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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
TFM
801
TFC Financial Management
Massachusetts
$209K +$29.4K +529 +15%
RPCONE
802
Retirement Planning Company of New England
Rhode Island
$208K +$56.6K +1,017 +33%
HWA
803
Heritage Wealth Advisors
Virginia
$207K
RWB
804
RMR Wealth Builders
New Jersey
$207K +$225K +4,044 New
LNB
805
Ledyard National Bank
$205K -$33K -592 -13%
BWM
806
BigSur Wealth Management
Florida
$205K
KTA
807
Keeley-Teton Advisors
Illinois
$205K
QI
808
Qtron Investments
Massachusetts
$205K +$1.06K +19 +0.5%
SW
809
SVB Wealth
Massachusetts
$204K -$33.3K -599 -13%
BOPW
810
Brandywine Oak Private Wealth
Pennsylvania
$204K -$17.3K -311 -7%
RTC
811
Riverview Trust Company
Washington
$204K
MIP
812
Mondrian Investment Partners
United Kingdom
$204K +$40.9K +734 +23%
FAG
813
Fortitude Advisory Group
Washington
$203K +$62K +1,114 +39%
MHR
814
Matthew Hamilton Rosenberg
$203K +$86.7K +1,557 +65%
PWA
815
Physician Wealth Advisors
Utah
$201K -$31.4K -564 -13%
AIM
816
Alhambra Investment Management
Florida
$201K
CCM
817
Canal Capital Management
Virginia
$200K -$12.4K -222 -5%
HNWAG
818
High Net Worth Advisory Group
Florida
$191K
TIA
819
Tiemann Investment Advisors
California
$185K -$32.2K -578 -14%
CCA
820
Column Capital Advisors
Indiana
$182K
JFGIW
821
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$182K +$5.01K +90 +3%
Credit Agricole
822
Credit Agricole
France
$182K +$183K +3,289 +1,232%
EWA
823
EverSource Wealth Advisors
Alabama
$164K +$20.1K +362 +13%
GTAM
824
Global Trust Asset Management
Florida
$162K -$3.17K -57 -2%
GIA
825
GHP Investment Advisors
Colorado
$161K +$175K +3,137 New

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.