We are live on ! Find out more
UL icon

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
DADC
126
D.A. Davidson & Co
Montana
$3.75M -$72.9K -1,156 -2%
Neuberger Berman Group
127
Neuberger Berman Group
New York
$3.75M -$903K -14,320 -19%
TBA
128
Tower Bridge Advisors
Pennsylvania
$3.71M -$114K -1,800 -3%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$3.66M -$81.2K -1,287 -2%
HPIA
130
Hamilton Point Investment Advisors
North Carolina
$3.65M +$16.8K +267 +0.5%
TCM
131
Tradition Capital Management
New Jersey
$3.6M +$32.4K +514 +0.9%
AIA
132
Avalon Investment & Advisory
Texas
$3.59M +$115K +1,829 +3%
Franklin Resources
133
Franklin Resources
California
$3.59M -$24.3K -386 -0.7%
M
134
MOTCO
Texas
$3.49M +$12.7K +202 +0.4%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$3.39M +$454K +7,200 +15%
GHA
136
GW Henssler & Associates
Georgia
$3.33M +$66.6K +1,056 +2%
NEI
137
Northwest & Ethical Investments
Ontario, Canada
$3.3M +$240K +3,804 +8%
PLFAM
138
Pineno Levin & Ford Asset Management
Virginia
$3.28M -$30.8K -489 -0.9%
GCAC
139
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.26M -$42.9K -680 -1%
CGT
140
Capital Guardian Trust
California
$3.23M +$447K +7,094 +16%
CI
141
Cowen Inc
New York
$3.21M +$3.28M +51,993 New
Canada Pension Plan Investment Board
142
Canada Pension Plan Investment Board
Ontario, Canada
$3.13M -$1.01M -16,000 -24%
BAM
143
Berkshire Asset Management
Pennsylvania
$3.11M
BA
144
BKS Advisors
Michigan
$3.03M -$157K -2,492 -5%
RIM
145
Regent Investment Management
Kentucky
$3M +$72.9K +1,156 +2%
MPM
146
Meritage Portfolio Management
Kansas
$2.99M -$43.7K -693 -1%
SCA
147
Strategic Capital Advisers
Colorado
$2.93M +$5.61K +89 +0.2%
SIG
148
Sky Investment Group
Connecticut
$2.91M -$15.4K -244 -0.5%
HighTower Advisors
149
HighTower Advisors
Illinois
$2.91M -$273K -4,323 -8%
FGP
150
Foyston, Gordon, & Payne
Ontario, Canada
$2.88M -$851K -13,492 -22%

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.