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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
VCM
501
Vigilant Capital Management
Maine
$654K -$434K -7,793 -38%
DP
502
Dearborn Partners
Illinois
$653K +$18.9K +340 +3%
LCM
503
LCM Capital Management
Illinois
$652K +$10.5K +188 +2%
RSWM
504
Robertson Stephens Wealth Management
California
$650K -$253K -4,552 -26%
PI
505
Putnam Investments
Massachusetts
$650K +$112K +2,018 +19%
CCG
506
Cloverfields Capital Group
Minnesota
$640K +$695K +12,481 New
VFA
507
Valeo Financial Advisors
Indiana
$639K -$35.4K -636 -5%
BIAS
508
Beacon Investment Advisory Services
New Jersey
$639K
CCM
509
Compton Capital Management
Rhode Island
$638K
AWM
510
Altium Wealth Management
New York
$634K +$250K +4,492 +57%
N
511
Nuveen
North Carolina
$633K -$2.22M -39,936 -76%
SIG
512
Stonegate Investment Group
Alabama
$617K -$30.3K -544 -4%
ABP
513
Arthur B. Page
$612K -$1.43M -25,608 -68%
S
514
SignatureFD
Georgia
$608K -$294K -5,284 -31%
AIM
515
Anchor Investment Management
South Carolina
$605K -$7.35K -132 -1%
MPAM
516
Murphy Pohlad Asset Management
Minnesota
$604K +$233K +4,191 +55%
FFWA
517
FRG Family Wealth Advisors
Washington
$602K +$13.6K +244 +2%
TPWM
518
Twelve Points Wealth Management
Massachusetts
$599K -$88.9K -1,598 -12%
TF
519
TIAA FSB
Florida
$599K +$60.3K +1,083 +10%
MPPW
520
Mitchell & Pahl Private Wealth
Oklahoma
$595K +$75.9K +1,363 +13%
IIM
521
InTrack Investment Management
Vermont
$594K +$645K +11,589 New
AWM
522
Absher Wealth Management
North Carolina
$588K +$136K +2,448 +27%
IF
523
Intrua Financial
Texas
$586K +$230K +4,134 +57%
NSIM
524
North Star Investment Management
Illinois
$585K
LSAG
525
Lake Street Advisors Group
New Hampshire
$579K -$74.3K -1,334 -11%

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.