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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
BG
176
Bollard Group
Massachusetts
$2.04M +$16.6K +348 +0.8%
HNB
177
Huntington National Bank
Ohio
$1.98M +$1.18M +24,572 +132%
ACM
178
Ativo Capital Management
Illinois
$1.94M
AWP
179
Ascent Wealth Partners
New York
$1.94M +$22.8K +476 +1%
SWM
180
Stockman Wealth Management
Montana
$1.94M +$68.7K +1,437 +3%
VNA
181
Valley National Advisers
Pennsylvania
$1.92M -$48.6K -1,016 -2%
RWA
182
River Wealth Advisors
Pennsylvania
$1.89M +$64K +1,338 +3%
JMPWA
183
JP Morgan Private Wealth Advisors
California
$1.8M -$3.54K -74 -0.2%
WTC
184
WhitTier Trust Company
Nevada
$1.8M -$214K -4,477 -10%
TYCC
185
Texas Yale Capital Corp
Florida
$1.78M +$95.6K +2,000 +5%
BF
186
BOK Financial
Oklahoma
$1.76M +$12.3K +257 +0.7%
RMAM
187
Raab & Moskowitz Asset Management
New Jersey
$1.74M -$185K -3,865 -9%
GHA
188
GW Henssler & Associates
Georgia
$1.74M +$132K +2,756 +8%
William Blair & Company
189
William Blair & Company
Illinois
$1.72M +$257K +5,364 +17%
CNB
190
City National Bank
California
$1.68M +$6.84K +143 +0.4%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$1.65M +$167K +3,484 +11%
KIA
192
KCM Investment Advisors
California
$1.65M -$89.7K -1,876 -5%
RJT
193
Raymond James Trust
Florida
$1.62M +$92.5K +1,935 +6%
BFG
194
Beacon Financial Group
Texas
$1.59M +$73.9K +1,545 +5%
CBU
195
CIBC Bank USA
Illinois
$1.59M +$27.6K +578 +2%
FCI
196
Financial Counselors Inc
Kansas
$1.55M -$106K -2,218 -6%
KeyBank National Association
197
KeyBank National Association
Ohio
$1.53M +$97.5K +2,039 +7%
ANI
198
American National Insurance
Texas
$1.49M
Millennium Management
199
Millennium Management
New York
$1.48M +$441K +9,224 +40%
LCM
200
Lucas Capital Management
New Jersey
$1.48M +$185K +3,862 +14%

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.