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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
HDIM
826
Hanson & Doremus Investment Management
Vermont
$156K +$22.3K +401 +15%
FBT
827
First Bank & Trust
South Dakota
$155K -$1.97M -35,358 -92%
FPS
828
Fieldpoint Private Securities
Connecticut
$152K -$15.1K -271 -8%
SC
829
Sierra Capital
Florida
$149K
FCA
830
FinTrust Capital Advisors
South Carolina
$147K -$134K -2,410 -46%
EDRH
831
Edmond de Rothschild Holding
Switzerland
$146K
ACM
832
Aquatic Capital Management
Illinois
$146K +$153K +2,755 +3,096%
TRCT
833
Tower Research Capital (TRC)
New York
$145K +$158K +2,836 New
AA
834
Addison Advisors
Vermont
$143K +$86.2K +1,548 +124%
GEA
835
Glen Eagle Advisors
New Jersey
$142K -$24.8K -445 -14%
CWP
836
Concord Wealth Partners
Virginia
$142K -$19.8K -356 -11%
WBC
837
West Branch Capital
Massachusetts
$141K +$5.01K +90 +3%
FPB
838
First PREMIER Bank
South Dakota
$139K +$17.3K +311 +13%
SCA
839
Stonebridge Capital Advisors
Minnesota
$131K
GRP
840
Global Retirement Partners
California
$131K +$145K +2,603 New
PCG
841
Private Capital Group
Connecticut
$129K +$1.67K +30 +1%
Toronto Dominion Bank
842
Toronto Dominion Bank
Ontario, Canada
$128K +$33.4K +600 +32%
CAL
843
Capital Analysts LLC
Pennsylvania
$127K -$21.3K -382 -13%
JWA
844
JFS Wealth Advisors
Pennsylvania
$121K +$50.5K +907 +63%
HFM
845
Hartford Financial Management
Connecticut
$117K
IFS
846
Intelligent Financial Strategies
Minnesota
$117K
PPWM
847
PFG Private Wealth Management
Florida
$117K +$127K +2,287 New
Koshinski Asset Management
848
Koshinski Asset Management
Illinois
$115K +$2.67K +48 +2%
CI Investments Inc
849
CI Investments Inc
Ontario, Canada
$112K +$4.17K +75 +4%
CHA
850
Carmichael Hill & Associates
Maryland
$99K

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.