Unilever
509 hedge funds and large institutions have $5.04B invested in Unilever in 2015 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 208 increasing their positions, 152 reducing their positions, and 29 closing their positions.
99% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $5.22M
83% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 29
37% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 152
11% more capital invested
Capital invested by funds: $4.54B → $5.04B (+$502M)
4% more funds holding
Funds holding: 489 → 509 (+20)
0.4% more ownership
Funds ownership: 7.71% → 8.11% (+0.4%)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USSCPF
United States Steel & Carnegie Pension Fund
New York
|
+$104M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$93.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$59.4M |
| 4 |
Goldman Sachs
New York
|
+$13.1M |
| 5 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$41.8M |
| 2 |
ST
Sabal Trust
St. Petersburg,
Florida
|
-$22.9M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$18.7M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$12.6M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$9.33M |
UL Hedge Fund Activity: Q4 2015 in Review
509 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2015, worth a combined $5.04B — up 11% from $4.54B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new UL positions and 29 closed out — a net gain of 24 holders — while 208 added to existing stakes and 152 trimmed.
The largest buyer was United States Steel & Carnegie Pension Fund, opening a new position worth an estimated $104M. The largest seller was Credit Suisse, cutting an estimated $41.8M.
- 509 institutional investors held Unilever (UL) as of Q4 2015, up from 489 in Q3 2015.
- Funds reported $5.04B of Unilever stock for Q4 2015, up 11% quarter-over-quarter.
- 53 funds opened new Unilever positions in Q4 2015 and 29 closed out, a net change of +24 holders.
- The largest Unilever buyer in Q4 2015 was United States Steel & Carnegie Pension Fund, an estimated $104M added.
- The largest Unilever seller in Q4 2015 was Credit Suisse, an estimated $41.8M sold.
Based on aggregated 13F filings for Q4 2015.