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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
AIP
951
Ahrens Investment Partners
Louisiana
$12K
LWP
952
Laurel Wealth Planning
Minnesota
$12K
BCA
953
Bray Capital Advisors
Florida
$11K
KA
954
Kozak & Associates
Colorado
$11K
BBPWM
955
Blue Bell Private Wealth Management
Pennsylvania
$10K
CPFP
956
Clear Perspectives Financial Planning
Ohio
$10K
IFAM
957
Institutional & Family Asset Management
Colorado
$10K
HFS
958
HBC Financial Services
Washington
$10K +$167 +3 +1%
BHWM
959
Beaird Harris Wealth Management
Texas
$10K +$10.7K +193 New
ATC
960
Adirondack Trust Company
New York
$9K
FA
961
Financial Avengers
California
$9K
LS
962
Leelyn Smith
Illinois
$9K +$111 +2 +1%
ANBT
963
American National Bank & Trust
Texas
$8K
CBT
964
CoreFirst Bank & Trust
Kansas
$8K
WWM
965
Wolff Wiese Magana
California
$8K
CA
966
Crewe Advisors
Utah
$7K
LF
967
Lee Financial
Texas
$7K
M1FG
968
Mach-1 Financial Group
Arkansas
$7K
FMP
969
Financial Management Professionals
Texas
$7K +$334 +6 +5%
GIA
970
Goodwin Investment Advisory
Georgia
$7K +$7.4K +133 New
BDWM
971
Brewin Dolphin Wealth Management
Ireland
$7K +$7.63K +137 New
MVIP
972
Mar Vista Investment Partners
California
$6K -$52.6M -945,542 -100%
DAC
973
Dividend Assets Capital
South Carolina
$6K
TWA
974
TCI Wealth Advisors
Arizona
$6K
VCM
975
Versant Capital Management
Arizona
$6K

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.