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Unilever

1,186 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 454 increasing their positions, 408 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 106

16% more call options, than puts

Call options by funds: $165M | Put options by funds: $143M

11% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 408

1% more funds holding

Funds holding: 1,1741,186 (+12)

0.06% more ownership

Funds ownership: 7.82%7.88% (+0.06%)

12% less capital invested

Capital invested by funds: $14.2B → $12.5B (-$1.75B)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
1,186
Holders Change
+12
Holders Change %
+1.02%
% of All Funds
15.62%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
141
Increased
454
Reduced
408
Closed
106
Calls
$165M
Puts
$143M
Net Calls
+$22.2M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
226
Prime Capital Investment Advisors
Kansas
$4M -$42.7K -632 -1%
SPIA
227
Steward Partners Investment Advisory
New York
$4M +$1.1M +16,251 +35%
WIA
228
World Investment Advisors
California
$4M +$1.18M +17,424 +38%
XT
229
XTX Topco
Cayman Islands
$3.98M +$1.25M +18,485 +42%
HTC
230
Haverford Trust Company
Pennsylvania
$3.97M -$326K -4,823 -7%
TBC
231
Tweedy, Browne Co
Connecticut
$3.9M -$88.3K -1,308 -2%
MA
232
Mutual Advisors
Nebraska
$3.88M +$119K +1,756 +3%
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$3.82M -$105K -1,552 -3%
TW
234
Trajan Wealth
Arizona
$3.82M +$405K +5,997 +11%
RA
235
Royce & Associates
New York
$3.74M +$300K +4,445 +8%
BB
236
Berkshire Bank
Massachusetts
$3.72M +$52.3K +775 +1%
HA
237
Heartland Advisors
Wisconsin
$3.7M +$557K +8,247 +17%
PAG
238
Private Advisor Group
New Jersey
$3.68M +$127K +1,881 +3%
AGP
239
Autumn Glory Partners
Texas
$3.67M -$782K -11,577 -17%
BFG
240
Beacon Financial Group
Texas
$3.66M -$87.2K -1,292 -2%
LCM
241
Logan Capital Management
Pennsylvania
$3.66M +$61.3K +908 +2%
BFG
242
Bleakley Financial Group
New Jersey
$3.65M +$199K +2,954 +5%
KeyBank National Association
243
KeyBank National Association
Ohio
$3.59M -$41.9K -621 -1%
Mirae Asset Global ETFs Holdings
244
Mirae Asset Global ETFs Holdings
Hong Kong
$3.54M +$95.2K +1,410 +3%
SI
245
Stephens Inc
Arkansas
$3.47M +$279K +4,128 +8%
EWA
246
Exencial Wealth Advisors
Oklahoma
$3.46M -$522K -7,733 -12%
ACG
247
Allen Capital Group
Nebraska
$3.46M +$287K +4,248 +8%
SGI
248
Summit Global Investments
Utah
$3.45M +$1.34M +19,858 +58%
CC
249
Courier Capital
New York
$3.38M -$198K -2,934 -5%
Squarepoint
250
Squarepoint
New York
$3.35M +$2.52M +37,367 +246%

UL Hedge Fund Activity: Q4 2024 in Review

1,186 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2024, worth a combined $12.5B — down 12% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new UL positions and 106 closed out — a net gain of 35 holders — while 454 added to existing stakes and 408 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $130M. The largest seller was GQG Partners, cutting an estimated $218M.

  • 1,186 institutional investors held Unilever (UL) as of Q4 2024, up from 1,174 in Q3 2024.
  • Funds reported $12.5B of Unilever stock for Q4 2024, down 12% quarter-over-quarter.
  • 141 funds opened new Unilever positions in Q4 2024 and 106 closed out, a net change of +35 holders.
  • The largest Unilever buyer in Q4 2024 was ClearBridge Investments, an estimated $130M added.
  • The largest Unilever seller in Q4 2024 was GQG Partners, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.