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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
DI
726
Diligent Investors
California
$269K +$4.95K +89 +2%
PFS
727
Prospera Financial Services
Texas
$269K +$34.2K +615 +13%
FOA
728
Five Oceans Advisors
California
$268K +$77.8K +1,397 +36%
TIA
729
Traphagen Investment Advisors
New Jersey
$268K -$21.8K -392 -7%
DFA
730
Delta Financial Advisors
Louisiana
$267K +$60.8K +1,092 +27%
IFG
731
Independent Financial Group
California
$265K +$288K +5,177 New
BHIA
732
Birch Hill Investment Advisors
Massachusetts
$265K -$51.4K -924 -15%
LC
733
Lincoln Capital
Nebraska
$264K +$27.7K +498 +11%
CCP
734
Corient Capital Partners
California
$261K -$201K -3,617 -42%
SAMT
735
Select Asset Management & Trust
Pennsylvania
$260K
EVM
736
Evelyn V. Moreno
$260K +$282K +5,068 New
HBW
737
Hazlett, Burt & Watson
West Virginia
$259K +$281K +5,042 New
HSA
738
HBK Sorce Advisory
Pennsylvania
$258K -$1.11M -19,897 -80%
CWM
739
Circle Wealth Management
New Jersey
$258K
FFG
740
Frisch Financial Group
New York
$258K +$3.01K +54 +1%
MWM
741
Mission Wealth Management
California
$257K -$40.7K -731 -13%
MA
742
Montag & Associates
Georgia
$257K
P
743
Palladiem
Pennsylvania
$255K
9WM
744
9258 Wealth Management
Ohio
$255K +$7.85K +141 +3%
GWM
745
Graybill Wealth Management
Illinois
$252K -$4.24M -76,185 -94%
TIAM2
746
Tru Independence Asset Management 2
Oregon
$251K -$3.28K -59 -1%
AB
747
Atlas Brown
Kentucky
$251K -$501 -9 -0.2%
AP
748
Americana Partners
Texas
$250K -$118K -2,127 -30%
EWM
749
EPG Wealth Management
Georgia
$250K -$13.6K -244 -5%
PWPS
750
Pinnacle Wealth Planning Services
Ohio
$249K -$320K -5,757 -54%

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.