We are live on ! Find out more
UL icon

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
BFA
276
Benedict Financial Advisors
Georgia
$2.13M +$39.7K +713 +2%
TYCC
277
Texas Yale Capital Corp
Florida
$2.11M -$28.2K -507 -1%
SBH
278
Segall Bryant & Hamill
Illinois
$2.08M +$2.26M +40,603 New
TIM
279
Tevis Investment Management
Texas
$2.06M +$157K +2,821 +8%
SAM
280
Smithbridge Asset Management
Pennsylvania
$2.06M +$197K +3,540 +10%
SW
281
SkyOak Wealth
Michigan
$2.05M +$51.7K +928 +2%
AWS
282
Atria Wealth Solutions
New York
$2.05M +$2.22M +39,956 New
OC
283
Oppenheimer & Co
New York
$2.04M +$463K +8,325 +26%
CIP
284
Capital Insight Partners
Arizona
$2.04M +$270K +4,842 +14%
LNWWM
285
Laird Norton Wetherby Wealth Management
California
$2.02M -$418K -7,514 -16%
NED
286
Nancy E. Dempze
$2.01M -$129K -2,312 -6%
MC
287
Moors & Cabot
Massachusetts
$2.01M +$169K +3,035 +8%
Fayez Sarofim & Co
288
Fayez Sarofim & Co
Texas
$2M
RWA
289
River Wealth Advisors
Pennsylvania
$1.99M -$501 -9 -0%
PA
290
Pinnacle Associates
New York
$1.97M -$65K -1,168 -3%
MOS
291
MGO One Seven
Ohio
$1.96M -$43.1K -774 -2%
FT
292
Fiduciary Trust
Massachusetts
$1.94M -$1.61K -29 -0.1%
NIC
293
Northwest Investment Counselors
Oregon
$1.93M +$52.9K +950 +3%
CS
294
Candriam SCA
Luxembourg
$1.88M +$589K +10,582 +41%
YCM
295
Yousif Capital Management
Michigan
$1.86M
OSNBOA
296
Old Second National Bank of Aurora
Illinois
$1.85M +$153K +2,745 +8%
CA
297
Callahan Advisors
Texas
$1.81M +$799K +14,355 +69%
TNB
298
Thomasville National Bank
Georgia
$1.8M +$1.96M +35,190 New
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$1.79M -$2.27M -40,829 -54%
State Street
300
State Street
Massachusetts
$1.79M +$24K +432 +1%

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.