Unilever
644 hedge funds and large institutions have $4.84B invested in Unilever in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 222 increasing their positions, 229 reducing their positions, and 40 closing their positions.
84% more call options, than puts
Call options by funds: $11.7M | Put options by funds: $6.32M
35% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 40
2% more funds holding
Funds holding: 633 → 644 (+11)
0.16% less ownership
Funds ownership: 6.3% → 6.14% (-0.16%)
3% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 229
6% less capital invested
Capital invested by funds: $5.12B → $4.84B (-$283M)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$28.5M |
| 2 |
Morgan Stanley
New York
|
+$17.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.1M |
| 4 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$11.4M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$103M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$78M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$28.9M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$18.4M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$16.6M |
UL Hedge Fund Activity: Q3 2019 in Review
644 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2019, worth a combined $4.84B — down 5.5% from $5.12B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new UL positions and 40 closed out — a net gain of 14 holders — while 222 added to existing stakes and 229 trimmed.
The largest buyer was Norges Bank, opening a new position worth an estimated $28.5M. The largest seller was Deutsche Bank, cutting an estimated $103M.
- 644 institutional investors held Unilever (UL) as of Q3 2019, up from 633 in Q2 2019.
- Funds reported $4.84B of Unilever stock for Q3 2019, down 5.5% quarter-over-quarter.
- 54 funds opened new Unilever positions in Q3 2019 and 40 closed out, a net change of +14 holders.
- The largest Unilever buyer in Q3 2019 was Norges Bank, an estimated $28.5M added.
- The largest Unilever seller in Q3 2019 was Deutsche Bank, an estimated $103M sold.
Based on aggregated 13F filings for Q3 2019.