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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.13B -$64.5M -1,092,534 -5%
GRQ
2
Gardner Russo & Quinn
Pennsylvania
$711M -$15.8M -266,824 -2%
BlackRock
3
BlackRock
New York
$645M +$173M +2,923,623 +35%
Aristotle Capital Management
4
Aristotle Capital Management
California
$547M +$205M +3,466,802 +57%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$433M -$58.4M -989,456 -12%
Bank of America
6
Bank of America
North Carolina
$407M +$17.2M +291,446 +4%
BBHC
7
Brown Brothers Harriman & Co
New York
$318M +$23.2M +392,978 +8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$249M +$106M +1,794,782 +71%
SCCM
9
Schafer Cullen Capital Management
New York
$192M -$3.99M -67,538 -2%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$189M -$73.9M -1,251,435 -28%
Northern Trust
11
Northern Trust
Illinois
$188M +$3.01M +50,972 +2%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$185M +$728K +12,332 +0.4%
PPA
13
Parametric Portfolio Associates
Washington
$178M +$12.7M +215,569 +8%
CP
14
Coho Partners
Pennsylvania
$127M +$2.21M +37,499 +2%
Wells Fargo
15
Wells Fargo
California
$115M +$1.39M +23,462 +1%
MVIP
16
Mar Vista Investment Partners
California
$114M -$10.4M -175,869 -8%
Brown Advisory
17
Brown Advisory
Maryland
$99.1M +$3.85M +65,148 +4%
Lazard Asset Management
18
Lazard Asset Management
New York
$88.4M +$44.5M +754,210 +96%
Morgan Stanley
19
Morgan Stanley
New York
$82.1M -$1.55M -26,324 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$73.5M +$754K +12,767 +1%
FWIA
21
Fort Washington Investment Advisors
Ohio
$68.9M -$9.44M -159,784 -12%
CCM
22
Cullen Capital Management
New York
$61.8M -$820K -13,880 -1%
Goldman Sachs
23
Goldman Sachs
New York
$61.6M -$1.53M -25,834 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$61.6M -$6.74M -114,166 -10%
Chevy Chase Trust
25
Chevy Chase Trust
Maryland
$57M +$3M +50,833 +5%

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.