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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
S
926
Surevest
California
$21K
WB
927
Webster Bank
Connecticut
$21K
NFSG
928
Newbridge Financial Services Group
Florida
$21K +$10.1K +182 +81%
RA
929
Rational Advisors
New York
$21K +$22.9K +412 New
KFI
930
Key Financial Inc
Pennsylvania
$19K
MCA
931
Maryland Capital Advisors
Maryland
$19K
MAM
932
Meeder Asset Management
Ohio
$19K
DHGWA
933
Dixon Hughes Goodman Wealth Advisors
North Carolina
$18K -$946 -17 -5%
IWP
934
IAG Wealth Partners
Wisconsin
$18K
TCM
935
Tradewinds Capital Management
Washington
$18K
TC
936
Trust Company
Kansas
$18K
SWA
937
SOA Wealth Advisors
New York
$18K +$56 +1 +0.3%
CIA
938
Cascade Investment Advisors
Oregon
$17.1K
ADL
939
Asset Dedication LLC
California
$17K -$13.8K -248 -43%
DI
940
Disciplined Investments
Oklahoma
$16K -$7.68K -138 -30%
ME
941
McIlrath & Eck
Washington
$16K
ARMC
942
American Research & Management Company
Massachusetts
$14K
FCT
943
First Community Trust
Iowa
$14K
PWC
944
PYA Waltman Capital
Tennessee
$14K
NC
945
NewSquare Capital
Pennsylvania
$14K +$14.9K +267 New
SFFS
946
Stonehage Fleming Financial Services
Jersey
$14K +$16.3K +292 New
BWL
947
Bogart Wealth LLC
Virginia
$13K -$1.78K -32 -11%
FCG
948
Financial Connections Group
California
$13K
HCM
949
Highlander Capital Management
New Jersey
$13K
ARIS
950
Advanced Research Investment Solutions
California
$13K +$13.6K +245 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.