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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
M
151
MOTCO
Texas
$2.62M +$15.7K +329 +0.6%
SC
152
Scotia Capital
Ontario, Canada
$2.55M +$782K +16,351 +42%
BIT
153
BlackRock Institutional Trust
California
$2.54M -$51.8K -1,083 -2%
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$2.52M +$106K +2,220 +4%
CRC
155
Curi RMB Capital
Illinois
$2.51M -$5.83K -122 -0.2%
MC
156
Moors & Cabot
Massachusetts
$2.51M -$20.8K -435 -0.8%
CCMINC
157
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.5M +$41.4K +866 +2%
BA
158
BKS Advisors
Michigan
$2.4M -$147K -3,084 -6%
KFS
159
Kurt F. Somerville
$2.39M +$2.28M +47,716 +1,081%
GT
160
Glenmede Trust
Pennsylvania
$2.37M -$609K -12,726 -20%
HPIA
161
Hamilton Point Investment Advisors
North Carolina
$2.36M +$201K +4,200 +9%
GCAC
162
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.35M +$27K +564 +1%
OSNBOA
163
Old Second National Bank of Aurora
Illinois
$2.33M +$12.7K +265 +0.5%
IPC
164
Independent Portfolio Consultants
Florida
$2.32M -$371K -7,765 -13%
FB
165
Fulton Bank
Pennsylvania
$2.31M -$13.2K -275 -0.5%
OC
166
Oppenheimer & Co
New York
$2.31M -$25.4K -532 -1%
HPC
167
HM Payson & Co
Maine
$2.23M -$261K -5,462 -10%
CA
168
Cetera Advisors
Colorado
$2.21M +$14.3K +299 +0.6%
PRS
169
Pinkerton Retirement Specialists
Idaho
$2.2M +$8.08K +169 +0.4%
PAG
170
Private Advisor Group
New Jersey
$2.19M +$73.8K +1,544 +3%
Citadel Advisors
171
Citadel Advisors
Florida
$2.19M +$2.28M +47,656 New
Grantham, Mayo, Van Otterloo & Co (GMO)
172
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.15M -$10.6M -221,714 -83%
Mackenzie Financial
173
Mackenzie Financial
Ontario, Canada
$2.11M -$345K -7,222 -14%
AAM
174
Azzad Asset Management
Virginia
$2.11M +$190K +3,970 +9%
SIC
175
Salem Investment Counselors
North Carolina
$2.06M

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.