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UN

Unilever NV New York Registry Shares
UN

Delisted

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

496 hedge funds and large institutions have $7.75B invested in Unilever NV New York Registry Shares in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

35% more capital invested

Capital invested by funds: $5.73B → $7.75B (+$2.02B)

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

0% less funds holding

Funds holding: 497496 (-1)

17% less call options, than puts

Call options by funds: $57.6M | Put options by funds: $69.5M

18% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 178

Holders
496
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
12.35%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
64
Increased
146
Reduced
178
Closed
56
Calls
$57.6M
Puts
$69.5M
Net Calls
-$11.9M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
SVB Wealth
Massachusetts
-$260K -6,325 Closed
RWA
527
River Wealth Advisors
Pennsylvania
-$252K -6,132 Closed
KWMG
528
King Wealth Management Group
Florida
-$242K -5,945 Closed
CG
529
Cutler Group
California
-$264K -5,886 Closed
TA
530
Tiedemann Advisors
New York
-$232K -5,654 Closed
OMC
531
Overbrook Management Corp
New York
-$210K -5,120 Closed
FWM
532
FFT Wealth Management
Pennsylvania
-$205K -5,000 Closed
FNBT
533
FineMark National Bank & Trust
Florida
-$174K -4,247 Closed
PFS
534
Physicians Financial Services
North Carolina
-$170K -3,729 Closed
AA
535
Ancora Advisors
Ohio
-$131K -3,187 Closed
HCM
536
Highlander Capital Management
New Jersey
-$123K -3,000 Closed
FTUS
537
Flow Traders U.S.
New York
-$62K -1,500 Closed
ECM
538
Elgethun Capital Management
South Dakota
-$57K -1,389 Closed
PWM
539
Perigon Wealth Management
California
-$55K -1,144 Closed
TWA
540
TCI Wealth Advisors
Arizona
-$42K -1,033 Closed
SFS
541
Sowell Financial Services
Arkansas
-$28K -663 Closed
CIA
542
Cascade Investment Advisors
Oregon
-$17K -415 Closed
KLI
543
Kelman-Lazarov Inc
Tennessee
-$16.4K -400 Closed
RFWA
544
RPg Family Wealth Advisory
Massachusetts
-$16K -390 Closed
BAM
545
Bruderman Asset Management
New York
-$11K -270 Closed
WC
546
Whitnell & Co
Illinois
-$7K -166 Closed
IPC
547
Independent Portfolio Consultants
Florida
-$4K -100 Closed
SIG
548
Stanford Investment Group
California
-$3K -62 Closed
IWA
549
IBEX Wealth Advisors
New Jersey
-$2K -43 Closed
KTC
550
Kistler-Tiffany Companies
Pennsylvania
-$2K -39 Closed

UN Hedge Fund Activity: Q1 2017 in Review

496 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Unilever NV New York Registry Shares (UN) for Q1 2017, worth a combined $7.75B — up 35% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new UN positions and 56 closed out — a net gain of 8 holders — while 146 added to existing stakes and 178 trimmed.

The largest buyer was BlackRock, adding an estimated $411M. The largest seller was Yacktman Asset Management, exiting entirely with an estimated $143M sold.

  • 496 institutional investors held Unilever NV New York Registry Shares (UN) as of Q1 2017, down from 497 in Q4 2016.
  • Funds reported $7.75B of Unilever NV New York Registry Shares stock for Q1 2017, up 35% quarter-over-quarter.
  • 64 funds opened new Unilever NV New York Registry Shares positions in Q1 2017 and 56 closed out, a net change of +8 holders.
  • The largest Unilever NV New York Registry Shares buyer in Q1 2017 was BlackRock, an estimated $411M added.
  • The largest Unilever NV New York Registry Shares seller in Q1 2017 was Yacktman Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2017.