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UN

Unilever NV New York Registry Shares
UN

Delisted

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

612 hedge funds and large institutions have $7.5B invested in Unilever NV New York Registry Shares in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 185 increasing their positions, 239 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $54M | Put options by funds: $35.4M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

4% less funds holding

Funds holding: 638612 (-26)

8% less capital invested

Capital invested by funds: $8.19B → $7.5B (-$694M)

21% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 85

23% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 239

Holders
612
Holders Change
-26
Holders Change %
-4.08%
% of All Funds
13.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
67
Increased
185
Reduced
239
Closed
85
Calls
$54M
Puts
$35.4M
Net Calls
+$18.6M
Net Calls Change
+$8.63M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
676
Keebeck Wealth Management
Illinois
-$15K -268 Closed
WQ
677
Wealth Quarterback
New Jersey
-$14.4K -251 Closed
RIA
678
Realta Investment Advisors
Delaware
-$15K -240 Closed
TCWM
679
Total Clarity Wealth Management
Illinois
-$13K -230 Closed
CA
680
Centerpoint Advisors
Massachusetts
-$11K -199 Closed
LB
681
Legacy Bridge
Iowa
-$11K -190 Closed
FCB
682
First Command Bank
Texas
-$9K -150 Closed
FCFS
683
First Command Financial Services
Texas
-$9K -150 Closed
BCI
684
Brinker Capital Investments
Pennsylvania
-$8K -133 Closed
HWM
685
Howard Wealth Management
Connecticut
-$7K -130 Closed
GAM
686
Gemmer Asset Management
California
-$7K -120 Closed
WCM
687
Wealthcare Capital Management
Virginia
-$7K -117 Closed
BAMG
688
Brand Asset Management Group
Missouri
-$6K -110 Closed
VNA
689
Valley National Advisers
Pennsylvania
-$5K -90 Closed
PC
690
Permanens Capital
New York
-$5K -87 Closed
CA
691
Crewe Advisors
Utah
-$4K -75 Closed
JIR
692
James Investment Research
Ohio
-$4K -68 Closed
PA
693
Procyon Advisors
Connecticut
-$3K -53 Closed
RA
694
Rational Advisors
New York
-$2K -42 Closed
LWM
695
Lenox Wealth Management
Ohio
-$2.19K -40 -71%
THWM
696
Taylor Hoffman Wealth Management
Virginia
-$2K -40 Closed
Fidelity International
697
Fidelity International
Bermuda
-$2K -37 Closed

UN Hedge Fund Activity: Q1 2020 in Review

612 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Unilever NV New York Registry Shares (UN) for Q1 2020, worth a combined $7.5B — down 8.5% from $8.19B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of UN and 67 opened new positions — a net loss of 18 holders — while 239 trimmed existing stakes and 185 added.

The largest buyer was BlackRock, adding an estimated $311M. The largest seller was Aristotle Capital Management, cutting an estimated $188M.

  • 612 institutional investors held Unilever NV New York Registry Shares (UN) as of Q1 2020, down from 638 in Q4 2019.
  • Funds reported $7.5B of Unilever NV New York Registry Shares stock for Q1 2020, down 8.5% quarter-over-quarter.
  • 67 funds opened new Unilever NV New York Registry Shares positions in Q1 2020 and 85 closed out, a net change of -18 holders.
  • The largest Unilever NV New York Registry Shares buyer in Q1 2020 was BlackRock, an estimated $311M added.
  • The largest Unilever NV New York Registry Shares seller in Q1 2020 was Aristotle Capital Management, an estimated $188M sold.

Based on aggregated 13F filings for Q1 2020.