We are live on ! Find out more
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
GAM
526
Gemmer Asset Management
California
$7K +$6.59K +120 New
HI
527
Harrington Investments
California
$7K +$6.71K +122 New
PSC
528
Prentiss Smith & Co
Vermont
$7K +$7.25K +132 New
AWM
529
AllSquare Wealth Management
New York
$6K
TFS
530
TrustCore Financial Services
Tennessee
$6K
TJHA
531
Thomas J. Herzfeld Advisors
Florida
$6K +$6.04K +110 New
PMFA
532
Plante Moran Financial Advisors
Michigan
$5K +$3.35K +61 +265%
CG
533
Cutler Group
California
$5K +$5.5K +100 New
ACS
534
Archford Capital Strategies
Illinois
$4K +$3.85K +70 New
LF
535
Lee Financial
Texas
$4K +$3.9K +71 New
TL
536
TrueWealth LLC
Georgia
$3K
OIA
537
Optimum Investment Advisors
Illinois
$3K +$3.08K +56 New
AC
538
Avestar Capital
New York
$3K +$3.13K +57 New
SWP
539
Strategic Wealth Partners
Ohio
$3K +$3.3K +60 New
EWM
540
Elmwood Wealth Management
California
$2.99K +$2.91K +53 New
LA
541
Legacy Advisors
Pennsylvania
$2K -$66.3K -1,206 -98%
ME
542
McIlrath & Eck
Washington
$2K
SMG
543
Spectrum Management Group
Indiana
$2K
SA
544
SRH Advisors
Kansas
$2K
THWM
545
Taylor Hoffman Wealth Management
Virginia
$2K
IFAM
546
Institutional & Family Asset Management
Colorado
$2K +$1.92K +35 New
VCM
547
Versant Capital Management
Arizona
$1K -$7.14K -130 -84%
GI
548
Gradient Investments
Minnesota
$1K
MSFP
549
Mark Sheptoff Financial Planning
Connecticut
$1K
Connor, Clark & Lunn Investment Management (CC&L)
550
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$25.2M -447,950 Closed

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.