Unilever
1,037 hedge funds and large institutions have $13.7B invested in Unilever in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 451 increasing their positions, 313 reducing their positions, and 61 closing their positions.
105% more call options, than puts
Call options by funds: $115M | Put options by funds: $56.2M
44% more repeat investments, than reductions
Existing positions increased: 451 | Existing positions reduced: 313
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
25% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 61
7% more capital invested
Capital invested by funds: $12.7B → $13.7B (+$913M)
0% more funds holding
Funds holding: 1,032 → 1,037 (+5)
0.22% more ownership
Funds ownership: 7.72% → 7.94% (+0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$106M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$54.2M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$53.3M |
| 4 |
BlackRock
New York
|
+$49.9M |
| 5 |
EIP
Easterly Investment Partners
Beverly,
Massachusetts
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$39.3M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$37.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$29.6M |
| 4 |
D.E. Shaw & Co
New York
|
-$29.5M |
| 5 |
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
-$29M |
UL Hedge Fund Activity: Q2 2021 in Review
1,037 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2021, worth a combined $13.7B — up 7.2% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new UL positions and 61 closed out — a net gain of 15 holders — while 451 added to existing stakes and 313 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $106M. The largest seller was Ameriprise, cutting an estimated $39.3M.
- 1,037 institutional investors held Unilever (UL) as of Q2 2021, up from 1,032 in Q1 2021.
- Funds reported $13.7B of Unilever stock for Q2 2021, up 7.2% quarter-over-quarter.
- 76 funds opened new Unilever positions in Q2 2021 and 61 closed out, a net change of +15 holders.
- The largest Unilever buyer in Q2 2021 was Wellington Management Group, an estimated $106M added.
- The largest Unilever seller in Q2 2021 was Ameriprise, an estimated $39.3M sold.
Based on aggregated 13F filings for Q2 2021.