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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
MIM
826
Martin Investment Management
Florida
$218K – – –
TFA
827
Tranquilli Financial Advisor
New Jersey
$218K +$218K +3,217 New
BCP
828
Blackhawk Capital Partners
Wisconsin
$217K +$212K +3,125 New
HC
829
Hourglass Capital
Texas
$217K +$217K +3,200 New
NAM
830
NorthCoast Asset Management
Connecticut
$216K +$216K +3,182 New
JWCA
831
J.W. Cole Advisors
Florida
$215K +$214K +3,160 New
AM
832
Atwater Malick
Pennsylvania
$215K +$214K +3,161 New
CA
833
Claro Advisors
Massachusetts
$213K -$1.29K -19 -0.6%
LFA
834
Legacy Financial Advisors
Kentucky
$213K +$213K +3,137 New
CAS
835
Coppell Advisory Solutions
Texas
$213K +$213K +3,140 New
MKA
836
M. Kulyk & Associates
Georgia
$212K +$212K +3,128 New
BWCS
837
Beirne Wealth Consulting Services
Connecticut
$211K +$211K +3,105 New
WCF
838
West Coast Financial
California
$209K +$208K +3,071 New
OCG
839
Opus Capital Group
Ohio
$208K +$208K +3,067 New
ICM
840
IMS Capital Management
Oregon
$207K +$207K +3,044 New
ARG
841
Advisory Resource Group
Oklahoma
$207K +$207K +3,054 New
Thrivent Financial for Lutherans
842
Thrivent Financial for Lutherans
Minnesota
$205K +$205K +3,017 New
FI
843
FormulaFolio Investments
Michigan
$204K +$203K +2,998 New
LF
844
Lantz Financial
Illinois
$204K +$204K +3,012 New
FG
845
Fiduciary Group
Georgia
$203K +$226K +3,327 New
RIM
846
Rockbridge Investment Management
New York
$202K +$5.16K +76 +3%
JSC
847
Jackson Square Capital
California
$201K +$185K +2,722 +1,149%
RWB
848
RMR Wealth Builders
New Jersey
$199K +$199K +2,927 New
TFM
849
TFC Financial Management
Massachusetts
$197K +$90.6K +1,335 +85%
FMII
850
Farmers & Merchants Investments Inc
Nebraska
$195K +$91.4K +1,347 +88%
32 33
34
35 36

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.