Unilever
602 hedge funds and large institutions have $4.95B invested in Unilever in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 203 increasing their positions, 222 reducing their positions, and 61 closing their positions.
37% more call options, than puts
Call options by funds: $15.4M | Put options by funds: $11.2M
5% more capital invested
Capital invested by funds: $4.7B → $4.95B (+$249M)
0.31% more ownership
Funds ownership: 6.11% → 6.43% (+0.31%)
2% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 61
9% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 222
1% less funds holding
Funds holding: 609 → 602 (-7)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$270M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$85.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$74.1M |
| 4 |
JP Morgan Chase
New York
|
+$34.6M |
| 5 |
Renaissance Technologies
New York
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$170M |
| 2 |
Morgan Stanley
New York
|
-$22.5M |
| 3 |
MP
Manikay Partners
New York
|
-$22.1M |
| 4 |
RG
Renaissance Group
Covington,
Kentucky
|
-$17.5M |
| 5 |
Two Sigma Investments
New York
|
-$16.1M |
UL Hedge Fund Activity: Q1 2018 in Review
602 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2018, worth a combined $4.95B — up 5.3% from $4.7B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of UL and 60 opened new positions — a net loss of 1 holder — while 222 trimmed existing stakes and 203 added.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $270M. The largest seller was Mawer Investment Management, cutting an estimated $170M.
- 602 institutional investors held Unilever (UL) as of Q1 2018, down from 609 in Q4 2017.
- Funds reported $4.95B of Unilever stock for Q1 2018, up 5.3% quarter-over-quarter.
- 60 funds opened new Unilever positions in Q1 2018 and 61 closed out, a net change of -1 holder.
- The largest Unilever buyer in Q1 2018 was Hotchkis & Wiley Capital Management, an estimated $270M added.
- The largest Unilever seller in Q1 2018 was Mawer Investment Management, an estimated $170M sold.
Based on aggregated 13F filings for Q1 2018.