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UN

Unilever NV New York Registry Shares
UN

Delisted

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

487 hedge funds and large institutions have $6.69B invested in Unilever NV New York Registry Shares in 2015 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 165 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

96% more call options, than puts

Call options by funds: $15M | Put options by funds: $7.68M

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

11% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 149

3% more funds holding

Funds holding: 473487 (+14)

21% less capital invested

Capital invested by funds: $8.45B → $6.69B (-$1.76B)

Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
12.98%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
57
Increased
165
Reduced
149
Closed
36
Calls
$15M
Puts
$7.68M
Net Calls
+$7.36M
Net Calls Change
+$38M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$713M -$472M -11,251,888 -40%
GRQ
2
Gardner Russo & Quinn
Pennsylvania
$592M +$7.45M +177,613 +1%
Invesco
3
Invesco
Georgia
$410M -$30.8M -734,890 -7%
BBHC
4
Brown Brothers Harriman & Co
New York
$348M +$8.44M +201,282 +2%
Capital World Investors
5
Capital World Investors
California
$308M
SCCM
6
Schafer Cullen Capital Management
New York
$292M +$73.6M +1,755,638 +34%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$246M +$25.8M +615,240 +12%
Wells Fargo
8
Wells Fargo
California
$230M +$269K +6,413 +0.1%
Capital International Investors
9
Capital International Investors
California
$229M
YAM
10
Yacktman Asset Management
Texas
$181M +$33.3M +793,532 +22%
Aristotle Capital Management
11
Aristotle Capital Management
California
$180M -$5.8M -138,174 -3%
WI
12
WHV Investments
California
$159M -$11.1M -264,701 -7%
Northern Trust
13
Northern Trust
Illinois
$138M -$185K -4,402 -0.1%
MAA
14
Managed Account Advisors
New Jersey
$138M +$10.7M +255,748 +8%
USSCPF
15
United States Steel & Carnegie Pension Fund
New York
$125M
JP Morgan Chase
16
JP Morgan Chase
New York
$118M -$5.12M -121,984 -4%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$115M +$49M +1,168,927 +74%
CCM
18
Cullen Capital Management
New York
$88.2M +$1.56M +37,300 +2%
Goldman Sachs
19
Goldman Sachs
New York
$80.5M +$60.8M +1,448,695 +302%
VVP
20
Vulcan Value Partners
Alabama
$76M -$60.7M -1,447,114 -44%
BIM
21
BlackRock Investment Management
Delaware
$65.2M +$4.4M +104,994 +7%
CB
22
Cooke & Bieler
Pennsylvania
$64.5M -$23.4M -558,852 -27%
BA
23
BlackRock Advisors
Delaware
$64.3M -$3.78M -90,123 -6%
Brown Advisory
24
Brown Advisory
Maryland
$63.9M -$7.51M -179,042 -10%
OCM
25
Osterweis Capital Management
California
$61M -$32.8M -782,406 -35%

UN Hedge Fund Activity: Q1 2015 in Review

487 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Unilever NV New York Registry Shares (UN) for Q1 2015, worth a combined $6.69B — down 21% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new UN positions and 36 closed out — a net gain of 21 holders — while 165 added to existing stakes and 149 trimmed.

The largest buyer was Schafer Cullen Capital Management, adding an estimated $73.6M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.79B sold.

  • 487 institutional investors held Unilever NV New York Registry Shares (UN) as of Q1 2015, up from 473 in Q4 2014.
  • Funds reported $6.69B of Unilever NV New York Registry Shares stock for Q1 2015, down 21% quarter-over-quarter.
  • 57 funds opened new Unilever NV New York Registry Shares positions in Q1 2015 and 36 closed out, a net change of +21 holders.
  • The largest Unilever NV New York Registry Shares buyer in Q1 2015 was Schafer Cullen Capital Management, an estimated $73.6M added.
  • The largest Unilever NV New York Registry Shares seller in Q1 2015 was Americafirst Capital Management, an estimated $1.79B sold.

Based on aggregated 13F filings for Q1 2015.