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Unilever

504 hedge funds and large institutions have $5.05B invested in Unilever in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 202 increasing their positions, 169 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $4.94M

20% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 169

3% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 38

0.36% less ownership

Funds ownership: 8.11%7.75% (-0.36%)

1% less capital invested

Capital invested by funds: $5.08B → $5.05B (-$30M)

1% less funds holding

Funds holding: 508504 (-4)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
504
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
13.43%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
39
Increased
202
Reduced
169
Closed
38
Calls
$18.5M
Puts
$4.94M
Net Calls
+$13.5M
Net Calls Change
+$8.39M
Name Holding Trade Value Shares
Change
Change in
Stake
MNA
1
Manning & Napier Advisors
New York
$560M +$34.2M +702,624 +7%
FMI
2
Fiduciary Management Inc
Wisconsin
$358M -$34M -698,856 -9%
Harris Associates
3
Harris Associates
Illinois
$293M -$64.2M -1,319,777 -19%
Artisan Partners
4
Artisan Partners
Wisconsin
$179M +$2.35M +48,400 +1%
Wells Fargo
5
Wells Fargo
California
$164M +$16M +329,013 +11%
Federated Hermes
6
Federated Hermes
Pennsylvania
$150M +$15.9M +326,053 +12%
Macquarie Group
7
Macquarie Group
Australia
$144M -$2.74M -56,330 -2%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$141M +$11.6M +239,119 +9%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$126M -$111M -2,279,459 -48%
Capital International Investors
10
Capital International Investors
California
$124M
Bank of America
11
Bank of America
North Carolina
$117M +$6.16M +126,558 +6%
SCM
12
Sterling Capital Management
North Carolina
$110M -$13M -267,296 -11%
Lazard Asset Management
13
Lazard Asset Management
New York
$109M +$3.07M +63,106 +3%
HL
14
Harding Loevner
New Jersey
$102M +$5.44M +111,851 +6%
Morgan Stanley
15
Morgan Stanley
New York
$98.2M +$8.87M +182,372 +10%
RJA
16
Raymond James & Associates
Florida
$97.1M +$4.01M +82,331 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$86.9M +$1.41M +28,935 +2%
LWCFA
18
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$86.7M +$302K +6,203 +0.4%
ClearBridge Investments
19
ClearBridge Investments
New York
$72.7M -$2.56M -52,654 -4%
MG
20
Markel Group
Virginia
$68.9M +$169K +3,467 +0.3%
BBHC
21
Brown Brothers Harriman & Co
New York
$63.2M -$210K -4,310 -0.3%
EHC
22
Everett Harris & Co
California
$62.3M +$21.2K +435 +0%
BTS
23
BB&T Securities
Virginia
$57.5M -$4.05M -83,323 -7%
UBS Group
24
UBS Group
Switzerland
$56.5M +$418K +8,588 +0.8%
CGT
25
Capital Guardian Trust
California
$52.1M -$2.55M -52,502 -5%