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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
MNBTD
201
Moody National Bank Trust Division
Texas
$1.87M +$1.9M +30,169 New
OSNBOA
202
Old Second National Bank of Aurora
Illinois
$1.86M +$19.6K +311 +1%
SFG
203
SevenBridge Financial Group
Pennsylvania
$1.85M +$26.1K +414 +1%
WTC
204
WhitTier Trust Company
Nevada
$1.84M
HSBC Holdings
205
HSBC Holdings
United Kingdom
$1.84M -$14.5K -230 -0.8%
FTIOP
206
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.79M -$3.34K -53 -0.2%
AFM
207
Andesa Financial Management
Pennsylvania
$1.76M +$32.8K +520 +2%
FCI
208
Financial Counselors Inc
Kansas
$1.75M -$2.27K -36 -0.1%
Invesco
209
Invesco
Georgia
$1.73M +$53.9K +854 +3%
NBG
210
Nancy B. Gardiner
$1.72M +$918K +14,547 +110%
WAM
211
World Asset Management
Michigan
$1.67M -$349K -5,537 -17%
TL
212
Tirschwell & Loewy
New York
$1.67M -$449K -7,111 -21%
Geode Capital Management
213
Geode Capital Management
Massachusetts
$1.66M +$123K +1,953 +8%
CPA
214
Court Place Advisors
Maryland
$1.55M
BS
215
Banco Santander
Spain
$1.54M -$110K -1,743 -7%
AA
216
Ancora Advisors
Ohio
$1.54M -$78.5K -1,244 -5%
MML Investors Services
217
MML Investors Services
Massachusetts
$1.5M +$362K +5,732 +31%
PAM
218
Paradigm Asset Management
New York
$1.49M
SAM
219
Smithbridge Asset Management
Pennsylvania
$1.48M +$5.05K +80 +0.3%
RJT
220
Raymond James Trust
Florida
$1.48M -$13.3K -211 -0.9%
BA
221
Bennicas & Associates
California
$1.42M
HI
222
Harrington Investments
California
$1.41M -$70.6K -1,120 -5%
RCM
223
Radnor Capital Management
Pennsylvania
$1.41M +$47.6K +755 +3%
RFA
224
Reilly Financial Advisors
California
$1.41M +$50.5K +800 +4%
CIP
225
Capital Insight Partners
Arizona
$1.39M -$213K -3,375 -13%

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.