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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
TAM
126
Tradition Asset Management
Virginia
$4.42M +$4.3M +63,373 New
AMG
127
Advisors Management Group
Wisconsin
$4.4M -$43.3K -638 -1%
BE
128
Bonness Enterprises
District of Columbia
$4.35M
WT
129
Whittier Trust
California
$4.28M +$92.7K +1,366 +2%
BlackRock
130
BlackRock
New York
$4.18M -$62.4K -920 -2%
M
131
MOTCO
Texas
$4.16M -$2.17K -32 -0.1%
ECM
132
ETrade Capital Management
Virginia
$3.95M +$722K +10,637 +23%
OAM
133
Oppenheimer Asset Management
New York
$3.92M -$84K -1,237 -2%
GCAC
134
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.88M -$7.53K -111 -0.2%
OPA
135
Old Port Advisors
Maine
$3.82M +$19.5K +288 +0.5%
N
136
Nuveen
North Carolina
$3.75M +$3.65M +53,768 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$3.68M -$103K -1,515 -3%
PLFAM
138
Pineno Levin & Ford Asset Management
Virginia
$3.64M -$13.6K -200 -0.4%
AIM
139
Allen Investment Management
New York
$3.54M -$701K -10,334 -17%
BAM
140
Berkshire Asset Management
Pennsylvania
$3.48M +$1.49K +22 +0%
CAG
141
Crestwood Advisors Group
Massachusetts
$3.4M +$3.3M +48,691 New
SRC
142
Shufro Rose & Co
New York
$3.36M -$61.8K -911 -2%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$3.31M -$30.7K -452 -0.9%
SIG
144
Sky Investment Group
Connecticut
$3.31M +$6.92K +102 +0.2%
AWM
145
Altavista Wealth Management
North Carolina
$3.28M -$10.2K -150 -0.3%
RIM
146
Regent Investment Management
Kentucky
$3.19M
CI
147
Cowen Inc
New York
$3.17M +$3.09M +45,515 New
NEI
148
Northwest & Ethical Investments
Ontario, Canada
$3.14M -$74.7K -1,100 -2%
FGP
149
Foyston, Gordon, & Payne
Ontario, Canada
$3.1M -$93.7K -1,381 -3%
NME
150
Notis-McConarty Edward
$3.09M +$45.6K +672 +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.