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UN

Unilever NV New York Registry Shares
UN

Delisted

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

566 hedge funds and large institutions have $7.68B invested in Unilever NV New York Registry Shares in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 161 increasing their positions, 182 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

75% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $26.9M

4% more funds holding

Funds holding: 543566 (+23)

4% less capital invested

Capital invested by funds: $8B → $7.68B (-$319M)

12% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 182

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
566
Holders Change
+23
Holders Change %
+4.24%
% of All Funds
12.94%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
58
Increased
161
Reduced
182
Closed
31
Calls
$47.1M
Puts
$26.9M
Net Calls
+$20.2M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
401
Simplicity Solutions
Minnesota
$230K -$52.5K -928 -18%
WP
402
WMS Partners
Maryland
$229K
PCG
403
Private Capital Group
Connecticut
$228K
TA
404
Tiedemann Advisors
New York
$228K
BP
405
Ballentine Partners
Massachusetts
$228K +$4.02K +71 +2%
LA
406
LexAurum Advisors
Kansas
$224K +$229K +4,038 New
I
407
IberiaBank
Louisiana
$224K +$229K +4,040 New
PWP
408
Private Wealth Partners
California
$222K
LSAG
409
Lake Street Advisors Group
New Hampshire
$218K -$54.2K -958 -20%
CFA
410
Cahill Financial Advisors
Minnesota
$217K +$113 +2 +0.1%
VFA
411
Valeo Financial Advisors
Indiana
$217K +$11.8K +209 +5%
SPC
412
Sigma Planning Corp
Michigan
$215K -$4.25K -75 -2%
CIA
413
Choate Investment Advisors
Massachusetts
$208K
RWA
414
River Wealth Advisors
Pennsylvania
$207K
KLC
415
Knowledge Leaders Capital
Colorado
$207K +$211K +3,722 New
AWM
416
Altium Wealth Management
New York
$203K -$28.5K -504 -12%
CS
417
Cannell & Spears
New York
$203K
LJHT
418
Laurie J. Hall Trustee
$199K -$3K -53 -1%
AA
419
Ancora Advisors
Ohio
$197K +$201K +3,543 New
WSTAM
420
Wilbanks Smith & Thomas Asset Management
Virginia
$189K +$192K +3,400 New
WT
421
Whittier Trust
California
$179K +$9.96K +176 +6%
EDRH
422
Edmond de Rothschild Holding
Switzerland
$178K
BWA
423
BDO Wealth Advisors
Florida
$178K +$11.3K +200 +7%
CAM
424
CenterStar Asset Management
Illinois
$176K
SPIA
425
Steward Partners Investment Advisory
New York
$171K -$3.68K -65 -2%

UN Hedge Fund Activity: Q3 2018 in Review

566 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Unilever NV New York Registry Shares (UN) for Q3 2018, worth a combined $7.68B — down 4% from $8B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new UN positions and 31 closed out — a net gain of 27 holders — while 161 added to existing stakes and 182 trimmed.

The largest buyer was Mar Vista Investment Partners, adding an estimated $22.2M. The largest seller was Wellington Management Group, cutting an estimated $85M.

  • 566 institutional investors held Unilever NV New York Registry Shares (UN) as of Q3 2018, up from 543 in Q2 2018.
  • Funds reported $7.68B of Unilever NV New York Registry Shares stock for Q3 2018, down 4% quarter-over-quarter.
  • 58 funds opened new Unilever NV New York Registry Shares positions in Q3 2018 and 31 closed out, a net change of +27 holders.
  • The largest Unilever NV New York Registry Shares buyer in Q3 2018 was Mar Vista Investment Partners, an estimated $22.2M added.
  • The largest Unilever NV New York Registry Shares seller in Q3 2018 was Wellington Management Group, an estimated $85M sold.

Based on aggregated 13F filings for Q3 2018.