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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
SFA
501
Spectrum Financial Alliance
Kentucky
$18K
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$17K
HT
503
Heritage Trust
Oklahoma
$17K
APA
504
American Portfolios Advisors
New York
$16.7K
WC
505
Whitney & Co
New York
$16K +$16.7K +295 New
OBWP
506
O'Brien Wealth Partners
Massachusetts
$15K +$15.3K +270 New
MWPCG
507
Measured Wealth Private Client Group
New Hampshire
$15K +$16.4K +290 New
BCA
508
Bray Capital Advisors
Florida
$14K
EWM
509
Endurance Wealth Management
Rhode Island
$14K
HCM
510
Horrell Capital Management
Arkansas
$14K
JWBC
511
John W. Bristol & Co
New York
$14K
POIA
512
Pin Oak Investment Advisors
Texas
$13K
RWA
513
Ropes Wealth Advisors
Massachusetts
$13K
CAC
514
Certified Advisory Corp
Florida
$13K +$113 +2 +0.9%
MC
515
Martin Currie
United Kingdom
$13K +$1.25K +22 +11%
KF
516
Krilogy Financial
Missouri
$13K +$13K +230 New
KTC
517
Kistler-Tiffany Companies
Pennsylvania
$12K
PMFA
518
Plante Moran Financial Advisors
Michigan
$12K +$226 +4 +2%
CCMW
519
Cypress Capital Management (Wyoming)
Wyoming
$11K
WAP
520
Wealthcare Advisory Partners
Pennsylvania
$11K
LA
521
Legacy Advisors
Pennsylvania
$11K +$10.9K +193 New
MSA
522
Marino Stram & Associates
Massachusetts
$10K -$23.2K -410 -69%
TJHA
523
Thomas J. Herzfeld Advisors
Florida
$10K +$3.17K +56 +47%
RFA
524
Reilly Financial Advisors
California
$9K -$17.5K -309 -65%
CGT
525
Capital Guardian Trust
California
$9K +$9K +159 New

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.