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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
PMG
101
ProVise Management Group
Florida
$4.72M -$8.45K -134 -0.2%
CC
102
Courier Capital
New York
$4.71M -$151K -2,401 -3%
BlackRock
103
BlackRock
New York
$4.7M -$737K -11,680 -13%
HPC
104
HM Payson & Co
Maine
$4.67M -$2.58M -40,977 -35%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$4.59M -$91.4K -1,449 -2%
PSC
106
Prentiss Smith & Co
Vermont
$4.59M -$2.41M -38,265 -34%
EWA
107
Exencial Wealth Advisors
Oklahoma
$4.57M +$65.5K +1,038 +1%
KCPG
108
Kavar Capital Partners Group
Kansas
$4.55M
Comerica Bank
109
Comerica Bank
Texas
$4.48M +$72.5K +1,149 +2%
SWK
110
Stephen W. Kidder
$4.44M -$54.1K -858 -1%
William Blair & Company
111
William Blair & Company
Illinois
$4.4M +$92.8K +1,472 +2%
BFIM
112
Beese Fulmer Investment Management
Ohio
$4.38M +$178K +2,824 +4%
SB
113
Suntrust Banks
Georgia
$4.3M -$230K -3,641 -5%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.29M -$32.9K -521 -0.7%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$4.19M -$1.74M -27,556 -29%
CL
116
CSS LLC
Illinois
$4.12M +$1.16M +18,334 +38%
BCB
117
Brian C. Broderick
$4.11M +$182K +2,880 +5%
WT
118
Whittier Trust
California
$4.04M -$338K -5,362 -8%
AMG
119
Advisors Management Group
Wisconsin
$4.02M -$22.8K -361 -0.6%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$3.92M +$2.33K +37 +0.1%
CIP
121
Chartwell Investment Partners
Pennsylvania
$3.89M +$1.13M +17,889 +40%
BE
122
Bonness Enterprises
District of Columbia
$3.86M
OAM
123
Oppenheimer Asset Management
New York
$3.78M +$46.4K +736 +1%
AIM
124
Allen Investment Management
New York
$3.78M
NCM
125
Narwhal Capital Management
Georgia
$3.78M

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.