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Unilever

644 hedge funds and large institutions have $4.84B invested in Unilever in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 222 increasing their positions, 229 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $6.32M

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

2% more funds holding

Funds holding: 633644 (+11)

0.16% less ownership

Funds ownership: 6.3%6.14% (-0.16%)

3% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 229

6% less capital invested

Capital invested by funds: $5.12B → $4.84B (-$283M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
644
Holders Change
+11
Holders Change %
+1.74%
% of All Funds
14.12%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
54
Increased
222
Reduced
229
Closed
40
Calls
$11.7M
Puts
$6.32M
Net Calls
+$5.34M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
Fiduciary Management Inc
Wisconsin
$397M -$16.6M -240,079 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$226M +$9.44M +136,260 +4%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$222M -$28.9M -417,689 -11%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$216M -$78M -1,125,841 -26%
MNG
5
Manning & Napier Group
New York
$201M -$8.76M -126,425 -4%
Morgan Stanley
6
Morgan Stanley
New York
$199M +$17.9M +259,013 +10%
Lazard Asset Management
7
Lazard Asset Management
New York
$180M -$1.46M -21,101 -0.8%
HL
8
Harding Loevner
New Jersey
$160M -$5.84M -84,296 -3%
Goldman Sachs
9
Goldman Sachs
New York
$147M -$11.5M -166,235 -7%
Ameriprise
10
Ameriprise
Minnesota
$140M +$3.85M +55,576 +3%
Bank of America
11
Bank of America
North Carolina
$124M +$2.25M +32,531 +2%
LWCFA
12
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115M -$18.2K -263 -0%
Wells Fargo
13
Wells Fargo
California
$95.2M -$5.37M -77,530 -5%
MG
14
Markel Group
Virginia
$91.8M
Northern Trust
15
Northern Trust
Illinois
$87M -$249K -3,589 -0.3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$86.2M +$4.48M +64,633 +5%
Capital World Investors
17
Capital World Investors
California
$78.1M
ClearBridge Investments
18
ClearBridge Investments
New York
$76.4M -$1.28M -18,544 -2%
RJA
19
Raymond James & Associates
Florida
$75.9M +$2.54M +36,655 +3%
PPA
20
Parametric Portfolio Associates
Washington
$59.3M +$2.39M +34,533 +4%
UBS Group
21
UBS Group
Switzerland
$48.1M -$1.14M -16,449 -2%
RRAM
22
River Road Asset Management
Kentucky
$46.9M +$2.81M +40,528 +6%
First Trust Advisors
23
First Trust Advisors
Illinois
$45.2M +$12.1M +175,055 +35%
Stifel Financial
24
Stifel Financial
Missouri
$39.5M +$30.5K +440 +0.1%
RMDI
25
R.M. Davis Inc
Maine
$38.5M +$511K +7,376 +1%

UL Hedge Fund Activity: Q3 2019 in Review

644 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2019, worth a combined $4.84B — down 5.5% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new UL positions and 40 closed out — a net gain of 14 holders — while 222 added to existing stakes and 229 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $28.5M. The largest seller was Deutsche Bank, cutting an estimated $103M.

  • 644 institutional investors held Unilever (UL) as of Q3 2019, up from 633 in Q2 2019.
  • Funds reported $4.84B of Unilever stock for Q3 2019, down 5.5% quarter-over-quarter.
  • 54 funds opened new Unilever positions in Q3 2019 and 40 closed out, a net change of +14 holders.
  • The largest Unilever buyer in Q3 2019 was Norges Bank, an estimated $28.5M added.
  • The largest Unilever seller in Q3 2019 was Deutsche Bank, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2019.