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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
BAMG
601
Brand Asset Management Group
Missouri
$6K
HIM
602
Hillsdale Investment Management
Ontario, Canada
$6K
TFS
603
TrustCore Financial Services
Tennessee
$6K
RCA
604
Ranch Capital Advisors
Florida
$6K +$6.02K +102 New
Federated Hermes
605
Federated Hermes
Pennsylvania
$5K -$3.78K -64 -43%
VNA
606
Valley National Advisers
Pennsylvania
$5K
PC
607
Permanens Capital
New York
$5K +$5.14K +87 New
PMFA
608
Plante Moran Financial Advisors
Michigan
$4K -$8.33K -141 -70%
FMTCOCP
609
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
IRC
610
Investors Research Corp
Georgia
$4K
JIR
611
James Investment Research
Ohio
$4K
CA
612
Crewe Advisors
Utah
$4K +$4.43K +75 New
WB
613
West Bancorporation
Iowa
$4K +$4.49K +76 New
HWM
614
HighMark Wealth Management
Minnesota
$4K +$4.72K +80 New
LWM
615
Lenox Wealth Management
Ohio
$3K -$25K -424 -88%
SWM
616
Selective Wealth Management
Virginia
$3K
TL
617
TrueWealth LLC
Georgia
$3K
PA
618
Procyon Advisors
Connecticut
$3K +$3.13K +53 New
EWP
619
Engrave Wealth Partners
Texas
$3K +$3.9K +66 New
RA
620
Rational Advisors
New York
$2K -$18.8K -319 -88%
IFAM
621
Institutional & Family Asset Management
Colorado
$2K -$2.13K -36 -47%
FBT
622
First Bank & Trust
South Dakota
$2K
PFGIA
623
Patriot Financial Group Insurance Agency
Massachusetts
$2K
SA
624
SRH Advisors
Kansas
$2K
THWM
625
Taylor Hoffman Wealth Management
Virginia
$2K

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.