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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
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$3.41M +$122K +2,541 +4%
CIBC Asset Management
127
CIBC Asset Management
Ontario, Canada
$3.32M +$59.7K +1,249 +2%
AG
128
Aperio Group
California
$3.27M +$684K +14,305 +25%
BE
129
Bonness Enterprises
District of Columbia
$3.2M
GW
130
GW & Wade
Massachusetts
$3.17M +$400K +8,355 +14%
TF
131
Trutina Financial
Washington
$3.15M -$292K -6,098 -8%
KCPG
132
Kavar Capital Partners Group
Kansas
$3.12M +$115K +2,400 +4%
MCM
133
Matterhorn Capital Management
Texas
$3.12M +$9.18K +192 +0.3%
BFIM
134
Beese Fulmer Investment Management
Ohio
$3.1M +$79.8K +1,669 +3%
CCMIC
135
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$3.05M +$525K +10,978 +20%
NEI
136
Northwest & Ethical Investments
Ontario, Canada
$3.04M +$18K +377 +0.6%
PIM
137
Perkins Investment Management
Illinois
$3.04M -$680K -14,221 -18%
TL
138
Tirschwell & Loewy
New York
$3.03M +$44.2K +925 +1%
Comerica Bank
139
Comerica Bank
Texas
$3.03M -$3.2M -67,012 -50%
CPIM
140
Columbia Partners Investment Management
Virginia
$2.97M +$227K +4,738 +8%
CIBC World Market
141
CIBC World Market
Ontario, Canada
$2.94M -$81.9K -1,712 -3%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$2.88M -$1.98M -41,485 -40%
NCM
143
Narwhal Capital Management
Georgia
$2.81M -$2.1K -44 -0.1%
New York State Common Retirement Fund
144
New York State Common Retirement Fund
New York
$2.8M
MAA
145
Matrix Asset Advisors
New York
$2.8M +$92.5K +1,934 +3%
CPS
146
Counsel Portfolio Services
Ontario, Canada
$2.73M +$187K +3,912 +7%
WAM
147
World Asset Management
Michigan
$2.71M +$230K +4,804 +9%
GAM
148
Gotham Asset Management
New York
$2.71M -$1.68M -35,163 -37%
TCM
149
Tradition Capital Management
New Jersey
$2.69M +$107K +2,228 +4%
PLFAM
150
Pineno Levin & Ford Asset Management
Virginia
$2.65M +$53.1K +1,111 +2%

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.