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Unilever

588 hedge funds and large institutions have $4.52B invested in Unilever in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 185 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $6.53M

0% less ownership

Funds ownership: 6.19%6.19% (-0%)

3% less capital invested

Capital invested by funds: $4.65B → $4.52B (-$131M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

1% less funds holding

Funds holding: 596588 (-8)

16% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 221

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
588
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
44
Increased
185
Reduced
221
Closed
48
Calls
$16.1M
Puts
$6.53M
Net Calls
+$9.53M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NED
176
Nancy E. Dempze
$2.27M +$50K +793 +2%
Barclays
177
Barclays
United Kingdom
$2.25M +$1.66M +26,312 +261%
PAG
178
Private Advisor Group
New Jersey
$2.23M +$1.37M +21,709 +151%
JP Morgan Chase
179
JP Morgan Chase
New York
$2.23M -$8.19M -129,790 -78%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$2.22M +$27.2K +432 +1%
LCM
181
Lucas Capital Management
New Jersey
$2.19M -$128K -2,022 -5%
AG
182
Advisor Group
Arizona
$2.17M -$29.5K -467 -1%
SI
183
Stephens Inc
Arkansas
$2.17M +$59.9K +949 +3%
JWM
184
Jackson Wealth Management
Florida
$2.16M +$59.4K +942 +3%
KCM
185
Kornitzer Capital Management
Kansas
$2.14M -$51.8K -822 -2%
FM
186
Forward Management
California
$2.13M -$785K -12,449 -27%
EARNEST Partners
187
EARNEST Partners
Georgia
$2.11M
Mawer Investment Management
188
Mawer Investment Management
Alberta, Canada
$2.1M -$1.63M -25,793 -43%
NGA
189
Naples Global Advisors
Florida
$2.1M -$21.1K -334 -1%
ANI
190
American National Insurance
Texas
$2.01M
UCFA
191
United Capital Financial Advisors
Texas
$2M +$11.9K +188 +0.6%
HTC
192
Haverford Trust Company
Pennsylvania
$2M -$378 -6 -0%
BF
193
BOK Financial
Oklahoma
$1.99M -$86.2K -1,367 -4%
PCM
194
Parsons Capital Management
Rhode Island
$1.95M +$1.72M +27,287 +655%
VFA
195
Voya Financial Advisors
Connecticut
$1.93M -$7.06K -112 -0.4%
AAM
196
Advisors Asset Management
Colorado
$1.93M -$114K -1,814 -6%
Creative Planning
197
Creative Planning
Kansas
$1.91M -$113K -1,786 -5%
CCM
198
Covington Capital Management
California
$1.89M +$92.5K +1,467 +5%
NWP
199
Northstar Wealth Partners
Connecticut
$1.89M +$442 +7 +0%
WCM
200
Weik Capital Management
Pennsylvania
$1.88M -$115K -1,822 -6%

UL Hedge Fund Activity: Q3 2018 in Review

588 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2018, worth a combined $4.52B — down 2.8% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of UL and 44 opened new positions — a net loss of 4 holders — while 221 trimmed existing stakes and 185 added.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $24.8M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 588 institutional investors held Unilever (UL) as of Q3 2018, down from 596 in Q2 2018.
  • Funds reported $4.52B of Unilever stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 44 funds opened new Unilever positions in Q3 2018 and 48 closed out, a net change of -4 holders.
  • The largest Unilever buyer in Q3 2018 was AllianceBernstein, an estimated $24.8M added.
  • The largest Unilever seller in Q3 2018 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2018.