Unilever
1,083 hedge funds and large institutions have $13.2B invested in Unilever in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 402 increasing their positions, 407 reducing their positions, and 82 closing their positions.
8% more call options, than puts
Call options by funds: $184M | Put options by funds: $170M
0.28% less ownership
Funds ownership: 9.23% → 8.95% (-0.28%)
1% less repeat investments, than reductions
Existing positions increased: 402 | Existing positions reduced: 407
2% less capital invested
Capital invested by funds: $13.5B → $13.2B (-$287M)
2% less funds holding
Funds holding: 1,104 → 1,083 (-21)
12% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 82
26% less funds holding in top 10
Funds holding in top 10: 23 → 17 (-6)
Top Buyers
| 1 |
Lazard Asset Management
New York
|
+$101M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$42M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$37.2M |
| 5 |
Optiver Holding
Amsterdam,
Netherlands
|
+$29.6M |
Top Sellers
UL Hedge Fund Activity: Q2 2023 in Review
1,083 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2023, worth a combined $13.2B — down 2.1% from $13.5B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of UL and 72 opened new positions — a net loss of 10 holders — while 407 trimmed existing stakes and 402 added.
The largest buyer was Lazard Asset Management, adding an estimated $101M. The largest seller was Capital International Investors, cutting an estimated $160M.
- 1,083 institutional investors held Unilever (UL) as of Q2 2023, down from 1,104 in Q1 2023.
- Funds reported $13.2B of Unilever stock for Q2 2023, down 2.1% quarter-over-quarter.
- 72 funds opened new Unilever positions in Q2 2023 and 82 closed out, a net change of -10 holders.
- The largest Unilever buyer in Q2 2023 was Lazard Asset Management, an estimated $101M added.
- The largest Unilever seller in Q2 2023 was Capital International Investors, an estimated $160M sold.
Based on aggregated 13F filings for Q2 2023.