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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
MNA
1
Manning & Napier Advisors
New York
$386M -$60.4M -1,262,235 -13%
FMI
2
Fiduciary Management Inc
Wisconsin
$373M -$2.66M -55,564 -0.7%
Harris Associates
3
Harris Associates
Illinois
$337M -$112M -2,340,514 -24%
Artisan Partners
4
Artisan Partners
Wisconsin
$163M -$1.31M -27,355 -0.8%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$163M +$31.2M +651,591 +23%
Macquarie Group
6
Macquarie Group
Australia
$133M +$1.17M +24,519 +0.9%
Federated Hermes
7
Federated Hermes
Pennsylvania
$129M +$292K +6,104 +0.2%
Wells Fargo
8
Wells Fargo
California
$123M +$2.36M +49,402 +2%
SCM
9
Sterling Capital Management
North Carolina
$118M -$2.1M -43,858 -2%
Capital International Investors
10
Capital International Investors
California
$112M
Mawer Investment Management
11
Mawer Investment Management
Alberta, Canada
$105M +$5.04M +105,337 +5%
Bank of America
12
Bank of America
North Carolina
$94.2M +$75.5M +1,577,858 +332%
Lazard Asset Management
13
Lazard Asset Management
New York
$90.6M +$12.5M +261,073 +15%
HL
14
Harding Loevner
New Jersey
$89.5M +$3.09M +64,541 +3%
CS
15
Credit Suisse
Switzerland
$88.3M -$6.91M -144,471 -7%
RJA
16
Raymond James & Associates
Florida
$82.4M +$2.48M +51,943 +3%
Morgan Stanley
17
Morgan Stanley
New York
$82.2M +$2.09M +43,618 +2%
LWCFA
18
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79.5M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$70.3M +$2.81M +58,785 +4%
ClearBridge Investments
20
ClearBridge Investments
New York
$70.3M -$947K -19,795 -1%
MG
21
Markel Group
Virginia
$61M +$1.06M +22,223 +2%
BBHC
22
Brown Brothers Harriman & Co
New York
$59.4M -$3.12M -65,301 -5%
RRAM
23
River Road Asset Management
Kentucky
$56.3M -$1.72M -35,972 -3%
EHC
24
Everett Harris & Co
California
$56.3M -$110K -2,302 -0.2%
BTS
25
BB&T Securities
Virginia
$55.5M -$436K -9,110 -0.7%

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.