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Unilever

480 hedge funds and large institutions have $4.88B invested in Unilever in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 199 increasing their positions, 142 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $4.33M

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

40% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 142

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

1% more funds holding

Funds holding: 476480 (+4)

0.08% more ownership

Funds ownership: 7.8%7.87% (+0.08%)

6% less capital invested

Capital invested by funds: $5.2B → $4.88B (-$322M)

Holders
480
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
12.93%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.4%
New
43
Increased
199
Reduced
142
Closed
32
Calls
$15.3M
Puts
$4.33M
Net Calls
+$11M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
1
Harris Associates
Illinois
$468M -$1.76M -35,548 -0.4%
MNA
2
Manning & Napier Advisors
New York
$464M +$115M +2,321,530 +32%
FMI
3
Fiduciary Management Inc
Wisconsin
$396M -$11.6M -234,479 -3%
Artisan Partners
4
Artisan Partners
Wisconsin
$173M -$59.9M -1,211,109 -25%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$140M +$11.4M +229,801 +9%
Macquarie Group
6
Macquarie Group
Australia
$139M +$1.7M +34,351 +1%
Federated Hermes
7
Federated Hermes
Pennsylvania
$136M +$59.9K +1,212 +0%
Wells Fargo
8
Wells Fargo
California
$127M +$961K +19,438 +0.7%
SCM
9
Sterling Capital Management
North Carolina
$126M -$6.06M -122,558 -4%
Capital International Investors
10
Capital International Investors
California
$118M
Mawer Investment Management
11
Mawer Investment Management
Alberta, Canada
$105M +$2.29M +46,363 +2%
CS
12
Credit Suisse
Switzerland
$100M +$4.2M +84,925 +4%
HL
13
Harding Loevner
New Jersey
$91.2M +$32.1M +649,605 +53%
Morgan Stanley
14
Morgan Stanley
New York
$84.5M +$1.17M +23,640 +1%
RJA
15
Raymond James & Associates
Florida
$84.3M +$8.51M +172,165 +11%
Lazard Asset Management
16
Lazard Asset Management
New York
$82.8M +$2.63M +53,108 +3%
LWCFA
17
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79.5M -$777K -15,722 -0.9%
ClearBridge Investments
18
ClearBridge Investments
New York
$75M -$877K -17,749 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$71.2M +$2.65M +53,534 +4%
MAA
20
Managed Account Advisors
New Jersey
$65.8M +$279K +5,636 +0.4%
BBHC
21
Brown Brothers Harriman & Co
New York
$65.7M -$2.61M -52,881 -4%
MG
22
Markel Group
Virginia
$63.2M +$483K +9,777 +0.8%
RRAM
23
River Road Asset Management
Kentucky
$61.1M -$441K -8,930 -0.7%
EHC
24
Everett Harris & Co
California
$59.4M -$10.6K -214 -0%
BTS
25
BB&T Securities
Virginia
$58.9M -$234K -4,743 -0.4%

UL Hedge Fund Activity: Q2 2015 in Review

480 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2015, worth a combined $4.88B — down 6.2% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UL positions and 32 closed out — a net gain of 11 holders — while 199 added to existing stakes and 142 trimmed.

The largest buyer was Manning & Napier Advisors, adding an estimated $115M. The largest seller was Artisan Partners, cutting an estimated $59.9M.

  • 480 institutional investors held Unilever (UL) as of Q2 2015, up from 476 in Q1 2015.
  • Funds reported $4.88B of Unilever stock for Q2 2015, down 6.2% quarter-over-quarter.
  • 43 funds opened new Unilever positions in Q2 2015 and 32 closed out, a net change of +11 holders.
  • The largest Unilever buyer in Q2 2015 was Manning & Napier Advisors, an estimated $115M added.
  • The largest Unilever seller in Q2 2015 was Artisan Partners, an estimated $59.9M sold.

Based on aggregated 13F filings for Q2 2015.