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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
WCM
51
Wedge Capital Management
North Carolina
$32.4M +$5.64M +101,305 +19%
ClearBridge Investments
52
ClearBridge Investments
New York
$31.5M +$4.7M +84,495 +16%
MIS
53
Morningstar Investment Services
Illinois
$31.1M +$56.6K +1,016 +0.2%
SC
54
Scotia Capital
Ontario, Canada
$30.8M -$5M -89,806 -13%
WG
55
Welch Group
Alabama
$30.7M +$4.1M +73,605 +14%
OAM
56
Oppenheimer Asset Management
New York
$30.4M +$1.07M +19,281 +3%
JP Morgan Chase
57
JP Morgan Chase
New York
$30.1M +$7.77M +139,609 +31%
MME
58
Meag Munich Ergo
Germany
$29.5M +$11.1M +199,368 +54%
HL
59
Harding Loevner
New Jersey
$28.7M -$94.4M -1,696,282 -75%
EIP
60
Easterly Investment Partners
Massachusetts
$28M -$1.07M -19,148 -3%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$27.7M -$23.5M -421,349 -44%
TAM
62
Tocqueville Asset Management
New York
$27.2M +$11.3M +202,678 +62%
Ameriprise
63
Ameriprise
Minnesota
$26.8M +$9.39M +168,697 +48%
SJIC
64
St. James Investment Company
Texas
$25.8M -$290K -5,219 -1%
ACM
65
Advisors Capital Management
New Jersey
$25.6M +$10.5M +187,885 +60%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$25.4M -$5.73M -103,017 -17%
JFL
67
Jarislowsky, Fraser Ltd
Quebec, Canada
$25.2M -$1.41M -25,420 -5%
Polen Capital Management
68
Polen Capital Management
Florida
$24.8M +$1.12M +20,100 +4%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$24.7M -$113M -2,023,823 -81%
Invesco
70
Invesco
Georgia
$24.1M +$6.99M +125,505 +36%
CEI
71
Clark Estates Inc
New York
$23.9M +$11.1M +200,000 +75%
LCS
72
Levin Capital Strategies
New York
$23.6M +$17.4M +312,274 +210%
BCAM
73
Boston Common Asset Management
Massachusetts
$23.3M +$1.84M +33,125 +8%
GIA
74
Guyasuta Investment Advisors
Pennsylvania
$22.9M -$724K -13,004 -3%
SC
75
Saturna Capital
Washington
$22.5M -$980K -17,611 -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.