We are live on ! Find out more
UL icon

Unilever
UL

1,109 hedge funds and large institutions have $12.7B invested in Unilever in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 373 increasing their positions, 449 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 74

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

11% more call options, than puts

Call options by funds: $154M | Put options by funds: $138M

1% more funds holding

Funds holding: 1,093 → 1,109 (+16)

2% more capital invested

Capital invested by funds: $12.5B → $12.7B (+$194M)

0.64% less ownership

Funds ownership: 8.81% → 8.18% (-0.64%)

17% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 449

Holders
1,109
Holders Change
+16
Holders Change %
+1.46%
% of All Funds
16.02%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
103
Increased
373
Reduced
449
Closed
74
Calls
$154M
Puts
$138M
Net Calls
+$15.6M
Net Calls Change
-$43.8M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$68.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.6M
3
SSA
Schonfeld Strategic Advisors
New York
+$63.6M
4
ClearBridge Investments
ClearBridge Investments
New York
+$58.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$47.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$442M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$200M
3
Bank of America
Bank of America
North Carolina
-$87.5M
4
Stifel Financial
Stifel Financial
Missouri
-$58.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$57.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
776
Sabal Trust
Florida
$299K +$1.3K +22 +0.5%
LPT
777
Legacy Private Trust
Wisconsin
$298K – – –
HFAS
778
Hummer Financial Advisory Services
Illinois
$297K – – –
SWP
779
Strategic Wealth Partners
Ohio
$295K +$4.25K +72 +2%
KMWM
780
Keudell/Morrison Wealth Management
Oregon
$293K -$90.3K -1,528 -24%
TIA
781
Traphagen Investment Advisors
New Jersey
$292K +$414 +7 +0.1%
WAG
782
Wallace Advisory Group
California
$290K +$277K +4,688 New
FG
783
Fiduciary Group
Georgia
$289K -$33.5K -567 -11%
GWM
784
Graybill Wealth Management
Illinois
$289K +$4.73K +80 +2%
FC
785
Fulcrum Capital
Washington
$287K – – –
KOCAA
786
Knights of Columbus Asset Advisors
Connecticut
$287K +$10.5K +178 +4%
Empower Advisory Group
787
Empower Advisory Group
Colorado
$285K -$137K -2,320 -34%
SAG
788
SageView Advisory Group
California
$284K +$272K +4,596 New
TFA
789
Transamerica Financial Advisors
Florida
$284K – – –
BDA
790
Borer Denton & Associates
Pennsylvania
$283K – – –
NCM
791
Northwest Capital Management
Oregon
$283K – – –
CHP
792
Cable Hill Partners
Oregon
$282K +$270K +4,566 New
LRIA
793
Leonard Rickey Investment Advisors
Washington
$282K +$270K +4,562 New
FSA
794
Franklin Street Advisors
North Carolina
$282K – – –
FBT
795
First Bankers Trust
Kentucky
$282K – – –
SAM
796
Steinberg Asset Management
New York
$280K – – –
FNFDCM
797
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$279K +$14.5K +245 +6%
WA
798
Wambolt & Associates
Colorado
$279K -$51.6K -873 -16%
HW
799
Hancock Whitney
Mississippi
$278K +$31.8K +538 +14%
AF
800
Advisornet Financial
Minnesota
$277K +$21.9K +371 +9%
30 31
32
33 34

UL Hedge Fund Activity: Q2 2024 in Review

1,109 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2024, worth a combined $12.7B — up 1.6% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UL positions and 74 closed out — a net gain of 29 holders — while 373 added to existing stakes and 449 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $68.4M. The largest seller was BlackRock, cutting an estimated $442M.

  • 1,109 institutional investors held Unilever (UL) as of Q2 2024, up from 1,093 in Q1 2024.
  • Funds reported $12.7B of Unilever stock for Q2 2024, up 1.6% quarter-over-quarter.
  • 103 funds opened new Unilever positions in Q2 2024 and 74 closed out, a net change of +29 holders.
  • The largest Unilever buyer in Q2 2024 was Fisher Asset Management, an estimated $68.4M added.
  • The largest Unilever seller in Q2 2024 was BlackRock, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2024.