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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
CT
151
Cambridge Trust
Massachusetts
$3.59M +$449K +7,539 +15%
TL
152
Tirschwell & Loewy
New York
$3.58M -$63.6K -1,067 -2%
M
153
MOTCO
Texas
$3.48M -$181K -3,039 -5%
PLFAM
154
Pineno Levin & Ford Asset Management
Virginia
$3.46M -$49.8K -835 -1%
GCAC
155
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.46M -$181K -3,040 -5%
HPIA
156
Hamilton Point Investment Advisors
North Carolina
$3.45M +$7.39K +124 +0.2%
AIM
157
Allen Investment Management
New York
$3.43M +$427K +7,155 +15%
FGP
158
Foyston, Gordon, & Payne
Ontario, Canada
$3.42M -$737K -12,362 -18%
BFM
159
Boston Financial Management
Massachusetts
$3.39M -$304K -5,102 -8%
MPM
160
Meritage Portfolio Management
Kansas
$3.38M -$2.65M -44,389 -44%
TCM
161
Tradition Capital Management
New Jersey
$3.31M -$125K -2,097 -4%
Cerity Partners
162
Cerity Partners
New York
$3.27M +$529K +8,877 +20%
MJP
163
Michael J. Puzo
$3.18M +$143K +2,401 +5%
Janus Henderson Group
164
Janus Henderson Group
United Kingdom
$3.18M +$3.11M +52,228 New
BAM
165
Berkshire Asset Management
Pennsylvania
$3.12M -$32.5K -545 -1%
MGIA
166
Matthew Goff Investment Advisor
Texas
$3.09M +$290K +4,864 +11%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$3.04M +$344K +5,775 +13%
BA
168
BKS Advisors
Michigan
$3.01M -$122K -2,045 -4%
SEI Investments
169
SEI Investments
Pennsylvania
$2.95M +$193K +3,238 +7%
PIM
170
Progressive Investment Management
Oregon
$2.86M -$7.57K -127 -0.3%
SRC
171
Shufro Rose & Co
New York
$2.85M -$7.45K -125 -0.3%
PRS
172
Pinkerton Retirement Specialists
Idaho
$2.84M -$45.8K -769 -2%
CB
173
Cooke & Bieler
Pennsylvania
$2.81M -$2.38M -39,891 -46%
SIG
174
Sky Investment Group
Connecticut
$2.81M -$119 -2 -0%
GHA
175
GW Henssler & Associates
Georgia
$2.8M +$135K +2,258 +5%

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.