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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
CSIC
551
Clifford Swan Investment Counsel
California
$520K -$4.9K -88 -0.9%
RFG
552
Range Financial Group
Oregon
$518K +$90.1K +1,618 +19%
BCMO
553
Buckingham Capital Management (Ohio)
Ohio
$517K +$52.3K +940 +10%
MA
554
Mutual Advisors
Nebraska
$517K +$101K +1,817 +22%
FWM
555
Foresight Wealth Management
Utah
$514K +$177K +3,186 +47%
HH
556
Hilltop Holdings
Texas
$510K -$326K -5,849 -37%
PFS
557
Physicians Financial Services
North Carolina
$510K -$4.95K -89 -0.9%
MSA
558
Marino Stram & Associates
Massachusetts
$507K -$132K -2,379 -19%
MW
559
Marcum Wealth
Ohio
$507K -$46.6K -837 -8%
MCC
560
Money Concepts Capital
Florida
$496K +$539K +9,675 New
JIC
561
Joel Isaacson & Co
New York
$493K +$111 +2 +0%
WFAG
562
Wescott Financial Advisory Group
Pennsylvania
$490K +$532K +9,564 New
AIM
563
Axiom Investment Management
New York
$486K -$54.9K -987 -9%
EM
564
Excalibur Management
Massachusetts
$483K +$174K +3,118 +49%
CTC
565
Central Trust Company
Missouri
$482K +$26.2K +471 +5%
CAM
566
Cozad Asset Management
Illinois
$481K +$41.1K +738 +9%
P
567
Pitcairn
Pennsylvania
$478K -$957K -17,191 -65%
GT
568
Glenview Trust
Kentucky
$478K -$7.4K -133 -1%
A
569
Astrantus
Cyprus
$474K +$515K +9,244 New
LNWTC
570
Laird Norton Wetherby Trust Company
Washington
$471K -$28.8K -518 -5%
TCA
571
Transcend Capital Advisors
New Jersey
$471K +$78.3K +1,407 +18%
MIAN
572
Mariner Independent Advisor Network
Kansas
$470K +$507K +9,116 New
MCM
573
MAI Capital Management
Ohio
$469K +$131K +2,352 +35%
FB
574
Fulton Bank
Pennsylvania
$468K -$2.36M -42,430 -82%
Cerity Partners
575
Cerity Partners
New York
$465K -$835K -14,998 -62%

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.