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Unilever
UL

1,052 hedge funds and large institutions have $13.4B invested in Unilever in 2020 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 471 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,563% more first-time investments, than exits

New positions opened: 399 | Existing positions closed: 24

310% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 115

141% more capital invested

Capital invested by funds: $5.55B → $13.4B (+$7.83B)

53% more funds holding

Funds holding: 686 → 1,052 (+366)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

0.64% more ownership

Funds ownership: 6.85% → 7.5% (+0.64%)

13% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $80.2M

Holders
1,052
Holders Change
+366
Holders Change %
+53.35%
% of All Funds
18.62%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
399
Increased
471
Reduced
115
Closed
24
Calls
$70.1M
Puts
$80.2M
Net Calls
-$10.1M
Net Calls Change
+$2.64M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.12B
2
GRQ
Gardner Russo & Quinn
Pennsylvania
+$673M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$613M
4
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
+$442M
5
Bank of America
Bank of America
North Carolina
+$439M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$25.5M
2
Jane Street
Jane Street
New York
-$20.5M
3
Capital World Investors
Capital World Investors
California
-$14.7M
4
DWA
Douglass Winthrop Advisors
New York
-$12.5M
5
GCM
Gabalex Capital Management
New York
-$9.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
701
Berman Capital Advisors
Georgia
$330K +$312K +4,596 +1,665%
LC
702
Lincoln Capital
Nebraska
$329K -$570K -8,402 -63%
CAM
703
Carret Asset Management
New York
$329K +$123K +1,811 +60%
CGL
704
Clarius Group LLC
Washington
$327K +$327K +4,822 New
SHWM
705
Smith & Howard Wealth Management
Georgia
$326K – – –
PWPS
706
Pinnacle Wealth Planning Services
Ohio
$324K +$323K +4,765 New
EP
707
Eudaimonia Partners
Tennessee
$323K +$10.1K +149 +3%
PT
708
Plimoth Trust
Massachusetts
$321K +$74.8K +1,102 +30%
CCM
709
Compton Capital Management
Rhode Island
$320K +$320K +4,711 New
CCM
710
Canal Capital Management
Virginia
$319K +$1.63K +24 +0.5%
AWM
711
Absher Wealth Management
North Carolina
$319K +$25.4K +374 +9%
WT
712
Washington Trust
Rhode Island
$318K +$106K +1,564 +50%
HPC
713
Hobart Private Capital
North Carolina
$315K -$127K -1,865 -29%
EIP
714
Epoch Investment Partners
New York
$314K -$18.5K -272 -6%
WSC
715
Wellington Shields & Co
New York
$314K +$314K +4,622 New
FA
716
FMA Advisory
Pennsylvania
$312K +$75.7K +1,116 +32%
MFA
717
Mayflower Financial Advisors
Massachusetts
$312K +$312K +4,592 New
SBSB
718
Sullivan, Bruyette, Speros & Blaney
Virginia
$311K +$311K +4,586 New
WSTAM
719
Wilbanks Smith & Thomas Asset Management
Virginia
$308K +$307K +4,532 New
CL
720
Choreo LLC
Illinois
$307K – – –
BAM
721
Belpointe Asset Management
Nevada
$306K +$121K +1,778 +65%
PCG
722
Private Capital Group
Connecticut
$306K +$163K +2,404 +114%
HT
723
Heritage Trust
Oklahoma
$305K +$306K +4,504 New
SCM
724
Salem Capital Management
Massachusetts
$304K – – –
LI
725
Lafayette Investments
Maryland
$303K +$56K +826 +23%
27 28
29
30 31

UL Hedge Fund Activity: Q4 2020 in Review

1,052 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2020, worth a combined $13.4B — up 141% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 399 funds opened new UL positions and 24 closed out — a net gain of 375 holders — while 471 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $1.12B. The largest seller was Fiduciary Management Inc, cutting an estimated $25.5M.

  • 1,052 institutional investors held Unilever (UL) as of Q4 2020, up from 686 in Q3 2020.
  • Funds reported $13.4B of Unilever stock for Q4 2020, up 141% quarter-over-quarter.
  • 399 funds opened new Unilever positions in Q4 2020 and 24 closed out, a net change of +375 holders.
  • The largest Unilever buyer in Q4 2020 was BlackRock, an estimated $1.12B added.
  • The largest Unilever seller in Q4 2020 was Fiduciary Management Inc, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2020.