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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
BSW
601
Buckingham Strategic Wealth
Missouri
$428K +$71.3K +1,281 +18%
IB
602
Intrust Bank
Kansas
$427K -$462K -8,304 -50%
RG
603
Rathbones Group
United Kingdom
$427K +$183K +3,294 +66%
PTC
604
Private Trust Company
Ohio
$426K -$125K -2,254 -21%
AIM
605
Allen Investment Management
New York
$426K
SC
606
SouthState Corp
Florida
$426K +$92.3K +1,659 +25%
SWM
607
Salvus Wealth Management
New Jersey
$420K -$2.45K -44 -0.5%
RCAG
608
Rehmann Capital Advisory Group
Michigan
$420K +$49.2K +884 +12%
CCM
609
Chiron Capital Management
Florida
$419K +$455K +8,178 New
IWP
610
Icon Wealth Partners
Texas
$410K -$257K -4,617 -37%
AC
611
Abbrea Capital
California
$410K -$13.6K -244 -3%
KWM
612
Kingsview Wealth Management
Oregon
$409K +$47.9K +861 +12%
FAFN
613
First Affirmative Financial Network
Colorado
$408K +$90.6K +1,628 +26%
BJL
614
Brighton Jones LLC
Washington
$404K -$7.9K -142 -2%
KFSC
615
Keystone Financial Services (Colorado)
Colorado
$404K -$4.62K -83 -1%
SGA
616
Strategic Global Advisors
California
$403K +$6.62K +119 +2%
PCIA
617
Prime Capital Investment Advisors
Kansas
$402K -$7.4K -133 -2%
YWP
618
YorkBridge Wealth Partners
New York
$400K +$3.28K +59 +0.8%
SAM
619
Silvercrest Asset Management
New York
$396K
CGA
620
Crescent Grove Advisors
Illinois
$395K +$8.46K +152 +2%
AWM
621
Aevitas Wealth Management
Massachusetts
$393K -$200K -3,600 -32%
WG
622
Watchman Group
Texas
$393K -$73.7K -1,324 -15%
BP
623
Ballentine Partners
Massachusetts
$391K -$7.96K -143 -2%
JWM
624
Jeppson Wealth Management
California
$389K +$423K +7,600 New
MNBTD
625
Moody National Bank Trust Division
Texas
$387K -$59.1K -1,062 -12%

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.