Unilever
683 hedge funds and large institutions have $4.55B invested in Unilever in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 233 increasing their positions, 235 reducing their positions, and 56 closing their positions.
79% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 56
6% more funds holding
Funds holding: 644 → 683 (+39)
0.08% less ownership
Funds ownership: 6.14% → 6.06% (-0.08%)
1% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 235
6% less capital invested
Capital invested by funds: $4.84B → $4.55B (-$293M)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
59% less call options, than puts
Call options by funds: $5.75M | Put options by funds: $14.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$69M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$55.4M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$22.8M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$22.7M |
| 5 |
Jane Street
New York
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$94.4M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$39.3M |
| 3 |
Lazard Asset Management
New York
|
-$34.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$34.3M |
| 5 |
MNG
Manning & Napier Group
Fairport,
New York
|
-$23.1M |
UL Hedge Fund Activity: Q4 2019 in Review
683 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2019, worth a combined $4.55B — down 6% from $4.84B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new UL positions and 56 closed out — a net gain of 44 holders — while 233 added to existing stakes and 235 trimmed.
The largest buyer was Norges Bank, adding an estimated $69M. The largest seller was Arrowstreet Capital, cutting an estimated $94.4M.
- 683 institutional investors held Unilever (UL) as of Q4 2019, up from 644 in Q3 2019.
- Funds reported $4.55B of Unilever stock for Q4 2019, down 6% quarter-over-quarter.
- 100 funds opened new Unilever positions in Q4 2019 and 56 closed out, a net change of +44 holders.
- The largest Unilever buyer in Q4 2019 was Norges Bank, an estimated $69M added.
- The largest Unilever seller in Q4 2019 was Arrowstreet Capital, an estimated $94.4M sold.
Based on aggregated 13F filings for Q4 2019.