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Unilever

550 hedge funds and large institutions have $5.13B invested in Unilever in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 230 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $9.34M

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1% less funds holding

Funds holding: 555550 (-5)

1% less ownership

Funds ownership: 7.59%6.59% (-1%)

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

5% less capital invested

Capital invested by funds: $5.43B → $5.13B (-$294M)

26% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 230

Holders
550
Holders Change
-5
Holders Change %
-0.9%
% of All Funds
13.71%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
43
Increased
171
Reduced
230
Closed
44
Calls
$19.6M
Puts
$9.34M
Net Calls
+$10.2M
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
1
Harris Associates
Illinois
$420M -$50.4M -845,039 -11%
MNA
2
Manning & Napier Advisors
New York
$384M -$92.9M -1,557,991 -20%
FMI
3
Fiduciary Management Inc
Wisconsin
$285M -$284M -4,758,585 -50%
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$212M +$4.22M +70,754 +2%
Lazard Asset Management
5
Lazard Asset Management
New York
$153M +$381K +6,383 +0.3%
Artisan Partners
6
Artisan Partners
Wisconsin
$143M -$47.8M -801,173 -25%
HL
7
Harding Loevner
New Jersey
$141M +$8M +134,195 +6%
Morgan Stanley
8
Morgan Stanley
New York
$139M +$2.15M +36,021 +2%
Ameriprise
9
Ameriprise
Minnesota
$128M -$6.31M -105,869 -5%
Jane Street
10
Jane Street
New York
$128M +$12.8M +215,113 +11%
Bank of America
11
Bank of America
North Carolina
$108M +$5.66M +95,008 +6%
LWCFA
12
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107M -$4.87M -81,680 -5%
Goldman Sachs
13
Goldman Sachs
New York
$99.4M +$31.4M +526,625 +48%
Wells Fargo
14
Wells Fargo
California
$99.4M -$7.75M -129,976 -7%
MG
15
Markel Group
Virginia
$82.7M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$81.4M -$1.74M -29,108 -2%
Northern Trust
17
Northern Trust
Illinois
$76.8M +$225K +3,778 +0.3%
RJA
18
Raymond James & Associates
Florida
$72.4M -$6.56M -110,012 -8%
EHC
19
Everett Harris & Co
California
$71.8M -$387K -6,499 -0.5%
ClearBridge Investments
20
ClearBridge Investments
New York
$67.1M -$1.6M -26,763 -2%
BBHC
21
Brown Brothers Harriman & Co
New York
$66.1M -$4.54M -76,122 -7%
RRAM
22
River Road Asset Management
Kentucky
$64.2M -$12.7M -213,201 -17%
USSCPF
23
United States Steel & Carnegie Pension Fund
New York
$58.4M -$1.14M -19,128 -2%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$57.6M -$33.8M -567,684 -38%
CAM
25
CGOV Asset Management
Ontario, Canada
$56.3M -$19.2M -321,484 -31%

UL Hedge Fund Activity: Q2 2017 in Review

550 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2017, worth a combined $5.13B — down 5.4% from $5.43B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UL and 43 opened new positions — a net loss of 1 holder — while 230 trimmed existing stakes and 171 added.

The largest buyer was Goldman Sachs, adding an estimated $31.4M. The largest seller was Fiduciary Management Inc, cutting an estimated $284M.

  • 550 institutional investors held Unilever (UL) as of Q2 2017, down from 555 in Q1 2017.
  • Funds reported $5.13B of Unilever stock for Q2 2017, down 5.4% quarter-over-quarter.
  • 43 funds opened new Unilever positions in Q2 2017 and 44 closed out, a net change of -1 holder.
  • The largest Unilever buyer in Q2 2017 was Goldman Sachs, an estimated $31.4M added.
  • The largest Unilever seller in Q2 2017 was Fiduciary Management Inc, an estimated $284M sold.

Based on aggregated 13F filings for Q2 2017.