We are live on ! Find out more
UL icon

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
LJHT
276
Laurie J. Hall Trustee
$2.95M -$44.9K -665 -1%
BHWM
277
Bar Harbor Wealth Management
New Hampshire
$2.87M +$176K +2,602 +6%
NGA
278
Naples Global Advisors
Florida
$2.87M -$5.2K -77 -0.2%
ASN
279
Advisory Services Network
Georgia
$2.87M -$904K -13,384 -23%
GP
280
Guardian Partners
Canada
$2.84M +$3.04M +44,978 New
NG
281
Norden Group
Utah
$2.8M -$40.6K -601 -1%
BFA
282
Benedict Financial Advisors
Georgia
$2.79M -$6.48K -96 -0.2%
GT
283
Glenmede Trust
Pennsylvania
$2.76M +$175K +2,586 +6%
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.76M -$66K -978 -2%
PCG
285
Prosperity Consulting Group
Maryland
$2.74M -$186K -2,754 -6%
FT
286
Fiduciary Trust
Massachusetts
$2.73M +$250K +3,704 +9%
LNWWM
287
Laird Norton Wetherby Wealth Management
California
$2.73M -$190K -2,815 -6%
Deutsche Bank
288
Deutsche Bank
Germany
$2.71M +$27.5K +407 +1%
FCMA
289
Foresight Capital Management Advisors
Michigan
$2.71M +$82.7K +1,225 +3%
IA
290
IFP Advisors
Florida
$2.71M +$2.56M +37,878 +833%
KGC
291
Kennon-Green & Company
Ohio
$2.7M -$31.1K -461 -1%
NI
292
Natural Investments
California
$2.69M +$2.85M +42,183 New
PAS
293
Park Avenue Securities
New York
$2.68M +$499K +7,389 +21%
CA
294
Callahan Advisors
Texas
$2.61M
ATC
295
Argent Trust Co
Tennessee
$2.57M +$694K +10,271 +34%
PBC
296
Pavion Blue Capital
California
$2.57M -$30.9K -458 -1%
PWG
297
Portside Wealth Group
Utah
$2.56M -$8.71K -129 -0.3%
WWA
298
WCG Wealth Advisors
Nevada
$2.56M +$585K +8,660 +28%
RWM
299
Ritholtz Wealth Management
New York
$2.55M -$683K -10,107 -20%
CIP
300
Capital Insight Partners
Arizona
$2.52M +$124K +1,837 +5%

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.