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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
KFP
101
Keystone Financial Planning
Ohio
$6.08M +$47K +789 +0.8%
CPIM
102
Columbia Partners Investment Management
Virginia
$5.99M +$238K +3,987 +4%
FNB
103
Farmers National Bank
Kentucky
$5.93M -$1.31M -21,944 -18%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$5.9M +$1.32M +22,086 +30%
HNB
105
Huntington National Bank
Ohio
$5.79M +$365K +6,128 +7%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$5.78M -$225K -3,775 -4%
CI
107
Cowen Inc
New York
$5.75M +$2.21M +37,106 +65%
ACA
108
Anchor Capital Advisors
Massachusetts
$5.6M +$4.84M +81,267 +764%
WT
109
Whittier Trust
California
$5.55M -$43.3K -727 -0.8%
William Blair & Company
110
William Blair & Company
Illinois
$5.54M +$545K +9,150 +11%
CCG
111
Chatham Capital Group
Georgia
$5.54M +$74.2K +1,244 +1%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$5.52M +$187K +3,134 +4%
CRC
113
Curi RMB Capital
Illinois
$5.21M +$5.1M +85,565 New
N
114
Natixis
France
$5.14M +$5.04M +84,498 New
NCM
115
Narwhal Capital Management
Georgia
$5.12M -$26.5K -444 -0.5%
BCM
116
Bluefin Capital Management
New York
$5.11M +$3.8M +63,751 +316%
CC
117
Courier Capital
New York
$4.85M -$6.26K -105 -0.1%
AGM
118
Alpine Global Management
New York
$4.8M +$4.16M +69,777 +770%
AGU
119
Alpine Group USVI
U.S. Virgin Islands
$4.8M +$4.7M +78,844 New
MAM
120
Mastrapasqua Asset Management
Tennessee
$4.79M +$271K +4,545 +6%
AG
121
Aperio Group
California
$4.79M +$598K +10,037 +15%
PMG
122
ProVise Management Group
Florida
$4.77M -$452K -7,586 -9%
WI
123
Welch Investments
Alabama
$4.73M -$62.4K -1,046 -1%
OAM
124
Oppenheimer Asset Management
New York
$4.67M -$1.07M -17,919 -19%
FWIA
125
Fort Washington Investment Advisors
Ohio
$4.6M -$25.3K -425 -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.