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Unilever

1,186 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 454 increasing their positions, 408 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 106

16% more call options, than puts

Call options by funds: $165M | Put options by funds: $143M

11% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 408

1% more funds holding

Funds holding: 1,1741,186 (+12)

0.06% more ownership

Funds ownership: 7.82%7.88% (+0.06%)

12% less capital invested

Capital invested by funds: $14.2B → $12.5B (-$1.75B)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
1,186
Holders Change
+12
Holders Change %
+1.02%
% of All Funds
15.62%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
141
Increased
454
Reduced
408
Closed
106
Calls
$165M
Puts
$143M
Net Calls
+$22.2M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MME
51
Meag Munich Ergo
Germany
$39M
Renaissance Technologies
52
Renaissance Technologies
New York
$38.6M +$40.9M +605,547 New
JFL
53
Jarislowsky, Fraser Ltd
Quebec, Canada
$37.7M +$1.22M +18,028 +3%
OAM
54
Oppenheimer Asset Management
New York
$37.2M +$572K +8,469 +1%
M&T Bank
55
M&T Bank
New York
$37.1M +$924K +13,682 +2%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.1M +$468K +6,932 +1%
SJIC
57
St. James Investment Company
Texas
$36.6M -$1.86M -27,548 -5%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$34.8M -$72M -1,065,927 -66%
CAI
59
Capital Advisors Inc
Oklahoma
$34.5M +$200K +2,961 +0.6%
RRAM
60
River Road Asset Management
Kentucky
$34.2M +$3.28M +48,571 +10%
TAM
61
Tocqueville Asset Management
New York
$34M -$120K -1,782 -0.3%
UCFA
62
United Capital Financial Advisors
Texas
$34M +$7.9M +117,050 +28%
SC
63
Saturna Capital
Washington
$33.9M +$1.4M +20,727 +4%
First Eagle Investment Management
64
First Eagle Investment Management
New York
$32.6M +$1.21M +17,911 +4%
MVIP
65
Mar Vista Investment Partners
California
$31.8M +$7.99M +118,353 +31%
Stifel Financial
66
Stifel Financial
Missouri
$29.9M +$5.31M +78,582 +20%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$28M +$4.42M +65,432 +18%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$26.5M +$583K +8,638 +2%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$24.6M -$184K -2,720 -0.7%
HighTower Advisors
70
HighTower Advisors
Illinois
$24.1M +$1.06M +15,656 +4%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$24.1M +$424K +6,272 +2%
CCMIC
72
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$23.5M +$399K +5,908 +2%
GD
73
Grandfield & Dodd
New York
$23.4M -$821K -12,152 -3%
Chevy Chase Trust
74
Chevy Chase Trust
Maryland
$23.3M +$279K +4,135 +1%
CLOS
75
Compagnie Lombard Odier SCmA
Switzerland
$22.2M +$60K +888 +0.3%

UL Hedge Fund Activity: Q4 2024 in Review

1,186 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2024, worth a combined $12.5B — down 12% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new UL positions and 106 closed out — a net gain of 35 holders — while 454 added to existing stakes and 408 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $130M. The largest seller was GQG Partners, cutting an estimated $218M.

  • 1,186 institutional investors held Unilever (UL) as of Q4 2024, up from 1,174 in Q3 2024.
  • Funds reported $12.5B of Unilever stock for Q4 2024, down 12% quarter-over-quarter.
  • 141 funds opened new Unilever positions in Q4 2024 and 106 closed out, a net change of +35 holders.
  • The largest Unilever buyer in Q4 2024 was ClearBridge Investments, an estimated $130M added.
  • The largest Unilever seller in Q4 2024 was GQG Partners, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.