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.

638 hedge funds and large institutions have $8.19B invested in Unilever NV New York Registry Shares in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 211 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 45

44% more call options, than puts

Call options by funds: $32.5M | Put options by funds: $22.5M

16% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 182

6% more funds holding

Funds holding: 601638 (+37)

3% less capital invested

Capital invested by funds: $8.46B → $8.19B (-$271M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
638
Holders Change
+37
Holders Change %
+6.16%
% of All Funds
12.57%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
93
Increased
211
Reduced
182
Closed
45
Calls
$32.5M
Puts
$22.5M
Net Calls
+$9.94M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
376
Principal Financial Group
Iowa
$353K +$75.5K +1,278 +26%
RG
377
Rathbones Group
United Kingdom
$350K
NSIM
378
North Star Investment Management
Illinois
$345K
PFC
379
Phocas Financial Corp
California
$344K
NA
380
NewEdge Advisors
Louisiana
$343K -$5.43K -92 -2%
AB
381
Atlas Brown
Kentucky
$340K -$16.6K -281 -5%
AWE
382
Avidian Wealth Enterprises
Texas
$339K +$33.6K +569 +11%
PFBT
383
Parkside Financial Bank & Trust
Missouri
$337K +$6.91K +117 +2%
BOPW
384
Brandywine Oak Private Wealth
Pennsylvania
$335K +$12.6K +214 +4%
LCS
385
Levin Capital Strategies
New York
$333K
WA
386
WealthTrust Axiom
Pennsylvania
$333K
AF
387
Advisornet Financial
Minnesota
$331K +$36.2K +613 +12%
CT
388
Chicago Trust
Illinois
$330K -$24.2K -409 -7%
MWM
389
Mission Wealth Management
California
$330K +$17.1K +289 +5%
BAS
390
Brown Advisory Securities
Maryland
$329K -$11.8K -200 -3%
SPIA
391
Steward Partners Investment Advisory
New York
$325K +$2.07K +35 +0.6%
DADC
392
D.A. Davidson & Co
Montana
$324K
HC
393
Henshaw Capital
Massachusetts
$324K -$83.3K -1,410 -20%
OFW
394
Omnia Family Wealth
Florida
$318K +$5.91K +100 +2%
GDP
395
Great Diamond Partners
Maine
$315K +$324K +5,489 New
TFS
396
Thoroughbred Financial Services
Tennessee
$313K
BS
397
Boenning & Scattergood
Pennsylvania
$308K
ST
398
Sabal Trust
Florida
$308K
DHFB
399
Dixon Hubard Feinour & Brown
Virginia
$307K
WKWM
400
Walter & Keenan Wealth Management
Indiana
$305K

UN Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Unilever NV New York Registry Shares (UN) for Q4 2019, worth a combined $8.19B — down 3.2% from $8.46B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new UN positions and 45 closed out — a net gain of 48 holders — while 211 added to existing stakes and 182 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $205M. The largest seller was Tweedy, Browne Co, cutting an estimated $179M.

  • 638 institutional investors held Unilever NV New York Registry Shares (UN) as of Q4 2019, up from 601 in Q3 2019.
  • Funds reported $8.19B of Unilever NV New York Registry Shares stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 93 funds opened new Unilever NV New York Registry Shares positions in Q4 2019 and 45 closed out, a net change of +48 holders.
  • The largest Unilever NV New York Registry Shares buyer in Q4 2019 was Aristotle Capital Management, an estimated $205M added.
  • The largest Unilever NV New York Registry Shares seller in Q4 2019 was Tweedy, Browne Co, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2019.