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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
LM
101
Lincluden Management
Ontario, Canada
$4.56M +$6.82M +142,622 +2,592%
BOH
102
Bank of Hawaii
Hawaii
$4.55M +$147K +3,070 +3%
LC
103
Lincoln Capital
Nebraska
$4.54M -$14.7K -308 -0.3%
FNB
104
Farmers National Bank
Kentucky
$4.54M +$172K +3,598 +4%
SFG
105
Sather Financial Group
Texas
$4.4M +$2.61M +54,520 +132%
GCM
106
Garland Capital Management
Washington
$4.17M +$569K +11,902 +15%
AAM
107
Advisors Asset Management
Colorado
$4.05M -$1.24M -25,880 -23%
KFP
108
Keystone Financial Planning
Ohio
$4.02M -$12.5K -261 -0.3%
LNB
109
Ledyard National Bank
$4.01M -$113K -2,364 -3%
HTHT
110
Hemenway Trust Hemenway Trust
New Hampshire
$4.01M +$2.84M +59,298 +212%
LFR
111
Lehman Financial Resources
Pennsylvania
$3.97M +$51.1K +1,068 +1%
HighTower Advisors
112
HighTower Advisors
Illinois
$3.88M +$1.47M +30,772 +57%
CC
113
Courier Capital
New York
$3.87M -$23.4K -489 -0.6%
PMG
114
ProVise Management Group
Florida
$3.87M -$177K -3,698 -4%
CB
115
Cooke & Bieler
Pennsylvania
$3.83M -$246K -5,153 -6%
BG
116
BlackRock Group
United Kingdom
$3.82M +$2.07M +43,362 +109%
FWIA
117
Fort Washington Investment Advisors
Ohio
$3.79M +$55.4K +1,159 +1%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$3.66M +$421K +8,808 +12%
Franklin Resources
119
Franklin Resources
California
$3.55M +$57.7K +1,207 +2%
CIP
120
Capital Insight Partners
Arizona
$3.5M +$15.3K +320 +0.4%
EWA
121
Exencial Wealth Advisors
Oklahoma
$3.47M +$3.61M +75,564 New
HI
122
Horizon Investments
North Carolina
$3.46M +$206K +4,317 +6%
FFS
123
Founders Financial Securities
Maryland
$3.45M +$250K +5,233 +7%
CCG
124
Chatham Capital Group
Georgia
$3.45M +$145K +3,022 +4%
FM
125
Forward Management
California
$3.44M -$282K -5,894 -7%

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.