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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
PWP
426
Principle Wealth Partners
Connecticut
$940K -$45.2K -812 -4%
CFMC
427
Curbstone Financial Management Corp
New Hampshire
$931K +$42K +755 +4%
SAM
428
Seelaus Asset Management
New Jersey
$924K +$1M +18,019 New
CCM
429
Covington Capital Management
California
$917K +$5.01K +90 +0.5%
FFS
430
Founders Financial Securities
Maryland
$907K +$95.2K +1,710 +11%
GWMI
431
Guardian Wealth Management (Illinois)
Illinois
$907K +$159K +2,855 +19%
WIC
432
Woodmont Investment Counsel
Tennessee
$899K +$976K +17,526 New
NG
433
Northstar Group
New York
$887K +$2.23K +40 +0.2%
BCB
434
Brian C. Broderick
$882K -$3.87M -69,443 -80%
OFG
435
OmniStar Financial Group
North Carolina
$879K +$142K +2,557 +18%
LCM
436
Leisure Capital Management
California
$871K +$186K +3,335 +24%
CAM
437
Cresset Asset Management
Illinois
$867K +$80K +1,438 +9%
BCP
438
Berkeley Capital Partners
Georgia
$866K +$729K +13,101 +346%
DWT
439
Dorsey & Whitney Trust
South Dakota
$861K +$127K +2,276 +16%
GI
440
GAMCO Investors
Connecticut
$858K +$124K +2,222 +15%
TSW
441
Thompson Siegel & Walmsley
Virginia
$857K -$14.9K -267 -2%
EFS
442
Essex Financial Services
Connecticut
$850K -$57.4K -1,032 -6%
WA
443
Wambolt & Associates
Colorado
$850K +$37K +664 +4%
VFA
444
Voya Financial Advisors
Connecticut
$849K -$118K -2,126 -12%
RMAM
445
Raab & Moskowitz Asset Management
New Jersey
$847K -$4.45K -80 -0.5%
HSBC Holdings
446
HSBC Holdings
United Kingdom
$845K -$855K -15,358 -48%
LWAM
447
Legacy Wealth Asset Management
Minnesota
$843K +$132K +2,374 +17%
RCI
448
RS Crum Inc
California
$842K -$88.1K -1,583 -9%
HI
449
Harrington Investments
California
$825K -$98.3K -1,766 -10%
GSWM
450
Greenup Street Wealth Management
Michigan
$822K -$89.2K -1,602 -9%

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.