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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
GC
401
Guggenheim Capital
Illinois
$1.05M -$176K -3,166 -13%
LRWA
402
Long Run Wealth Advisors
New York
$1.04M +$181K +3,254 +19%
BCM
403
BTC Capital Management
Iowa
$1.04M +$49.4K +887 +5%
WF
404
Welch & Forbes
Massachusetts
$1.04M
CIAS
405
Capital Investment Advisory Services
North Carolina
$1.03M +$1.12M +20,167 New
AssetMark Inc
406
AssetMark Inc
California
$1.03M +$459K +8,250 +70%
SIAG
407
Signet Investment Advisory Group
Rhode Island
$1.02M -$50.7K -911 -4%
LOIM
408
Liberty One Investment Management
Illinois
$1.02M -$2.95K -53 -0.3%
WC
409
Westhampton Capital
North Carolina
$1.02M -$49.3K -886 -4%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$1.01M -$494K -8,880 -31%
GT
411
Greenleaf Trust
Michigan
$1.01M +$16.6K +298 +2%
ACM
412
AUA Capital Management
Pennsylvania
$1M +$1.09M +19,540 New
BTWM
413
Baker Tilly Wealth Management
Wisconsin
$994K -$35.3K -635 -3%
SF
414
Synovus Financial
Georgia
$988K -$58.1K -1,043 -5%
DLA
415
Douglas Lane & Associates
New York
$986K -$394K -7,075 -27%
WEG
416
World Equity Group
Illinois
$985K +$1.07M +19,210 New
RIA
417
Realta Investment Advisors
Delaware
$982K -$33.7K -606 -3%
AT
418
Arvest Trust
Oklahoma
$980K -$14.8K -266 -1%
HAM
419
Hedges Asset Management
Nevada
$980K +$158K +2,844 +17%
BA
420
Bennicas & Associates
California
$976K
WPW
421
Waldron Private Wealth
Pennsylvania
$973K +$2.95K +53 +0.3%
CCA
422
Checchi Capital Advisers
California
$966K +$65.6K +1,179 +7%
CI
423
Ceera Investments
Texas
$964K +$1.05M +18,809 New
ST
424
Smithfield Trust
Pennsylvania
$956K +$49.2K +884 +5%
SSI
425
Scott & Selber Inc
Texas
$947K +$1.03M +18,469 New

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.