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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
TCOV
176
Trust Company of Vermont
Vermont
$2.8M -$20.3K -340 -0.7%
PAG
177
Private Advisor Group
New Jersey
$2.77M -$16.1K -270 -0.6%
SCA
178
Sage Capital Advisors
South Dakota
$2.73M +$2.68M +44,914 New
RFC
179
Regions Financial Corp
Alabama
$2.73M +$1.28M +21,435 +92%
LC
180
Lincoln Capital
Nebraska
$2.67M -$26.9K -451 -1%
SBAM
181
Santa Barbara Asset Management
California
$2.66M +$5.54K +93 +0.2%
MC
182
Moors & Cabot
Massachusetts
$2.66M -$5.31K -89 -0.2%
SB
183
Suntrust Banks
Georgia
$2.63M +$905K +15,183 +54%
WRBC
184
W.R. Berkley Corp
Connecticut
$2.62M
SSWM
185
Smith Salley Wealth Management
North Carolina
$2.58M +$108K +1,813 +4%
JSL
186
JT Stratford LLC
Georgia
$2.56M -$131K -2,191 -5%
BFG
187
Beacon Financial Group
Texas
$2.56M +$127K +2,126 +5%
AG
188
Advisor Group
Arizona
$2.5M +$61K +1,024 +3%
RWA
189
River Wealth Advisors
Pennsylvania
$2.46M -$33.8K -567 -1%
ABP
190
Arthur B. Page
$2.44M +$27.8K +466 +1%
KCM
191
Kornitzer Capital Management
Kansas
$2.43M -$57K -956 -2%
FCI
192
Financial Counselors Inc
Kansas
$2.4M -$513K -8,605 -18%
FM
193
Forward Management
California
$2.39M -$408K -6,852 -15%
WTC
194
WhitTier Trust Company
Nevada
$2.37M -$149K -2,496 -6%
KeyBank National Association
195
KeyBank National Association
Ohio
$2.35M +$109K +1,823 +5%
HTC
196
Haverford Trust Company
Pennsylvania
$2.33M +$79.5K +1,333 +4%
LCM
197
Lucas Capital Management
New Jersey
$2.32M +$149K +2,507 +7%
TYCC
198
Texas Yale Capital Corp
Florida
$2.32M
BG
199
Bollard Group
Massachusetts
$2.31M +$15.1K +253 +0.7%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$2.29M +$114K +1,920 +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.