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Unilever

644 hedge funds and large institutions have $4.84B invested in Unilever in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 222 increasing their positions, 229 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $6.32M

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

2% more funds holding

Funds holding: 633644 (+11)

0.16% less ownership

Funds ownership: 6.3%6.14% (-0.16%)

3% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 229

6% less capital invested

Capital invested by funds: $5.12B → $4.84B (-$283M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
644
Holders Change
+11
Holders Change %
+1.74%
% of All Funds
14.12%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
54
Increased
222
Reduced
229
Closed
40
Calls
$11.7M
Puts
$6.32M
Net Calls
+$5.34M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$6.14M +$28.1K +405 +0.4%
HPIA
102
Hamilton Point Investment Advisors
North Carolina
$5.99M +$154K +2,216 +3%
WCM
103
Wallace Capital Management
Texas
$5.84M -$600K -8,655 -9%
MGIA
104
Matthew Goff Investment Advisor
Texas
$5.84M +$95.9K +1,384 +2%
Barclays
105
Barclays
United Kingdom
$5.75M +$3.32M +47,913 +129%
BC
106
Brinker Capital
Pennsylvania
$5.68M -$436K -6,296 -7%
NCM
107
Narwhal Capital Management
Georgia
$5.58M -$646K -9,317 -10%
BG
108
Bollard Group
Massachusetts
$5.51M +$62.4K +900 +1%
HAI
109
Hennessy Advisors Inc
California
$5.41M -$148K -2,133 -3%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$5.23M -$12.8K -185 -0.2%
MJP
111
Michael J. Puzo
$5.21M +$46.6K +673 +0.9%
BCB
112
Brian C. Broderick
$5.2M +$304K +4,385 +6%
DWM
113
Destination Wealth Management
California
$5.15M +$62.2K +898 +1%
KCPG
114
Kavar Capital Partners Group
Kansas
$5.13M +$37.6K +542 +0.7%
BFIM
115
Beese Fulmer Investment Management
Ohio
$5M -$62.1K -896 -1%
William Blair & Company
116
William Blair & Company
Illinois
$4.91M -$94.4K -1,363 -2%
SWK
117
Stephen W. Kidder
$4.9M +$193K +2,783 +4%
BGC
118
Beutel, Goodman & Co
Ontario, Canada
$4.89M +$4.97M +71,731 New
EWA
119
Exencial Wealth Advisors
Oklahoma
$4.84M +$8.45K +122 +0.2%
SB
120
Suntrust Banks
Georgia
$4.62M +$61.7K +891 +1%
CC
121
Courier Capital
New York
$4.6M -$52.2K -754 -1%
AIA
122
Avalon Investment & Advisory
Texas
$4.52M +$177K +2,558 +4%
WT
123
Whittier Trust
California
$4.47M +$323K +4,658 +8%
HPC
124
HM Payson & Co
Maine
$4.46M -$279K -4,030 -6%
M
125
MOTCO
Texas
$4.28M +$254K +3,659 +6%

UL Hedge Fund Activity: Q3 2019 in Review

644 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2019, worth a combined $4.84B — down 5.5% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new UL positions and 40 closed out — a net gain of 14 holders — while 222 added to existing stakes and 229 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $28.5M. The largest seller was Deutsche Bank, cutting an estimated $103M.

  • 644 institutional investors held Unilever (UL) as of Q3 2019, up from 633 in Q2 2019.
  • Funds reported $4.84B of Unilever stock for Q3 2019, down 5.5% quarter-over-quarter.
  • 54 funds opened new Unilever positions in Q3 2019 and 40 closed out, a net change of +14 holders.
  • The largest Unilever buyer in Q3 2019 was Norges Bank, an estimated $28.5M added.
  • The largest Unilever seller in Q3 2019 was Deutsche Bank, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2019.