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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
APA
526
American Portfolios Advisors
New York
$17.2K +$1.09K +20 +7%
SFA
527
Spectrum Financial Alliance
Kentucky
$17K
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$16K
MNBTD
529
Moody National Bank Trust Division
Texas
$15K +$15.6K +286 New
FHA
530
Flagship Harbor Advisors
Massachusetts
$14K -$5.46K -100 -27%
BCA
531
Bray Capital Advisors
Florida
$13K
EWM
532
Endurance Wealth Management
Rhode Island
$13K
HCM
533
Horrell Capital Management
Arkansas
$13K
BTNA
534
Bremer Trust National Association
Minnesota
$13K +$13.7K +250 New
KTC
535
Kistler-Tiffany Companies
Pennsylvania
$12K
CAC
536
Certified Advisory Corp
Florida
$12K +$109 +2 +0.9%
PMFA
537
Plante Moran Financial Advisors
Michigan
$11K -$382 -7 -3%
CCMW
538
Cypress Capital Management (Wyoming)
Wyoming
$11K
CA
539
Centerpoint Advisors
Massachusetts
$11K +$10.9K +199 New
CC
540
Claybrook Capital
Massachusetts
$11K +$11.5K +211 New
WDL
541
Well Done LLC
Michigan
$11K +$11.5K +211 New
WIM
542
Westside Investment Management
California
$10.8K +$10.9K +200 New
BWP
543
BSW Wealth Partners
Colorado
$10K -$356K -6,518 -97%
MSA
544
Marino Stram & Associates
Massachusetts
$10K
TJHA
545
Thomas J. Herzfeld Advisors
Florida
$10K +$546 +10 +6%
GWS
546
Glassman Wealth Services
Virginia
$9K
RFA
547
Reilly Financial Advisors
California
$9K
NSG
548
Nalls Sherbakoff Group
Tennessee
$9K +$9.01K +165 New
Parallax Volatility Advisers
549
Parallax Volatility Advisers
California
$9K +$9.17K +168 New
HT
550
Heritage Trust
Oklahoma
$8K -$8.19K -150 -50%

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.