Unilever
1,104 hedge funds and large institutions have $13.2B invested in Unilever in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 377 increasing their positions, 406 reducing their positions, and 62 closing their positions.
163% more first-time investments, than exits
New positions opened: 163 | Existing positions closed: 62
42% more call options, than puts
Call options by funds: $213M | Put options by funds: $150M
15% more capital invested
Capital invested by funds: $11.4B → $13.2B (+$1.71B)
8% more funds holding
Funds holding: 1,019 → 1,104 (+85)
0.17% more ownership
Funds ownership: 9.15% → 9.32% (+0.17%)
7% less repeat investments, than reductions
Existing positions increased: 377 | Existing positions reduced: 406
4% less funds holding in top 10
Funds holding in top 10: 24 → 23 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Pendal Group
Sydney,
Australia
|
+$215M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$160M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$36.1M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$26.1M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$80.9M |
| 2 |
BlackRock
New York
|
-$57.7M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$50.8M |
| 4 |
CCM
Cullen Capital Management
New York
|
-$47.4M |
| 5 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$44.9M |
UL Hedge Fund Activity: Q4 2022 in Review
1,104 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2022, worth a combined $13.2B — up 15% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 163 funds opened new UL positions and 62 closed out — a net gain of 101 holders — while 377 added to existing stakes and 406 trimmed.
The largest buyer was Pendal Group, adding an estimated $215M. The largest seller was Capital International Investors, cutting an estimated $80.9M.
- 1,104 institutional investors held Unilever (UL) as of Q4 2022, up from 1,019 in Q3 2022.
- Funds reported $13.2B of Unilever stock for Q4 2022, up 15% quarter-over-quarter.
- 163 funds opened new Unilever positions in Q4 2022 and 62 closed out, a net change of +101 holders.
- The largest Unilever buyer in Q4 2022 was Pendal Group, an estimated $215M added.
- The largest Unilever seller in Q4 2022 was Capital International Investors, an estimated $80.9M sold.
Based on aggregated 13F filings for Q4 2022.