We are live on ! Find out more
UN

Unilever NV New York Registry Shares
UN

Delisted

UN was delisted on the 27th of November, 2020.

549 hedge funds and large institutions have $8.3B invested in Unilever NV New York Registry Shares in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 182 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

26% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $35.8M

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

3% more capital invested

Capital invested by funds: $8.04B → $8.3B (+$259M)

0% more funds holding

Funds holding: 549549 (0)

2% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 182

Holders
549
Holders Change
Holders Change %
0%
% of All Funds
12.58%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.28%
New
53
Increased
178
Reduced
182
Closed
49
Calls
$45.3M
Puts
$35.8M
Net Calls
+$9.46M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
226
Atria Investments
North Carolina
$918K -$24.2K -440 -3%
BAM
227
Berkshire Asset Management
Pennsylvania
$911K -$10.9K -198 -1%
WJA
228
Williams Jones & Associates
New York
$909K -$15.1K -275 -2%
BRWA
229
B. Riley Wealth Advisors
Florida
$908K -$402K -7,310 -31%
EMG
230
Ellington Management Group
Connecticut
$902K +$879K +16,000 New
TAM
231
Tyers Asset Management
Texas
$897K
CFMC
232
Curbstone Financial Management Corp
New Hampshire
$859K +$412K +7,495 +97%
S
233
SimplyRich
California
$854K
AAM
234
Advisors Asset Management
Colorado
$851K -$93.8K -1,707 -9%
Mariner
235
Mariner
Kansas
$847K -$122K -2,211 -13%
DCM
236
Dynamic Capital Management
Jersey
$845K +$824K +14,991 New
CCA
237
Checchi Capital Advisers
California
$832K +$6.71K +122 +0.8%
DnB Asset Management
238
DnB Asset Management
Norway
$824K -$33K -600 -4%
SCM
239
Stonebridge Capital Management
California
$821K -$8.24K -150 -1%
SG Americas Securities
240
SG Americas Securities
New York
$817K -$2.15M -39,181 -73%
Creative Planning
241
Creative Planning
Kansas
$816K +$141K +2,568 +22%
ARTA
242
A.R.T. Advisors
New York
$811K -$1.98M -36,000 -71%
CS
243
Credential Securities
$798K -$17.4K -316 -2%
DWA
244
Douglass Winthrop Advisors
New York
$789K +$38.2K +695 +5%
UCFA
245
United Capital Financial Advisors
Texas
$784K +$82.2K +1,495 +12%
WSFS
246
Wilmington Savings Fund Society
Delaware
$778K -$103K -1,883 -12%
RJT
247
Raymond James Trust
Florida
$769K -$94.3K -1,716 -11%
TCM
248
Tradition Capital Management
New Jersey
$762K
CG
249
Caprock Group
Idaho
$759K -$121K -2,207 -14%
SGI
250
Summit Global Investments
Utah
$758K +$739K +13,440 New

UN Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Unilever NV New York Registry Shares (UN) for Q1 2018, worth a combined $8.3B — up 3.2% from $8.04B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UN positions and 49 closed out — a net gain of 4 holders — while 178 added to existing stakes and 182 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Fidelity Investments, cutting an estimated $83.3M.

  • 549 institutional investors held Unilever NV New York Registry Shares (UN) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $8.3B of Unilever NV New York Registry Shares stock for Q1 2018, up 3.2% quarter-over-quarter.
  • 53 funds opened new Unilever NV New York Registry Shares positions in Q1 2018 and 49 closed out, a net change of +4 holders.
  • The largest Unilever NV New York Registry Shares buyer in Q1 2018 was Wellington Management Group, an estimated $216M added.
  • The largest Unilever NV New York Registry Shares seller in Q1 2018 was Fidelity Investments, an estimated $83.3M sold.

Based on aggregated 13F filings for Q1 2018.