Unilever
1,097 hedge funds and large institutions have $13.3B invested in Unilever in 2021 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 349 increasing their positions, 424 reducing their positions, and 70 closing their positions.
160% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 70
91% more call options, than puts
Call options by funds: $237M | Put options by funds: $124M
9% more funds holding
Funds holding: 1,003 → 1,097 (+94)
4% more capital invested
Capital invested by funds: $12.7B → $13.3B (+$512M)
0.46% more ownership
Funds ownership: 8.08% → 8.53% (+0.46%)
18% less repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 424
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$384M |
| 2 |
PG
Pendal Group
Sydney,
Australia
|
+$299M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$71.7M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$42.7M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$92.1M |
| 2 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$48.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$35.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$34.8M |
| 5 |
Morgan Stanley
New York
|
-$19.2M |
UL Hedge Fund Activity: Q4 2021 in Review
1,097 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2021, worth a combined $13.3B — up 4% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new UL positions and 70 closed out — a net gain of 112 holders — while 349 added to existing stakes and 424 trimmed.
The largest buyer was GQG Partners, opening a new position worth an estimated $384M. The largest seller was BlackRock, cutting an estimated $92.1M.
- 1,097 institutional investors held Unilever (UL) as of Q4 2021, up from 1,003 in Q3 2021.
- Funds reported $13.3B of Unilever stock for Q4 2021, up 4% quarter-over-quarter.
- 182 funds opened new Unilever positions in Q4 2021 and 70 closed out, a net change of +112 holders.
- The largest Unilever buyer in Q4 2021 was GQG Partners, an estimated $384M added.
- The largest Unilever seller in Q4 2021 was BlackRock, an estimated $92.1M sold.
Based on aggregated 13F filings for Q4 2021.