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Unilever

603 hedge funds and large institutions have $4.05B invested in Unilever in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 181 increasing their positions, 216 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.53M

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

3% more funds holding

Funds holding: 588603 (+15)

0.29% less ownership

Funds ownership: 6.19%5.9% (-0.29%)

10% less capital invested

Capital invested by funds: $4.52B → $4.05B (-$468M)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 216

Holders
603
Holders Change
+15
Holders Change %
+2.55%
% of All Funds
13.44%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
80
Increased
181
Reduced
216
Closed
60
Calls
$11.2M
Puts
$3.53M
Net Calls
+$7.71M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
Fiduciary Management Inc
Wisconsin
$340M -$5.41M -89,753 -2%
MNG
2
Manning & Napier Group
New York
$229M -$28.7M -476,775 -11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$184M +$10.7M +177,451 +6%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$154M -$10.7M -177,689 -6%
HL
5
Harding Loevner
New Jersey
$150M -$6.13M -101,781 -4%
Lazard Asset Management
6
Lazard Asset Management
New York
$140M +$931K +15,449 +0.7%
Ameriprise
7
Ameriprise
Minnesota
$131M -$2.02M -33,575 -1%
Goldman Sachs
8
Goldman Sachs
New York
$123M +$51.8M +859,891 +70%
Morgan Stanley
9
Morgan Stanley
New York
$118M +$5.11M +84,740 +4%
Bank of America
10
Bank of America
North Carolina
$102M -$4.19M -69,580 -4%
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100M +$2.06M +34,251 +2%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$88.2M +$62.7M +1,039,899 +225%
Wells Fargo
13
Wells Fargo
California
$86.4M -$2.79M -46,363 -3%
MG
14
Markel Group
Virginia
$79.8M
Northern Trust
15
Northern Trust
Illinois
$77.6M -$3.38M -56,016 -4%
Deutsche Bank
16
Deutsche Bank
Germany
$66.7M +$1.88M +31,257 +3%
RJA
17
Raymond James & Associates
Florida
$65.9M -$2.84M -47,058 -4%
ClearBridge Investments
18
ClearBridge Investments
New York
$59.2M +$3.93M +65,185 +7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$51.5M +$1.8M +29,801 +4%
PPA
20
Parametric Portfolio Associates
Washington
$47.8M -$2.26M -37,541 -4%
UBS Group
21
UBS Group
Switzerland
$47.7M -$34.1K -566 -0.1%
RRAM
22
River Road Asset Management
Kentucky
$42.6M -$3.51M -58,260 -7%
Harris Associates
23
Harris Associates
Illinois
$40.8M -$392M -6,507,521 -90%
Jane Street
24
Jane Street
New York
$39.7M +$34.6M +574,217 +580%
JP Morgan Chase
25
JP Morgan Chase
New York
$35.6M +$34.3M +569,788 +1,579%