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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
MCWS
451
McKinley Carter Wealth Services
West Virginia
$68K +$65.9K +1,200 New
OSNBOA
452
Old Second National Bank of Aurora
Illinois
$66K
APA
453
American Portfolios Advisors
New York
$64.5K -$1.81K -33 -3%
SIAS
454
Shine Investment Advisory Services
Colorado
$62K
TRCT
455
Tower Research Capital (TRC)
New York
$61K +$14.2K +259 +31%
RE
456
RBC Europe
United Kingdom
$59.2K
CBT
457
Capital Bank & Trust
California
$59K
PCA
458
Providence Capital Advisors
North Carolina
$56K
CFG
459
Citizens Financial Group
Rhode Island
$56K +$3.02K +55 +6%
GWA
460
Guidant Wealth Advisors
Illinois
$52K
TCCM
461
Timber Creek Capital Management
Massachusetts
$50K
WB
462
Webster Bank
Connecticut
$46K
CWM
463
Catamount Wealth Management
Connecticut
$45K
LIA
464
LS Investment Advisors
Michigan
$45K
NWM
465
Northwest Wealth Management
Iowa
$44K +$42.8K +779 New
APP
466
Avantax Planning Partners
Iowa
$44K +$43.3K +787 New
PFA
467
Pathway Financial Advisors
Vermont
$42K
MRCM
468
M&R Capital Management
New Jersey
$41K
SIAP
469
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$39K
H
470
Hexavest
Quebec, Canada
$38K
LFA
471
Legacy Financial Advisors
Kentucky
$37K
EA
472
Edge Advisors
Georgia
$34K -$140K -2,545 -80%
CIP
473
Convergence Investment Partners
Florida
$34K +$33.1K +602 New
MSA
474
Marino Stram & Associates
Massachusetts
$33K
CCA
475
Clearwater Capital Advisors
Illinois
$33K +$32.5K +591 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.