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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
IWM
776
IHT Wealth Management
Illinois
$227K +$1K +18 +0.4%
MSS
777
Mitchell Sinkler & Starr
Pennsylvania
$225K -$62.2K -1,117 -20%
BG
778
Bollard Group
Massachusetts
$225K +$2.17K +39 +0.9%
JCM
779
Jacobi Capital Management
Pennsylvania
$225K +$33.8K +607 +16%
MPW
780
Monterey Private Wealth
California
$225K +$241K +4,324 New
AIA
781
Angeles Investment Advisors
California
$224K -$17.9K -322 -7%
LPT
782
Legacy Private Trust
Wisconsin
$224K -$14.9K -267 -6%
SFG
783
Sather Financial Group
Texas
$223K -$37.6M -676,130 -99%
MHIC
784
Marble Harbor Investment Counsel
Massachusetts
$223K
TC
785
Tacita Capital
Ontario, Canada
$223K
MFA
786
Mayflower Financial Advisors
Massachusetts
$222K +$4.9K +88 +2%
FMWA
787
Forvis Mazars Wealth Advisors
Missouri
$219K +$36.5K +656 +18%
DS
788
DRW Securities
Illinois
$218K
MMPW
789
Mitchell McLeod Pugh & Williams
Alabama
$217K -$36.3K -653 -13%
AC
790
Annandale Capital
Texas
$217K
MHS
791
M Holdings Securities
Oregon
$217K +$236K +4,237 New
SW
792
Solidarity Wealth
Utah
$217K +$239K +4,300 New
GIA
793
Gladstone Institutional Advisory
Florida
$216K +$234K +4,206 New
KFC
794
Klingenstein Fields & Co
New York
$215K
TCM
795
Telos Capital Management
California
$215K +$13.1K +235 +6%
H
796
HoyleCohen
California
$212K +$230K +4,134 New
WCM Investment Management
797
WCM Investment Management
California
$212K +$230K +4,134 New
LC
798
Lindbrook Capital
California
$209K -$44.4K -797 -16%
FSA
799
Franklin Street Advisors
North Carolina
$209K -$38.4K -689 -14%
SWA
800
SFMG Wealth Advisors
Texas
$209K

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.