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Unilever

1,019 hedge funds and large institutions have $11.4B invested in Unilever in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 453 increasing their positions, 337 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $200M | Put options by funds: $104M

34% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 337

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

1% more capital invested

Capital invested by funds: $11.4B → $11.4B (+$69M)

0.47% more ownership

Funds ownership: 8.68%9.15% (+0.47%)

4% less funds holding

Funds holding: 1,0571,019 (-38)

25% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 95

Holders
1,019
Holders Change
-38
Holders Change %
-3.6%
% of All Funds
17.55%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.41%
New
71
Increased
453
Reduced
337
Closed
95
Calls
$200M
Puts
$104M
Net Calls
+$96.2M
Net Calls Change
+$7.76M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hamlin Capital Management
New York
$95.6M +$52.3M +1,001,773 +107%
SRIM
27
Saratoga Research & Investment Management
California
$91.9M +$4.35M +83,261 +5%
CB
28
Cooke & Bieler
Pennsylvania
$87.6M -$1.22M -23,421 -1%
RRAM
29
River Road Asset Management
Kentucky
$87.5M -$7.54M -144,337 -8%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$83.7M +$11M +210,666 +14%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$78.2M +$5.28M +101,071 +7%
SI
32
Scharf Investments
California
$76.4M +$3.21M +61,520 +4%
EHC
33
Everett Harris & Co
California
$74M +$789K +15,093 +1%
IPAM
34
ICICI Prudential Asset Management
India
$61.7M +$24.7M +473,073 +63%
First Trust Advisors
35
First Trust Advisors
Illinois
$61.6M +$3.35M +64,059 +5%
EIC
36
Equity Investment Corp
Georgia
$60.1M +$919K +17,591 +1%
UCFA
37
United Capital Financial Advisors
Texas
$54.6M +$458K +8,764 +0.8%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$53.6M +$5.28M +101,043 +10%
JP Morgan Chase
39
JP Morgan Chase
New York
$50M +$2.58M +49,438 +5%
JIC
40
Johnson Investment Counsel
Ohio
$48.2M -$1.99M -38,069 -4%
Aristotle Capital Management
41
Aristotle Capital Management
California
$47.8M -$1.75M -33,450 -3%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$47.6M -$21.4M -409,488 -30%
MME
43
Meag Munich Ergo
Germany
$45.4M -$281K -5,383 -0.6%
TAM
44
Trillium Asset Management
Massachusetts
$43.7M +$2.53M +48,351 +6%
Truist Financial
45
Truist Financial
North Carolina
$43M +$5.15M +98,656 +13%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$39.8M +$15.5M +297,473 +58%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.2M +$10.8M +207,612 +37%
Chevy Chase Trust
48
Chevy Chase Trust
Maryland
$37M +$3.69M +70,718 +10%
UBS Group
49
UBS Group
Switzerland
$36.6M +$1.23M +23,461 +3%
CIM
50
Corda Investment Management
Texas
$36.5M +$776K +14,854 +2%

UL Hedge Fund Activity: Q3 2022 in Review

1,019 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2022, worth a combined $11.4B — up 0.61% from $11.4B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of UL and 71 opened new positions — a net loss of 24 holders — while 337 trimmed existing stakes and 453 added.

The largest buyer was Wellington Management Group, adding an estimated $459M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $45.3M sold.

  • 1,019 institutional investors held Unilever (UL) as of Q3 2022, down from 1,057 in Q2 2022.
  • Funds reported $11.4B of Unilever stock for Q3 2022, up 0.61% quarter-over-quarter.
  • 71 funds opened new Unilever positions in Q3 2022 and 95 closed out, a net change of -24 holders.
  • The largest Unilever buyer in Q3 2022 was Wellington Management Group, an estimated $459M added.
  • The largest Unilever seller in Q3 2022 was D.E. Shaw & Co, an estimated $45.3M sold.

Based on aggregated 13F filings for Q3 2022.