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UN

Unilever NV New York Registry Shares
UN

Delisted

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

516 hedge funds and large institutions have $8.8B invested in Unilever NV New York Registry Shares in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 142 increasing their positions, 189 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 25

61% more call options, than puts

Call options by funds: $62M | Put options by funds: $38.4M

3% more funds holding

Funds holding: 501516 (+15)

3% more capital invested

Capital invested by funds: $8.53B → $8.8B (+$272M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

25% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 189

Holders
516
Holders Change
+15
Holders Change %
+2.99%
% of All Funds
12.86%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
45
Increased
142
Reduced
189
Closed
25
Calls
$62M
Puts
$38.4M
Net Calls
+$23.6M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
401
IMS Capital Management
Oregon
$233K
Pacer Advisors
402
Pacer Advisors
Pennsylvania
$229K
CIA
403
Choate Investment Advisors
Massachusetts
$228K +$4.61K +79 +2%
BCM
404
Bourgeon Capital Management
Connecticut
$227K
HIIFS
405
Harel Insurance Investments & Financial Services
Israel
$226K
CA
406
Cetera Advisors
Colorado
$226K +$224K +3,837 New
AssetMark Inc
407
AssetMark Inc
California
$224K +$30.7K +526 +16%
RWA
408
River Wealth Advisors
Pennsylvania
$222K
WI
409
WrapManager Inc
California
$221K -$15.9K -272 -7%
CFA
410
Cahill Financial Advisors
Minnesota
$221K
CS
411
Cannell & Spears
New York
$215K
LJHT
412
Laurie J. Hall Trustee
$214K -$211K -3,620 -50%
PNC
413
Park National Corp
Ohio
$214K
RMA
414
Roffman Miller Associates
Pennsylvania
$214K
HC
415
Hourglass Capital
Texas
$213K +$210K +3,600 New
SFG
416
Summit Financial Group
West Virginia
$210K +$207K +3,550 New
GBT
417
Grove Bank & Trust
Florida
$208K -$9.34K -160 -4%
BST
418
Bath Savings Trust
Maine
$207K +$204K +3,500 New
AA
419
Ancora Advisors
Ohio
$206K +$203K +3,487 New
CGT
420
Capital Guardian Trust
California
$201K -$35K -600 -15%
FIB
421
First Interstate Bank
Montana
$201K -$9.04K -155 -4%
EDRH
422
Edmond de Rothschild Holding
Switzerland
$187K
GEA
423
Glen Eagle Advisors
New Jersey
$185K +$5.83K +100 +3%
AAP
424
Arax Advisory Partners
Colorado
$179K +$2.33K +40 +1%
Barclays
425
Barclays
United Kingdom
$174K

UN Hedge Fund Activity: Q3 2017 in Review

516 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unilever NV New York Registry Shares (UN) for Q3 2017, worth a combined $8.8B — up 3.2% from $8.53B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UN positions and 25 closed out — a net gain of 20 holders — while 142 added to existing stakes and 189 trimmed.

The largest buyer was Bank of America, adding an estimated $89.1M. The largest seller was Wellington Management Group, cutting an estimated $138M.

  • 516 institutional investors held Unilever NV New York Registry Shares (UN) as of Q3 2017, up from 501 in Q2 2017.
  • Funds reported $8.8B of Unilever NV New York Registry Shares stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 45 funds opened new Unilever NV New York Registry Shares positions in Q3 2017 and 25 closed out, a net change of +20 holders.
  • The largest Unilever NV New York Registry Shares buyer in Q3 2017 was Bank of America, an estimated $89.1M added.
  • The largest Unilever NV New York Registry Shares seller in Q3 2017 was Wellington Management Group, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2017.