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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
MS
76
Maven Securities
Jersey
$10.2M +$5.89M +98,850 +141%
AIMCA
77
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.1M +$8.85M +148,533 +835%
HTHT
78
Hemenway Trust Hemenway Trust
New Hampshire
$9.58M +$337K +5,650 +4%
KFS
79
Kurt F. Somerville
$9.46M +$371K +6,218 +4%
MSR
80
Main Street Research
Connecticut
$9.45M +$531K +8,907 +6%
AAIM
81
American Assets Investment Management
California
$9.2M
EVM
82
Eaton Vance Management
Massachusetts
$8.98M +$51.2K +859 +0.6%
GF
83
Gabelli Funds
New York
$8.98M +$21.2K +356 +0.2%
SCM
84
Segantii Capital Management
Hong Kong
$8.95M +$8.78M +147,354 New
CIBC World Market
85
CIBC World Market
Ontario, Canada
$8.84M +$141K +2,373 +2%
GD
86
Grandfield & Dodd
New York
$8.59M -$73.9K -1,240 -0.9%
FLII
87
First Long Island Investors
New York
$8.22M -$516K -8,652 -6%
EA
88
Edge Advisors
Georgia
$7.78M -$488K -8,178 -6%
Invesco
89
Invesco
Georgia
$7.67M -$2.98M -49,906 -28%
Two Sigma Advisers
90
Two Sigma Advisers
New York
$7.58M +$5.66M +95,022 +323%
PSC
91
Prentiss Smith & Co
Vermont
$7.56M -$138K -2,312 -2%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$7.23M -$3.18M -53,383 -31%
CAM
93
Capstone Asset Management
Texas
$7.13M +$160K +2,684 +2%
BCM
94
Bowie Capital Management
Texas
$6.72M
RMCM
95
Reynders McVeigh Capital Management
Massachusetts
$6.55M +$185K +3,103 +3%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$6.44M -$1.2M -20,148 -16%
SFG
97
Sather Financial Group
Texas
$6.34M -$58.3K -978 -0.9%
WCM
98
Wallace Capital Management
Texas
$6.29M -$83.9K -1,408 -1%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$6.23M -$636K -10,676 -9%
HighTower Advisors
100
HighTower Advisors
Illinois
$6.19M -$36.7K -615 -0.6%

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.