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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
NIC
201
Northwest Investment Counselors
Oregon
$2.29M -$48.5K -813 -2%
UCFA
202
United Capital Financial Advisors
Texas
$2.27M -$227K -3,815 -9%
OFG
203
OTA Financial Group
New York
$2.26M
Connor, Clark & Lunn Investment Management (CC&L)
204
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.18M +$2.14M +35,822 New
VWM
205
Venturi Wealth Management
Texas
$2.14M -$15.3K -256 -0.7%
BlackRock
206
BlackRock
New York
$2.12M +$24.9K +417 +1%
NME
207
Notis-McConarty Edward
$2.1M +$73.4K +1,231 +4%
AIA
208
Avalon Investment & Advisory
Texas
$2.04M +$72.4K +1,214 +4%
NGA
209
Naples Global Advisors
Florida
$2.04M +$21.2K +356 +1%
VNA
210
Valley National Advisers
Pennsylvania
$2.03M -$191K -3,208 -9%
FTIOP
211
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.02M +$544K +9,123 +38%
ANI
212
American National Insurance
Texas
$1.98M
RMAM
213
Raab & Moskowitz Asset Management
New Jersey
$1.96M -$234K -3,928 -11%
AF
214
AMG Funds
Connecticut
$1.94M +$13.8K +231 +0.7%
AL
215
Airain Ltd
Guernsey
$1.94M -$2.04M -34,194 -52%
AWM
216
Altavista Wealth Management
North Carolina
$1.93M -$47K -789 -2%
KIA
217
KCM Investment Advisors
California
$1.92M -$23.8K -400 -1%
AA
218
Ancora Advisors
Ohio
$1.88M -$74.2K -1,245 -4%
EARNEST Partners
219
EARNEST Partners
Georgia
$1.87M +$16.6K +279 +0.9%
WCM
220
Wunderlich Capital Managemnt
Tennessee
$1.83M -$53.8K -902 -3%
SI
221
Stephens Inc
Arkansas
$1.8M +$37.7K +632 +2%
GAM
222
Gotham Asset Management
New York
$1.8M +$2.86K +48 +0.2%
WCM
223
Weik Capital Management
Pennsylvania
$1.77M
AAM
224
Azzad Asset Management
Virginia
$1.73M +$13.8K +232 +0.8%
SFG
225
SevenBridge Financial Group
Pennsylvania
$1.72M +$65.6K +1,101 +4%

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.