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Unilever

1,021 hedge funds and large institutions have $10.7B invested in Unilever in 2022 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 401 increasing their positions, 369 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $182M | Put options by funds: $101M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 369

0.4% less ownership

Funds ownership: 8.53%8.13% (-0.4%)

7% less funds holding

Funds holding: 1,0971,021 (-76)

19% less capital invested

Capital invested by funds: $13.3B → $10.7B (-$2.55B)

40% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 159

Holders
1,021
Holders Change
-76
Holders Change %
-6.93%
% of All Funds
16.1%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
96
Increased
401
Reduced
369
Closed
159
Calls
$182M
Puts
$101M
Net Calls
+$81.7M
Net Calls Change
-$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
251
Naples Global Advisors
Florida
$2.64M +$417K +7,493 +17%
TCOV
252
Trust Company of Vermont
Vermont
$2.64M +$160K +2,877 +6%
OPA
253
Old Port Advisors
Maine
$2.64M +$29.1K +522 +1%
KIC
254
Keating Investment Counselors
Florida
$2.6M +$2.82M +50,653 New
HPC
255
HM Payson & Co
Maine
$2.51M -$688K -12,356 -20%
RJT
256
Raymond James Trust
Florida
$2.47M -$585K -10,514 -18%
AAS
257
Avantax Advisory Services
Texas
$2.37M +$184K +3,297 +8%
HI
258
Horizon Investments
North Carolina
$2.35M +$1.71M +30,663 +202%
WT
259
Whittier Trust
California
$2.35M -$380K -6,833 -13%
IWC
260
Integrated Wealth Concepts
Massachusetts
$2.35M +$665K +11,951 +35%
FPCM
261
Financial Partners Capital Management
New York
$2.35M +$202K +3,623 +9%
Mirae Asset Global Investments
262
Mirae Asset Global Investments
South Korea
$2.35M +$95.6K +1,717 +4%
LJHT
263
Laurie J. Hall Trustee
$2.32M +$17K +306 +0.7%
GHAM
264
Gilman Hill Asset Management
Connecticut
$2.3M +$313K +5,627 +14%
PGFC
265
Peapack-Gladstone Financial Corp
New Jersey
$2.3M -$154K -2,767 -6%
EP
266
EPIQ Partners
Minnesota
$2.25M +$240K +4,311 +11%
4WM
267
44 Wealth Management
Oregon
$2.24M +$360K +6,475 +17%
SWP
268
Strategic Wealth Partners
Ohio
$2.24M +$2.43M +43,665 New
PRS
269
Pinkerton Retirement Specialists
Idaho
$2.22M +$349K +6,279 +17%
Cetera Investment Advisers
270
Cetera Investment Advisers
Illinois
$2.2M +$97.1K +1,745 +4%
CG
271
Caprock Group
Idaho
$2.18M +$189K +3,388 +9%
AAM
272
Azzad Asset Management
Virginia
$2.18M +$47.6K +856 +2%
SI
273
Stephens Inc
Arkansas
$2.18M -$1.02M -18,351 -30%
BF
274
BOK Financial
Oklahoma
$2.15M -$280K -5,024 -11%
DADC
275
D.A. Davidson & Co
Montana
$2.14M +$457K +8,217 +25%

UL Hedge Fund Activity: Q1 2022 in Review

1,021 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2022, worth a combined $10.7B — down 19% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of UL and 96 opened new positions — a net loss of 63 holders — while 369 trimmed existing stakes and 401 added.

The largest buyer was Wellington Management Group, adding an estimated $118M. The largest seller was Coho Partners, exiting entirely with an estimated $132M sold.

  • 1,021 institutional investors held Unilever (UL) as of Q1 2022, down from 1,097 in Q4 2021.
  • Funds reported $10.7B of Unilever stock for Q1 2022, down 19% quarter-over-quarter.
  • 96 funds opened new Unilever positions in Q1 2022 and 159 closed out, a net change of -63 holders.
  • The largest Unilever buyer in Q1 2022 was Wellington Management Group, an estimated $118M added.
  • The largest Unilever seller in Q1 2022 was Coho Partners, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2022.