment Management
Texas
$5.01M -$28.2K -589 -0.5%
UCFA
97
United Capital Financial Advisors
Texas
$4.99M -$3.72M -77,699 -42%
WCM
98
Wallace Capital Management
Texas
$4.93M -$20.3K -425 -0.4%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$4.8M +$4.44M +92,808 +786%
SI
100
Stephens Inc
Arkansas
$4.72M +$66.9K +1,398 +1%

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.