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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
WA1
801
Wimmer Associates 1
California
$236K -$3.05K -45 -1%
CCG
802
Chatham Capital Group
Georgia
$235K – – –
CBT
803
Capital Bank & Trust
California
$235K +$235K +3,463 New
CWS
804
Cypress Wealth Services
California
$232K +$232K +3,421 New
CAG
805
Csenge Advisory Group
Florida
$230K -$28.9K -426 -11%
PP
806
PDS Planning
Ohio
$230K +$230K +3,390 New
PIA
807
Powell Investment Advisors
Florida
$229K – – –
CWP
808
Concord Wealth Partners
Virginia
$229K +$229K +3,372 New
SCA
809
Stonebridge Capital Advisors
Minnesota
$228K +$11.5K +170 +5%
BBNA
810
Bremer Bank National Association
Minnesota
$228K +$228K +3,362 New
CIA
811
Choate Investment Advisors
Massachusetts
$228K +$228K +3,363 New
GTAM
812
Global Trust Asset Management
Florida
$226K -$475 -7 -0.2%
BCA
813
Bay Colony Advisors
Massachusetts
$226K +$25.4K +375 +13%
SBIA
814
Sheaff Brock Investment Advisors
Indiana
$225K -$2.38K -35 -1%
IA
815
IFP Advisors
Florida
$225K +$48.4K +714 +27%
OWM
816
OneAscent Wealth Management
Alabama
$225K +$224K +3,308 New
TLP
817
Tri Locum Partners
New York
$225K +$225K +3,311 New
GDP
818
Great Diamond Partners
Maine
$223K +$223K +3,290 New
FCFC
819
First Citizens Financial Corp
Iowa
$222K +$271 +4 +0.1%
PCIA
820
Prime Capital Investment Advisors
Kansas
$222K +$222K +3,270 New
NNP
821
Nachman Norwood & Parrott
South Carolina
$220K +$167K +2,466 +321%
CS
822
Cannell & Spears
New York
$220K +$219K +3,233 New
Twin Tree Management
823
Twin Tree Management
Texas
$220K +$220K +3,237 New
WP
824
WealthPLAN Partners
Nebraska
$220K +$237K +3,495 New
GEA
825
Glen Eagle Advisors
New Jersey
$219K +$182K +2,687 +504%
31 32
33
34 35

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.