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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
BJ
201
BlackRock Japan
Japan
$1.47M +$570K +11,919 +59%
ECM
202
ETrade Capital Management
Virginia
$1.47M +$36.2K +757 +2%
TCOV
203
Trust Company of Vermont
Vermont
$1.45M -$143 -3 -0%
BA
204
Bennicas & Associates
California
$1.44M -$40.8K -853 -3%
NIC
205
Northwest Investment Counselors
Oregon
$1.42M +$11.1K +233 +0.8%
HSBC Holdings
206
HSBC Holdings
United Kingdom
$1.41M +$279K +5,825 +23%
HTC
207
Haverford Trust Company
Pennsylvania
$1.4M +$120K +2,507 +9%
AAM
208
Aston Asset Management
Illinois
$1.37M -$98.6K -2,061 -6%
DADC
209
D.A. Davidson & Co
Montana
$1.36M +$472K +9,872 +50%
RFC
210
Russell Frank Company
Washington
$1.34M +$1.39M +29,122 New
FC
211
Fairpointe Capital
Illinois
$1.33M +$29.8K +623 +2%
PA
212
Pinnacle Associates
New York
$1.33M -$33.3K -697 -2%
AT
213
Arden Trust
Delaware
$1.31M +$178K +3,722 +15%
KT
214
Kanaly Trust
Texas
$1.31M +$31.7K +663 +2%
Brown Advisory
215
Brown Advisory
Maryland
$1.31M +$446K +9,324 +48%
ADBIC
216
A.D. Beadell Investment Counsel
Wisconsin
$1.3M -$3.66M -76,529 -73%
AWM
217
Altavista Wealth Management
North Carolina
$1.3M +$153K +3,200 +13%
P
218
Pitcairn
Pennsylvania
$1.29M -$59.5K -1,245 -4%
FTIOP
219
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.27M -$607K -12,693 -31%
GWM
220
Gupta Wealth Management
California
$1.25M -$126K -2,638 -9%
GCC
221
Guardian Capital (Canada)
Ontario, Canada
$1.22M -$26.2K -548 -2%
BCB
222
Brian C. Broderick
$1.21M +$678K +14,174 +117%
LCP
223
Legacy Capital Partners
Wisconsin
$1.2M
AFWA
224
Ancora Family Wealth Advisors
Ohio
$1.19M +$1.24M +25,940 New
1832 Asset Management
225
1832 Asset Management
Ontario, Canada
$1.18M -$6.6K -138 -0.5%

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.