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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
CT
76
Cambridge Trust
Massachusetts
$7.37M +$290K +4,597 +4%
TBC
77
Tweedy, Browne Co
Connecticut
$7.19M -$5.14M -81,561 -41%
ORI
78
Oak Ridge Investments
Illinois
$7.09M -$312K -4,943 -4%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$6.97M -$1.27M -20,206 -15%
Polen Capital Management
80
Polen Capital Management
Florida
$6.73M +$1.17M +18,495 +20%
EVM
81
Eaton Vance Management
Massachusetts
$6.69M -$385K -6,102 -5%
AG
82
Aperio Group
California
$6.68M +$109K +1,724 +2%
LPL Financial
83
LPL Financial
California
$6.68M +$1.27M +20,146 +23%
CGH
84
Crossmark Global Holdings
Texas
$6.66M +$720K +11,409 +12%
KFP
85
Keystone Financial Planning
Ohio
$6.15M +$443K +7,026 +8%
Jane Street
86
Jane Street
New York
$6.12M -$1.91M -30,323 -23%
WCM
87
Wallace Capital Management
Texas
$6.04M -$52.9K -838 -0.9%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$5.77M +$14.2K +225 +0.2%
HAI
89
Hennessy Advisors Inc
California
$5.67M
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$5.55M +$100K +1,585 +2%
Citigroup
91
Citigroup
New York
$5.44M -$10.9M -172,866 -66%
DWM
92
Destination Wealth Management
California
$5.24M -$45.2K -717 -0.8%
BC
93
Brinker Capital
Pennsylvania
$5.12M +$733K +11,617 +16%
HNB
94
Huntington National Bank
Ohio
$5.05M -$2.32M -36,860 -31%
SG Americas Securities
95
SG Americas Securities
New York
$4.92M -$833K -13,210 -14%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$4.88M -$258K -4,083 -5%
CWM
97
Catamount Wealth Management
Connecticut
$4.83M -$40.8K -647 -0.8%
MGIA
98
Matthew Goff Investment Advisor
Texas
$4.81M +$127K +2,011 +3%
CBT
99
Capital Bank & Trust
California
$4.75M +$382K +6,062 +9%
MJP
100
Michael J. Puzo
$4.75M +$419K +6,647 +9%

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.