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Unilever
UL

1,052 hedge funds and large institutions have $13.4B invested in Unilever in 2020 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 471 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,563% more first-time investments, than exits

New positions opened: 399 | Existing positions closed: 24

310% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 115

141% more capital invested

Capital invested by funds: $5.55B → $13.4B (+$7.83B)

53% more funds holding

Funds holding: 686 → 1,052 (+366)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

0.64% more ownership

Funds ownership: 6.85% → 7.5% (+0.64%)

13% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $80.2M

Holders
1,052
Holders Change
+366
Holders Change %
+53.35%
% of All Funds
18.62%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
399
Increased
471
Reduced
115
Closed
24
Calls
$70.1M
Puts
$80.2M
Net Calls
-$10.1M
Net Calls Change
+$2.64M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.12B
2
GRQ
Gardner Russo & Quinn
Pennsylvania
+$673M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$613M
4
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
+$442M
5
Bank of America
Bank of America
North Carolina
+$439M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$25.5M
2
Jane Street
Jane Street
New York
-$20.5M
3
Capital World Investors
Capital World Investors
California
-$14.7M
4
DWA
Douglass Winthrop Advisors
New York
-$12.5M
5
GCM
Gabalex Capital Management
New York
-$9.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
226
FDx Advisors
Illinois
$3.61M +$2.2M +32,453 +157%
ACM
227
Advisors Capital Management
New Jersey
$3.57M +$283K +4,172 +9%
ACM
228
Azimuth Capital Management
Michigan
$3.57M +$3.56M +52,530 New
Fayez Sarofim & Co
229
Fayez Sarofim & Co
Texas
$3.55M +$3.24M +47,811 +1,065%
SCA
230
Snowden Capital Advisors
New York
$3.51M +$370K +5,456 +12%
BB
231
Berkshire Bank
Massachusetts
$3.51M +$126K +1,863 +4%
BFG
232
Beacon Financial Group
Texas
$3.5M -$30.2K -445 -0.8%
CCM
233
Covington Capital Management
California
$3.49M +$1.39M +20,457 +66%
Allianz Asset Management
234
Allianz Asset Management
Germany
$3.39M +$2.51M +37,057 +287%
SWM
235
Stockman Wealth Management
Montana
$3.38M +$3.37M +49,734 New
OCM
236
One Capital Management
California
$3.33M +$3.33M +49,080 New
CSPAM
237
Cary Street Partners Asset Management
Virginia
$3.33M +$8.28M +122,111 New
N
238
Nuveen
North Carolina
$3.31M -$323K -4,754 -9%
SIG
239
Sky Investment Group
Connecticut
$3.31M +$39.8K +587 +1%
TCOV
240
Trust Company of Vermont
Vermont
$3.29M +$1.07M +15,776 +48%
SGA
241
Strategic Global Advisors
California
$3.28M +$283K +4,177 +9%
SRC
242
Shufro Rose & Co
New York
$3.28M +$207K +3,050 +7%
FIM
243
FWL Investment Management
Texas
$3.12M +$3.11M +45,909 New
HA
244
Heartland Advisors
Wisconsin
$3.11M +$3.11M +45,858 New
Invesco
245
Invesco
Georgia
$3.11M +$369K +5,433 +13%
NME
246
Notis-McConarty Edward
$3.06M -$31.1K -458 -1%
SFS
247
Sowell Financial Services
Arkansas
$3M +$596K +8,790 +25%
PAI
248
Pittenger & Anderson Inc
Nebraska
$3M +$3M +44,178 New
TAM
249
Tealwood Asset Management
Minnesota
$2.97M +$2.96M +43,697 New
TAM
250
Todd Asset Management
Kentucky
$2.95M +$2.95M +43,460 New
8 9
10
11 12

UL Hedge Fund Activity: Q4 2020 in Review

1,052 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2020, worth a combined $13.4B — up 141% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 399 funds opened new UL positions and 24 closed out — a net gain of 375 holders — while 471 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $1.12B. The largest seller was Fiduciary Management Inc, cutting an estimated $25.5M.

  • 1,052 institutional investors held Unilever (UL) as of Q4 2020, up from 686 in Q3 2020.
  • Funds reported $13.4B of Unilever stock for Q4 2020, up 141% quarter-over-quarter.
  • 399 funds opened new Unilever positions in Q4 2020 and 24 closed out, a net change of +375 holders.
  • The largest Unilever buyer in Q4 2020 was BlackRock, an estimated $1.12B added.
  • The largest Unilever seller in Q4 2020 was Fiduciary Management Inc, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2020.