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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
Comerica Bank
126
Comerica Bank
Texas
$4.6M -$161K -2,706 -4%
TBA
127
Tower Bridge Advisors
Pennsylvania
$4.59M -$112K -1,880 -2%
KCPG
128
Kavar Capital Partners Group
Kansas
$4.57M -$109K -1,822 -2%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$4.54M -$195K -3,269 -4%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$4.49M +$372K +6,243 +9%
EWA
131
Exencial Wealth Advisors
Oklahoma
$4.47M -$4.95K -83 -0.1%
Millennium Management
132
Millennium Management
New York
$4.46M -$3.82M -64,149 -47%
DWM
133
Destination Wealth Management
California
$4.43M +$156K +2,620 +4%
BFIM
134
Beese Fulmer Investment Management
Ohio
$4.3M -$6.32K -106 -0.1%
Kayne Anderson Rudnick Investment Management
135
Kayne Anderson Rudnick Investment Management
California
$4.21M -$142K -2,387 -3%
BC
136
Brinker Capital
Pennsylvania
$4.15M +$365K +6,122 +10%
SWK
137
Stephen W. Kidder
$4.14M +$140K +2,344 +4%
AMG
138
Advisors Management Group
Wisconsin
$4.1M -$24.7K -415 -0.6%
LPL Financial
139
LPL Financial
California
$4.1M -$218K -3,650 -5%
WAM
140
World Asset Management
Michigan
$4.09M -$236K -3,964 -6%
CWM
141
CIBC World Markets
New York
$4.06M
GC
142
Guggenheim Capital
Illinois
$4.01M -$1.64M -27,586 -30%
NEI
143
Northwest & Ethical Investments
Ontario, Canada
$3.94M -$522K -8,760 -12%
BE
144
Bonness Enterprises
District of Columbia
$3.89M
SG Americas Securities
145
SG Americas Securities
New York
$3.83M +$3.75M +62,963 New
ICM
146
Ionic Capital Management
New York
$3.79M -$147K -2,458 -4%
New York State Common Retirement Fund
147
New York State Common Retirement Fund
New York
$3.77M -$60 -1 -0%
DADC
148
D.A. Davidson & Co
Montana
$3.68M +$83.7K +1,404 +2%
Franklin Resources
149
Franklin Resources
California
$3.67M -$128K -2,152 -3%
BCB
150
Brian C. Broderick
$3.59M +$284K +4,758 +9%

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.