We are live on ! Find out more
UL icon

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
RJA
26
Raymond James & Associates
Florida
$118M -$46.1M -828,160 -26%
Stifel Financial
27
Stifel Financial
Missouri
$118M +$62.8M +1,128,804 +97%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$105M -$42.8M -768,183 -27%
CB
29
Cooke & Bieler
Pennsylvania
$94.7M +$17.7M +318,294 +21%
SRIM
30
Saratoga Research & Investment Management
California
$87.1M +$17.8M +318,980 +23%
SI
31
Scharf Investments
California
$76.7M +$1.51M +27,063 +2%
EHC
32
Everett Harris & Co
California
$76.3M +$695K +12,491 +0.8%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$75.6M +$35.9M +644,644 +78%
First Trust Advisors
34
First Trust Advisors
Illinois
$61.8M +$9.47M +170,162 +16%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$60.3M +$26M +467,077 +66%
EIC
36
Equity Investment Corp
Georgia
$59.2M +$64.3M +1,154,522 New
UCFA
37
United Capital Financial Advisors
Texas
$55M +$3.3M +59,273 +6%
JIC
38
Johnson Investment Counsel
Ohio
$53M -$1.86M -33,415 -3%
Aristotle Capital Management
39
Aristotle Capital Management
California
$50.1M +$4.24M +76,216 +8%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$46.3M -$10.8M -194,799 -18%
UBS Group
41
UBS Group
Switzerland
$44.8M -$803K -14,428 -2%
Chevy Chase Trust
42
Chevy Chase Trust
Maryland
$42.7M +$6.79M +122,049 +17%
Truist Financial
43
Truist Financial
North Carolina
$41.9M -$14.6M -262,794 -24%
TAM
44
Trillium Asset Management
Massachusetts
$40.5M +$7.3M +131,089 +20%
IPAM
45
ICICI Prudential Asset Management
India
$39.8M -$30.7M -551,872 -42%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$39.3M -$24.4M -438,866 -36%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$39.2M -$13.8M -248,509 -25%
Capital World Investors
48
Capital World Investors
California
$39M -$1.15M -20,681 -3%
CIM
49
Corda Investment Management
Texas
$35.4M +$7.66M +137,577 +25%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$34.9M +$2.74M +49,264 +8%

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.