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Unilever

633 hedge funds and large institutions have $5.12B invested in Unilever in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 211 increasing their positions, 233 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $9.61M | Put options by funds: $6.48M

16% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 43

9% more capital invested

Capital invested by funds: $4.71B → $5.12B (+$417M)

0.09% more ownership

Funds ownership: 6.21%6.3% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% less funds holding

Funds holding: 636633 (-3)

9% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 233

Holders
633
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
13.75%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
50
Increased
211
Reduced
233
Closed
43
Calls
$9.61M
Puts
$6.48M
Net Calls
+$3.12M
Net Calls Change
-$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
Fiduciary Management Inc
Wisconsin
$427M -$2.18M -32,178 -0.5%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$301M +$16.4M +241,836 +6%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$258M -$40.9M -602,311 -14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$224M -$419K -6,180 -0.2%
MNG
5
Manning & Napier Group
New York
$216M -$44.2M -651,795 -17%
Morgan Stanley
6
Morgan Stanley
New York
$187M +$3.43M +50,500 +2%
Lazard Asset Management
7
Lazard Asset Management
New York
$187M -$1.36M -19,989 -0.7%
HL
8
Harding Loevner
New Jersey
$171M -$5.3M -78,029 -3%
Goldman Sachs
9
Goldman Sachs
New York
$163M +$14.6M +215,022 +10%
Ameriprise
10
Ameriprise
Minnesota
$142M -$3.65M -53,741 -3%
Bank of America
11
Bank of America
North Carolina
$126M -$2.2M -32,455 -2%
LWCFA
12
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$119M -$644K -9,494 -0.6%
Deutsche Bank
13
Deutsche Bank
Germany
$117M +$101M +1,483,146 +748%
Wells Fargo
14
Wells Fargo
California
$104M -$1.39M -20,407 -1%
MG
15
Markel Group
Virginia
$94.7M
Northern Trust
16
Northern Trust
Illinois
$90M +$126K +1,862 +0.1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$84.4M +$14.5M +213,828 +21%
Capital World Investors
18
Capital World Investors
California
$80.6M
ClearBridge Investments
19
ClearBridge Investments
New York
$80M +$10.7M +158,014 +16%
RJA
20
Raymond James & Associates
Florida
$75.7M +$1.2M +17,637 +2%
PPA
21
Parametric Portfolio Associates
Washington
$58.7M +$964K +14,202 +2%
UBS Group
22
UBS Group
Switzerland
$50.8M -$2.37M -34,923 -5%
RRAM
23
River Road Asset Management
Kentucky
$45.5M -$3.2M -47,181 -7%
Stifel Financial
24
Stifel Financial
Missouri
$40.6M -$706K -10,408 -2%
Jane Street
25
Jane Street
New York
$39.9M +$34.5M +508,091 +807%

UL Hedge Fund Activity: Q2 2019 in Review

633 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2019, worth a combined $5.12B — up 8.9% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UL positions and 43 closed out — a net gain of 7 holders — while 211 added to existing stakes and 233 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $101M. The largest seller was Manning & Napier Group, cutting an estimated $44.2M.

  • 633 institutional investors held Unilever (UL) as of Q2 2019, down from 636 in Q1 2019.
  • Funds reported $5.12B of Unilever stock for Q2 2019, up 8.9% quarter-over-quarter.
  • 50 funds opened new Unilever positions in Q2 2019 and 43 closed out, a net change of +7 holders.
  • The largest Unilever buyer in Q2 2019 was Deutsche Bank, an estimated $101M added.
  • The largest Unilever seller in Q2 2019 was Manning & Napier Group, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2019.