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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
LIM
576
Leavell Investment Management
Alabama
$465K
HT
577
HAP Trading
New York
$463K +$502K +9,023 New
SVWAG
578
Sound View Wealth Advisors Group
Georgia
$461K -$47.4K -852 -9%
DG
579
DMC Group
Alabama
$460K -$247K -4,431 -33%
IP
580
Intellectus Partners
California
$460K -$19.6K -353 -4%
MWA
581
Meridian Wealth Advisors
Texas
$456K +$106K +1,910 +27%
QCG
582
Quadrant Capital Group
Ohio
$455K -$24.9K -447 -5%
AAS
583
Ameritas Advisory Services
Nebraska
$455K +$36.5K +656 +8%
MGWM
584
Marks Group Wealth Management
Minnesota
$455K +$89.2K +1,602 +22%
CT
585
Caldwell Trust
Florida
$450K -$13K -234 -3%
ATPW
586
Ashton Thomas Private Wealth
Arizona
$450K +$140K +2,521 +40%
RWM
587
Ritholtz Wealth Management
New York
$445K -$166K -2,983 -26%
MCM
588
Murphy Capital Management
New Jersey
$443K -$42.3K -760 -8%
MSAM
589
Moloney Securities Asset Management
Missouri
$443K +$35.7K +642 +8%
SIAP
590
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$442K -$181K -3,258 -27%
FC
591
FCA Corp
Texas
$442K +$34.6K +622 +8%
LP
592
LGL Partners
Pennsylvania
$439K -$9.02K -162 -2%
CC
593
Chicago Capital
Illinois
$439K
AF
594
Allworth Financial
California
$438K
CGL
595
Clarius Group LLC
Washington
$437K
VIA
596
Vident Investment Advisory
Georgia
$436K -$11.2K -201 -2%
CAM
597
Cypress Asset Management
Texas
$435K -$162K -2,909 -26%
RC
598
RBO & Co
California
$435K +$29.2K +525 +7%
LCP
599
Legacy Capital Partners
Wisconsin
$429K
DCP
600
Distillate Capital Partners
Illinois
$428K -$18.4K -331 -4%

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.