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Unilever

514 hedge funds and large institutions have $5.42B invested in Unilever in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 198 increasing their positions, 174 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

14% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 174

7% more capital invested

Capital invested by funds: $5.05B → $5.42B (+$370M)

2% more funds holding

Funds holding: 504514 (+10)

0.09% more ownership

Funds ownership: 7.75%7.84% (+0.09%)

43% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $50M

Holders
514
Holders Change
+10
Holders Change %
+1.98%
% of All Funds
13.71%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
46
Increased
198
Reduced
174
Closed
32
Calls
$28.5M
Puts
$50M
Net Calls
-$21.5M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Change in
Stake
MNA
1
Manning & Napier Advisors
New York
$542M -$49.1M -956,466 -9%
FMI
2
Fiduciary Management Inc
Wisconsin
$367M -$12M -233,994 -3%
Macquarie Group
3
Macquarie Group
Australia
$300M +$141M +2,739,740 +97%
Harris Associates
4
Harris Associates
Illinois
$274M -$34.8M -677,685 -12%
Federated Hermes
5
Federated Hermes
Pennsylvania
$184M +$23.1M +450,639 +15%
Wells Fargo
6
Wells Fargo
California
$183M +$8.43M +164,251 +5%
Artisan Partners
7
Artisan Partners
Wisconsin
$172M -$17.6M -343,457 -10%
Bank of America
8
Bank of America
North Carolina
$148M +$23.1M +450,223 +20%
Mawer Investment Management
9
Mawer Investment Management
Alberta, Canada
$142M -$6.88M -133,996 -5%
Capital International Investors
10
Capital International Investors
California
$131M
Lazard Asset Management
11
Lazard Asset Management
New York
$119M +$2.83M +55,041 +3%
SCM
12
Sterling Capital Management
North Carolina
$114M -$2.71M -52,716 -2%
RJA
13
Raymond James & Associates
Florida
$110M +$7.15M +139,177 +7%
Morgan Stanley
14
Morgan Stanley
New York
$110M +$5.23M +101,841 +5%
HL
15
Harding Loevner
New Jersey
$108M +$337K +6,565 +0.3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$95M +$2.8M +54,534 +3%
LWCFA
17
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.5M -$337K -6,565 -0.4%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$84.7M -$46.7M -909,730 -37%
MG
19
Markel Group
Virginia
$73.2M +$77.6K +1,511 +0.1%
ClearBridge Investments
20
ClearBridge Investments
New York
$70.8M -$6.02M -117,207 -8%
EHC
21
Everett Harris & Co
California
$66.1M +$85.8K +1,671 +0.1%
BBHC
22
Brown Brothers Harriman & Co
New York
$65.1M -$1.79M -34,772 -3%
BTS
23
BB&T Securities
Virginia
$61.3M +$332K +6,472 +0.6%
UBS Group
24
UBS Group
Switzerland
$57.7M -$2.1M -40,874 -4%
CGT
25
Capital Guardian Trust
California
$56.7M +$1.38M +26,977 +3%

UL Hedge Fund Activity: Q2 2016 in Review

514 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2016, worth a combined $5.42B — up 7.3% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new UL positions and 32 closed out — a net gain of 14 holders — while 198 added to existing stakes and 174 trimmed.

The largest buyer was Macquarie Group, adding an estimated $141M. The largest seller was Manning & Napier Advisors, cutting an estimated $49.1M.

  • 514 institutional investors held Unilever (UL) as of Q2 2016, up from 504 in Q1 2016.
  • Funds reported $5.42B of Unilever stock for Q2 2016, up 7.3% quarter-over-quarter.
  • 46 funds opened new Unilever positions in Q2 2016 and 32 closed out, a net change of +14 holders.
  • The largest Unilever buyer in Q2 2016 was Macquarie Group, an estimated $141M added.
  • The largest Unilever seller in Q2 2016 was Manning & Napier Advisors, an estimated $49.1M sold.

Based on aggregated 13F filings for Q2 2016.