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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
SWM
901
Sugarloaf Wealth Management
Georgia
$37K
JWM
902
Janiczek Wealth Management
Colorado
$36K +$38.1K +684 +5,700%
CA
903
Clearstead Advisors
Ohio
$35K +$10.4K +187 +38%
AAP
904
Arax Advisory Partners
Colorado
$34K -$41K -736 -53%
PB
905
Pinnacle Bancorp
Nebraska
$34K +$14K +252 +61%
TWM
906
Tradition Wealth Management
Minnesota
$34K +$37.1K +667 New
WPWM
907
Western Pacific Wealth Management
Illinois
$33K
JIR
908
James Investment Research
Ohio
$31K
C
909
Covestor
United Kingdom
$30K +$22.2K +398 +204%
FP
910
Financial Perspectives
Minnesota
$28.9K
TIM
911
Tortoise Investment Management
New York
$27K
CTB
912
Country Trust Bank
Illinois
$26K
LPP
913
Life Planning Partners
Florida
$25K
PMFA
914
Plante Moran Financial Advisors
Michigan
$24K -$8.24K -148 -24%
CA
915
Centerpoint Advisors
Massachusetts
$23K -$668 -12 -3%
IFA
916
Interactive Financial Advisors
Illinois
$23K
FWM
917
Focused Wealth Management
New York
$23K +$223 +4 +0.9%
MCM
918
Manchester Capital Management
Vermont
$23K +$779 +14 +3%
AWM
919
Atticus Wealth Management
Florida
$23K +$1.73K +31 +8%
EIP
920
Ellis Investment Partners
Pennsylvania
$22K -$278 -5 -1%
MRCM
921
M&R Capital Management
New Jersey
$22K
POIA
922
Pin Oak Investment Advisors
Texas
$22K
RBC
923
Roble Belko & Company
Pennsylvania
$22K
RIM
924
Rockbridge Investment Management
New York
$21.2K -$150K -2,695 -87%
SA
925
SRH Advisors
Kansas
$21K

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.