Unilever
1,065 hedge funds and large institutions have $12.3B invested in Unilever in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 409 increasing their positions, 411 reducing their positions, and 77 closing their positions.
21% more call options, than puts
Call options by funds: $171M | Put options by funds: $141M
0.1% less ownership
Funds ownership: 8.95% → 8.85% (-0.1%)
0% less repeat investments, than reductions
Existing positions increased: 409 | Existing positions reduced: 411
8% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 77
2% less funds holding
Funds holding: 1,083 → 1,065 (-18)
6% less capital invested
Capital invested by funds: $13.2B → $12.3B (-$846M)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$63.6M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$54M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$32.5M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
+$28.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$138M |
| 2 |
Lazard Asset Management
New York
|
-$112M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$54.6M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$39.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$36.7M |
UL Hedge Fund Activity: Q3 2023 in Review
1,065 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2023, worth a combined $12.3B — down 6.4% from $13.2B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of UL and 71 opened new positions — a net loss of 6 holders — while 411 trimmed existing stakes and 409 added.
The largest buyer was Envestnet Asset Management, adding an estimated $63.6M. The largest seller was Gardner Russo & Quinn, cutting an estimated $138M.
- 1,065 institutional investors held Unilever (UL) as of Q3 2023, down from 1,083 in Q2 2023.
- Funds reported $12.3B of Unilever stock for Q3 2023, down 6.4% quarter-over-quarter.
- 71 funds opened new Unilever positions in Q3 2023 and 77 closed out, a net change of -6 holders.
- The largest Unilever buyer in Q3 2023 was Envestnet Asset Management, an estimated $63.6M added.
- The largest Unilever seller in Q3 2023 was Gardner Russo & Quinn, an estimated $138M sold.
Based on aggregated 13F filings for Q3 2023.