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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
FANJ
651
Financial Architects (New Jersey)
New Jersey
$349K -$184K -3,301 -33%
CCB
652
Country Club Bank
Missouri
$347K +$371K +6,667 New
BFS
653
Bradley Foster & Sargent
Connecticut
$346K -$11K -198 -3%
CDH
654
Charles D. Hyman
$346K
SPWM
655
Schrum Private Wealth Management
Florida
$343K -$9.18K -165 -2%
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$343K -$1.17K -21 -0.3%
AT
657
Arden Trust
Delaware
$340K +$27.7K +498 +8%
CIA
658
Cohen Investment Advisors
New Hampshire
$339K +$5.84K +105 +2%
SWA
659
Stratos Wealth Advisors
Ohio
$338K -$703K -12,627 -66%
MAM
660
Madison Asset Management
Wisconsin
$336K -$44.5K -800 -11%
BCWM
661
Bartlett & Co Wealth Management
Ohio
$335K
OPS
662
Orion Portfolio Solutions
Nebraska
$335K -$169K -3,037 -32%
BC
663
Bartlett & Co
Ohio
$335K
NCM
664
Northwest Capital Management
Oregon
$330K
GDP
665
Great Diamond Partners
Maine
$329K +$161K +2,894 +82%
CIC
666
Chase Investment Counsel
Virginia
$327K +$5.96K +107 +2%
AWM
667
AE Wealth Management
Kansas
$325K -$1.06M -19,040 -75%
SG
668
Stonnington Group
California
$322K -$247K -4,444 -41%
PC
669
Port Capital
Illinois
$319K
SC
670
Searle & Co
Connecticut
$319K
AC
671
Arjuna Capital
North Carolina
$317K +$82K +1,474 +31%
HWM
672
HB Wealth Management
Georgia
$313K +$146K +2,625 +76%
KPCM
673
Kings Point Capital Management
New York
$311K -$7.44M -133,667 -96%
EP
674
Eudaimonia Partners
Tennessee
$311K +$338K +6,064 New
CWP
675
Curated Wealth Partners
California
$309K

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.