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Unilever

636 hedge funds and large institutions have $4.71B invested in Unilever in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $4.74M

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

16% more capital invested

Capital invested by funds: $4.05B → $4.71B (+$657M)

5% more funds holding

Funds holding: 603636 (+33)

0.31% more ownership

Funds ownership: 5.9%6.21% (+0.31%)

7% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 227

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
636
Holders Change
+33
Holders Change %
+5.47%
% of All Funds
13.77%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
80
Increased
211
Reduced
227
Closed
42
Calls
$10.6M
Puts
$4.74M
Net Calls
+$5.91M
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
Fiduciary Management Inc
Wisconsin
$399M +$22M +360,487 +6%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$279M +$102M +1,672,978 +64%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$265M +$157M +2,575,853 +172%
MNG
4
Manning & Napier Group
New York
$244M -$8.62M -141,491 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$209M +$4.94M +81,060 +3%
Lazard Asset Management
6
Lazard Asset Management
New York
$175M +$19.5M +320,477 +13%
Morgan Stanley
7
Morgan Stanley
New York
$171M +$38M +623,292 +31%
HL
8
Harding Loevner
New Jersey
$164M -$1.07M -17,604 -0.7%
Goldman Sachs
9
Goldman Sachs
New York
$138M +$2.39M +39,158 +2%
Ameriprise
10
Ameriprise
Minnesota
$135M -$8.58M -140,908 -6%
Bank of America
11
Bank of America
North Carolina
$119M +$6.09M +100,033 +6%
LWCFA
12
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111M +$834K +13,688 +0.8%
Wells Fargo
13
Wells Fargo
California
$97.8M +$2.2M +36,195 +2%
MG
14
Markel Group
Virginia
$88.2M
Northern Trust
15
Northern Trust
Illinois
$83.7M -$1.9M -31,174 -2%
Capital World Investors
16
Capital World Investors
California
$75M +$70.4M +1,155,556 New
RJA
17
Raymond James & Associates
Florida
$69.4M -$3.18M -52,211 -5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$64.8M +$7.41M +121,691 +14%
ClearBridge Investments
19
ClearBridge Investments
New York
$64.3M -$1.08M -17,698 -2%
PPA
20
Parametric Portfolio Associates
Washington
$53.7M +$846K +13,882 +2%
UBS Group
21
UBS Group
Switzerland
$49.5M -$3M -49,245 -6%
RRAM
22
River Road Asset Management
Kentucky
$45.5M -$1.46M -23,935 -3%
Stifel Financial
23
Stifel Financial
Missouri
$38.6M +$1.08M +17,658 +3%
RMDI
24
R.M. Davis Inc
Maine
$36.5M -$61.3K -1,007 -0.2%
MIS
25
Morningstar Investment Services
Illinois
$36.1M -$854K -14,013 -2%

UL Hedge Fund Activity: Q1 2019 in Review

636 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2019, worth a combined $4.71B — up 16% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new UL positions and 42 closed out — a net gain of 38 holders — while 211 added to existing stakes and 227 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $157M. The largest seller was Deutsche Bank, cutting an estimated $57.1M.

  • 636 institutional investors held Unilever (UL) as of Q1 2019, up from 603 in Q4 2018.
  • Funds reported $4.71B of Unilever stock for Q1 2019, up 16% quarter-over-quarter.
  • 80 funds opened new Unilever positions in Q1 2019 and 42 closed out, a net change of +38 holders.
  • The largest Unilever buyer in Q1 2019 was Arrowstreet Capital, an estimated $157M added.
  • The largest Unilever seller in Q1 2019 was Deutsche Bank, an estimated $57.1M sold.

Based on aggregated 13F filings for Q1 2019.