Unilever
1,109 hedge funds and large institutions have $12.7B invested in Unilever in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 373 increasing their positions, 449 reducing their positions, and 74 closing their positions.
39% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 74
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
11% more call options, than puts
Call options by funds: $154M | Put options by funds: $138M
1% more funds holding
Funds holding: 1,093 → 1,109 (+16)
2% more capital invested
Capital invested by funds: $12.5B → $12.7B (+$194M)
0.64% less ownership
Funds ownership: 8.81% → 8.18% (-0.64%)
17% less repeat investments, than reductions
Existing positions increased: 373 | Existing positions reduced: 449
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$68.4M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$65.6M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$63.6M |
| 4 |
ClearBridge Investments
New York
|
+$58.6M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$442M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$200M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$87.5M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$58.8M |
| 5 |
JP Morgan Chase
New York
|
-$57.9M |
UL Hedge Fund Activity: Q2 2024 in Review
1,109 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2024, worth a combined $12.7B — up 1.6% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new UL positions and 74 closed out — a net gain of 29 holders — while 373 added to existing stakes and 449 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $68.4M. The largest seller was BlackRock, cutting an estimated $442M.
- 1,109 institutional investors held Unilever (UL) as of Q2 2024, up from 1,093 in Q1 2024.
- Funds reported $12.7B of Unilever stock for Q2 2024, up 1.6% quarter-over-quarter.
- 103 funds opened new Unilever positions in Q2 2024 and 74 closed out, a net change of +29 holders.
- The largest Unilever buyer in Q2 2024 was Fisher Asset Management, an estimated $68.4M added.
- The largest Unilever seller in Q2 2024 was BlackRock, an estimated $442M sold.
Based on aggregated 13F filings for Q2 2024.