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UN

Unilever NV New York Registry Shares
UN

Delisted

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

585 hedge funds and large institutions have $7.33B invested in Unilever NV New York Registry Shares in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 173 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

30% more call options, than puts

Call options by funds: $29.8M | Put options by funds: $23M

3% more funds holding

Funds holding: 566585 (+19)

5% less capital invested

Capital invested by funds: $7.68B → $7.33B (-$351M)

7% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 186

Holders
585
Holders Change
+19
Holders Change %
+3.36%
% of All Funds
13.03%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.25%
New
75
Increased
173
Reduced
186
Closed
53
Calls
$29.8M
Puts
$23M
Net Calls
+$6.8M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
476
Providence Capital Advisors
North Carolina
$54K
DWM
477
Doyle Wealth Management
Florida
$54K +$54.6K +1,000 New
GWA
478
Guidant Wealth Advisors
Illinois
$51K
TCCM
479
Timber Creek Capital Management
Massachusetts
$48K
RA
480
Rational Advisors
New York
$47K +$8.24K +151 +21%
CAW
481
Cornerstone Advisors (Washington)
Washington
$46K +$10.4K +190 +29%
LFA
482
Legacy Financial Advisors
Kentucky
$44K -$18.5K -339 -29%
WB
483
Webster Bank
Connecticut
$44K
CWM
484
Catamount Wealth Management
Connecticut
$43K
NWM
485
Northwest Wealth Management
Iowa
$42K
WANY
486
Wealthspire Advisors (New York)
New York
$42K +$42.6K +781 New
WTB
487
Washington Trust Bank
Washington
$39K
LC
488
Lavaca Capital
Texas
$39K +$39.2K +718 New
CWA
489
Clarus Wealth Advisors
Arizona
$38K +$16.5K +302 +76%
H
490
Hexavest
Quebec, Canada
$37K
SIAP
491
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K
CFG
492
Citizens Financial Group
Rhode Island
$36K -$14K -257 -28%
DWA
493
Dougherty Wealth Advisers
Minnesota
$36K +$36.1K +662 New
NFG
494
Next Financial Group
Texas
$33K
MC
495
Martin Currie
United Kingdom
$32K +$19.2K +352 +154%
POIA
496
Pin Oak Investment Advisors
Texas
$29K +$16.4K +300 +129%
KPW
497
Kore Private Wealth
New York
$29K +$29.2K +535 New
PFO
498
Pathstone Family Office
New Jersey
$29K +$29.8K +546 New
CB
499
Community Bank
New York
$27K -$2.68K -49 -9%
SIM
500
Sonora Investment Management
Arizona
$27K

UN Hedge Fund Activity: Q4 2018 in Review

585 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unilever NV New York Registry Shares (UN) for Q4 2018, worth a combined $7.33B — down 4.6% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new UN positions and 53 closed out — a net gain of 22 holders — while 173 added to existing stakes and 186 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $30.9M. The largest seller was Fidelity Investments, cutting an estimated $127M.

  • 585 institutional investors held Unilever NV New York Registry Shares (UN) as of Q4 2018, up from 566 in Q3 2018.
  • Funds reported $7.33B of Unilever NV New York Registry Shares stock for Q4 2018, down 4.6% quarter-over-quarter.
  • 75 funds opened new Unilever NV New York Registry Shares positions in Q4 2018 and 53 closed out, a net change of +22 holders.
  • The largest Unilever NV New York Registry Shares buyer in Q4 2018 was Arrowstreet Capital, an estimated $30.9M added.
  • The largest Unilever NV New York Registry Shares seller in Q4 2018 was Fidelity Investments, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2018.