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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
SCM
776
Spreng Capital Management
Ohio
$254K -$6.04K -89 -2%
WKWM
777
Walter & Keenan Wealth Management
Indiana
$252K -$107K -1,581 -30%
OWA
778
One Wealth Advisors
California
$252K +$15.9K +234 +7%
ERIM
779
Eagle Ridge Investment Management
Connecticut
$248K – – –
BOM
780
Bank of Marin
California
$247K – – –
GC
781
Grimes & Company
Massachusetts
$247K +$246K +3,629 New
BL
782
Balentine LLC
Georgia
$247K +$246K +3,631 New
PIM
783
Perpetual Investment Management
Australia
$246K +$244K +3,594 New
GWSG
784
GPS Wealth Strategies Group
Colorado
$246K +$246K +3,621 New
KFC
785
Klingenstein Fields & Co
New York
$246K +$246K +3,627 New
RCA
786
Ranch Capital Advisors
Florida
$245K +$6.38K +94 +3%
AWM
787
Aries Wealth Management
Maine
$245K +$244K +3,591 New
LRPA
788
L. Roy Papp & Associates
Arizona
$245K +$245K +3,615 New
HCA
789
Horan Capital Advisors
Ohio
$244K +$244K +3,600 New
HIA
790
Harbor Investment Advisory
Maryland
$243K +$69.3K +1,022 +40%
EWM
791
EPG Wealth Management
Georgia
$243K +$243K +3,581 New
ACWM
792
Adams Chetwood Wealth Management
North Carolina
$242K – – –
SS
793
Sunbelt Securities
Texas
$242K +$242K +3,563 New
TNBTD
794
Trustmark National Bank Trust Department
Mississippi
$241K – – –
QT
795
Quantamental Technologies
New York
$241K +$241K +3,552 New
PWP
796
Private Wealth Partners
California
$241K +$241K +3,556 New
HS
797
Haafor (Singapore)
Singapore
$240K +$240K +3,539 New
MWM
798
Mission Wealth Management
California
$239K +$239K +3,522 New
CCA
799
Column Capital Advisors
Indiana
$238K +$4.27K +63 +2%
LA
800
LexAurum Advisors
Kansas
$238K +$238K +3,509 New
30 31
32
33 34

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.