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Unilever

633 hedge funds and large institutions have $5.12B invested in Unilever in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $6.48M

16% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 43

9% more capital invested

Capital invested by funds: $4.71B → $5.12B (+$417M)

0.09% more ownership

Funds ownership: 6.21%6.3% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% less funds holding

Funds holding: 636633 (-3)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
13.75%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
50
Increased
211
Reduced
233
Closed
43
Calls
$9.61M
Puts
$6.48M
Net Calls
+$3.12M
Net Calls Change
-$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
101
Matthew Goff Investment Advisor
Texas
$5.93M +$252K +3,716 +5%
ACI
102
AMP Capital Investors
Australia
$5.8M +$986K +14,528 +21%
HAI
103
Hennessy Advisors Inc
California
$5.73M
BG
104
Bollard Group
Massachusetts
$5.61M +$2.56M +37,758 +88%
SG Americas Securities
105
SG Americas Securities
New York
$5.57M +$5.42M +79,829 New
OMC
106
Old Mission Capital
Illinois
$5.47M +$5.32M +78,439 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$5.41M +$93.1K +1,371 +2%
MJP
108
Michael J. Puzo
$5.32M -$35.4K -521 -0.7%
KCPG
109
Kavar Capital Partners Group
Kansas
$5.25M +$72.4K +1,067 +1%
DWM
110
Destination Wealth Management
California
$5.24M -$74.3K -1,094 -1%
BFIM
111
Beese Fulmer Investment Management
Ohio
$5.22M -$27.6K -407 -0.5%
William Blair & Company
112
William Blair & Company
Illinois
$5.16M +$51.2K +754 +1%
BCB
113
Brian C. Broderick
$5.05M +$20.2K +297 +0.4%
MPM
114
Meritage Portfolio Management
Kansas
$5.04M +$1.83K +27 +0%
EWA
115
Exencial Wealth Advisors
Oklahoma
$4.99M -$119K -1,752 -2%
PMG
116
ProVise Management Group
Florida
$4.96M -$39.2K -578 -0.8%
Verition Fund Management
117
Verition Fund Management
Connecticut
$4.89M +$4.76M +70,089 New
HPC
118
HM Payson & Co
Maine
$4.88M -$232K -3,413 -5%
SWK
119
Stephen W. Kidder
$4.86M +$6.45K +95 +0.1%
CC
120
Courier Capital
New York
$4.85M -$185K -2,728 -4%
SB
121
Suntrust Banks
Georgia
$4.7M +$17.2K +254 +0.4%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.7M -$51.7K -762 -1%
PSC
123
Prentiss Smith & Co
Vermont
$4.62M -$7.26K -107 -0.2%
Comerica Bank
124
Comerica Bank
Texas
$4.61M -$293K -4,321 -6%
AIA
125
Avalon Investment & Advisory
Texas
$4.48M +$64.7K +953 +2%

UL Hedge Fund Activity: Q2 2019 in Review

633 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2019, worth a combined $5.12B — up 8.9% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UL positions and 43 closed out — a net gain of 7 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $101M. The largest seller was Manning & Napier Group, cutting an estimated $44.2M.

  • 633 institutional investors held Unilever (UL) as of Q2 2019, down from 636 in Q1 2019.
  • Funds reported $5.12B of Unilever stock for Q2 2019, up 8.9% quarter-over-quarter.
  • 50 funds opened new Unilever positions in Q2 2019 and 43 closed out, a net change of +7 holders.
  • The largest Unilever buyer in Q2 2019 was Deutsche Bank, an estimated $101M added.
  • The largest Unilever seller in Q2 2019 was Manning & Napier Group, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2019.