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UN

Unilever NV New York Registry Shares
UN

Delisted

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

638 hedge funds and large institutions have $8.19B invested in Unilever NV New York Registry Shares in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 211 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 45

44% more call options, than puts

Call options by funds: $32.5M | Put options by funds: $22.5M

16% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 182

6% more funds holding

Funds holding: 601638 (+37)

3% less capital invested

Capital invested by funds: $8.46B → $8.19B (-$271M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
638
Holders Change
+37
Holders Change %
+6.16%
% of All Funds
12.57%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
93
Increased
211
Reduced
182
Closed
45
Calls
$32.5M
Puts
$22.5M
Net Calls
+$9.94M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
576
Thomas J. Herzfeld Advisors
Florida
$13K -$1.59K -27 -11%
KTC
577
Kistler-Tiffany Companies
Pennsylvania
$13K
SL
578
Savior LLC
Massachusetts
$13K +$13.5K +229 New
TCWM
579
Total Clarity Wealth Management
Illinois
$13K +$13.6K +230 New
WCG
580
Weaver Consulting Group
California
$12K
EWA
581
Evolution Wealth Advisors
Florida
$12K +$2.19K +37 +22%
CA
582
Centerpoint Advisors
Massachusetts
$11K
CCMW
583
Cypress Capital Management (Wyoming)
Wyoming
$11K
LB
584
Legacy Bridge
Iowa
$11K
OAJ
585
Ogorek Anthony Joseph
New York
$11K +$11.9K +201 New
TCM
586
Tradewinds Capital Management
Washington
$10K
RFA
587
Reilly Financial Advisors
California
$9K
LWM
588
Liberty Wealth Management
California
$9K +$1.54K +26 +21%
FCB
589
First Command Bank
Texas
$9K +$8.86K +150 New
FCFS
590
First Command Financial Services
Texas
$9K +$8.86K +150 New
TI
591
tru Independence
Oregon
$9K +$11.3K +192 New
BCI
592
Brinker Capital Investments
Pennsylvania
$8K
SNT
593
Security National Trust
West Virginia
$8K +$8.15K +138 New
GAM
594
Gemmer Asset Management
California
$7K
ME
595
McIlrath & Eck
Washington
$7K
FHA
596
Flagship Harbor Advisors
Massachusetts
$7K +$59 +1 +0.8%
WCM
597
Wealthcare Capital Management
Virginia
$7K +$6.91K +117 New
HWM
598
Howard Wealth Management
Connecticut
$7K +$7.68K +130 New
AIC
599
Ameritas Investment Company
Nebraska
$6K -$591 -10 -9%
AWM
600
AllSquare Wealth Management
New York
$6K

UN Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Unilever NV New York Registry Shares (UN) for Q4 2019, worth a combined $8.19B — down 3.2% from $8.46B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new UN positions and 45 closed out — a net gain of 48 holders — while 211 added to existing stakes and 182 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $205M. The largest seller was Tweedy, Browne Co, cutting an estimated $179M.

  • 638 institutional investors held Unilever NV New York Registry Shares (UN) as of Q4 2019, up from 601 in Q3 2019.
  • Funds reported $8.19B of Unilever NV New York Registry Shares stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 93 funds opened new Unilever NV New York Registry Shares positions in Q4 2019 and 45 closed out, a net change of +48 holders.
  • The largest Unilever NV New York Registry Shares buyer in Q4 2019 was Aristotle Capital Management, an estimated $205M added.
  • The largest Unilever NV New York Registry Shares seller in Q4 2019 was Tweedy, Browne Co, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2019.