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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
RC
351
Roundview Capital
New Jersey
$1.35M +$586K +10,521 +67%
OIS
352
Okabena Investment Services
Minnesota
$1.34M -$247K -4,444 -14%
NIM
353
Northeast Investment Management
Massachusetts
$1.34M +$65.8K +1,182 +5%
DMC
354
Drexel Morgan & Co
Pennsylvania
$1.33M
AWE
355
Avidian Wealth Enterprises
Texas
$1.33M +$166K +2,986 +13%
BWM
356
BerganKDV Wealth Management
Minnesota
$1.32M +$350K +6,284 +32%
PAS
357
Park Avenue Securities
New York
$1.31M -$268K -4,809 -16%
WTC
358
WhitTier Trust Company
Nevada
$1.31M -$23.7K -426 -2%
NHC
359
Nicholas Hoffman & Company
Georgia
$1.31M +$663K +11,918 +88%
GW
360
GW & Wade
Massachusetts
$1.3M +$57.8K +1,038 +4%
CG
361
Colony Group
Massachusetts
$1.3M +$635K +11,414 +82%
CM
362
Columbus Macro
Pennsylvania
$1.3M +$1.41M +25,357 New
VPIM
363
Vanguard Personalized Indexing Management
California
$1.29M +$461K +8,280 +49%
AllianceBernstein
364
AllianceBernstein
Tennessee
$1.28M -$112K -2,018 -7%
FC
365
Forte Capital
New York
$1.28M
RCG
366
Regatta Capital Group
California
$1.28M +$1K +18 +0.1%
ZCA
367
Zeke Capital Advisors
Pennsylvania
$1.28M +$148K +2,650 +12%
ACM
368
Ategra Capital Management
Virginia
$1.27M +$15.1K +271 +1%
CFA
369
Capstone Financial Advisors
Illinois
$1.25M -$76.5K -1,375 -5%
FFG
370
Fortem Financial Group
California
$1.25M +$779K +13,995 +134%
SIA
371
Schechter Investment Advisors
Michigan
$1.23M +$424K +7,623 +46%
ATC
372
Argent Trust Co
Tennessee
$1.23M -$619K -11,115 -32%
FCI
373
Financial Counselors Inc
Kansas
$1.21M -$196K -3,526 -13%
CSS
374
Cubist Systematic Strategies
Connecticut
$1.2M +$207K +3,710 +19%
NA
375
NewEdge Advisors
Louisiana
$1.2M +$322K +5,780 +33%

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.