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Unilever

588 hedge funds and large institutions have $4.52B invested in Unilever in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 185 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $6.53M

0% less ownership

Funds ownership: 6.19%6.19% (-0%)

3% less capital invested

Capital invested by funds: $4.65B → $4.52B (-$131M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

1% less funds holding

Funds holding: 596588 (-8)

16% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 221

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
588
Holders Change
-8
Holders Change %
-1.34%
% of All Funds
13.44%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
44
Increased
185
Reduced
221
Closed
48
Calls
$16.1M
Puts
$6.53M
Net Calls
+$9.53M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
1
Harris Associates
Illinois
$445M +$128K +2,025 +0%
FMI
2
Fiduciary Management Inc
Wisconsin
$364M -$12.4M -195,898 -3%
MNG
3
Manning & Napier Group
New York
$270M -$8.74M -138,510 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$183M +$6.64M +105,204 +4%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$173M +$577K +9,155 +0.3%
HL
6
Harding Loevner
New Jersey
$164M -$114K -1,809 -0.1%
Ameriprise
7
Ameriprise
Minnesota
$150M -$3.94M -62,463 -3%
Lazard Asset Management
8
Lazard Asset Management
New York
$146M +$1.64M +26,042 +1%
Morgan Stanley
9
Morgan Stanley
New York
$119M -$5.8M -91,951 -5%
Bank of America
10
Bank of America
North Carolina
$111M +$21M +333,595 +23%
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$103M -$275K -4,364 -0.3%
Wells Fargo
12
Wells Fargo
California
$93.8M +$2.55M +40,487 +3%
Northern Trust
13
Northern Trust
Illinois
$85.1M +$2.43M +38,484 +3%
MG
14
Markel Group
Virginia
$84M
Goldman Sachs
15
Goldman Sachs
New York
$76M -$36.4M -577,014 -32%
RJA
16
Raymond James & Associates
Florida
$72.2M -$1.2M -18,959 -2%
Deutsche Bank
17
Deutsche Bank
Germany
$68.3M +$2.72M +43,055 +4%
ClearBridge Investments
18
ClearBridge Investments
New York
$58.3M -$6.13M -97,119 -9%
Capital International Investors
19
Capital International Investors
California
$53.9M -$378 -6 -0%
PPA
20
Parametric Portfolio Associates
Washington
$52.6M +$2.3M +36,448 +4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$52.3M +$831K +13,181 +2%
UBS Group
22
UBS Group
Switzerland
$50.3M -$1.43M -22,659 -3%
RRAM
23
River Road Asset Management
Kentucky
$48.4M -$4.94M -78,264 -9%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$42.6M +$24.7K +391 +0.1%
BBHC
25
Brown Brothers Harriman & Co
New York
$42.4M -$1.29M -20,528 -3%

UL Hedge Fund Activity: Q3 2018 in Review

588 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2018, worth a combined $4.52B — down 2.8% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of UL and 44 opened new positions — a net loss of 4 holders — while 221 trimmed existing stakes and 185 added.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $24.8M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 588 institutional investors held Unilever (UL) as of Q3 2018, down from 596 in Q2 2018.
  • Funds reported $4.52B of Unilever stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 44 funds opened new Unilever positions in Q3 2018 and 48 closed out, a net change of -4 holders.
  • The largest Unilever buyer in Q3 2018 was AllianceBernstein, an estimated $24.8M added.
  • The largest Unilever seller in Q3 2018 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2018.