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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
SIA
251
SGL Investment Advisors
Montana
$3.3M +$54.1K +801 +2%
QT
252
Quantbot Technologies
New York
$3.28M +$1.01M +14,982 +41%
GWM
253
GSB Wealth Management
Connecticut
$3.22M +$50.9K +754 +2%
OPA
254
Old Port Advisors
Maine
$3.21M -$16.2K -240 -0.5%
NW
255
Naviter Wealth
Arkansas
$3.21M -$80.5K -1,192 -2%
AW
256
Apricus Wealth
South Carolina
$3.2M -$71.3K -1,056 -2%
DWM
257
Dakota Wealth Management
Florida
$3.18M -$133K -1,969 -4%
JWM
258
JPL Wealth Management
Colorado
$3.18M +$3.37M +49,880 New
PSC
259
Prentiss Smith & Co
Vermont
$3.18M -$810 -12 -0%
DS
260
DRW Securities
Illinois
$3.18M +$1.96M +29,056 +140%
ZB
261
Zions Bancorporation
Utah
$3.15M +$1.29M +19,159 +63%
TRCT
262
Tower Research Capital (TRC)
New York
$3.13M +$2.16M +31,988 +187%
AI
263
Atria Investments
North Carolina
$3.12M +$264K +3,910 +9%
OC
264
Oppenheimer & Co
New York
$3.12M +$286K +4,237 +9%
NA
265
NewEdge Advisors
Louisiana
$3.12M +$485K +7,178 +17%
RAM
266
Redmond Asset Management
Virginia
$3.11M +$27.8K +412 +0.9%
DC
267
Davenport & Co
Virginia
$3.09M -$26.2K -388 -0.8%
FW
268
FullCircle Wealth
Texas
$3.09M -$45.1K -668 -1%
RhumbLine Advisers
269
RhumbLine Advisers
Massachusetts
$3.07M -$294K -4,354 -8%
SA
270
Strategic Advisors
New York
$3.07M -$180K -2,666 -5%
CIA
271
Concurrent Investment Advisors
Florida
$3.03M -$37.5K -556 -1%
KCM
272
Kanawha Capital Management
Virginia
$3M -$50.2K -743 -2%
MWM
273
Meridian Wealth Management
Kentucky
$2.99M +$15.2K +225 +0.5%
ACA
274
Anchor Capital Advisors
Massachusetts
$2.96M -$104K -1,541 -3%
JAM
275
JCIC Asset Management
Ontario, Canada
$2.95M +$53.4K +791 +2%

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.