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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
CIBC World Market
76
CIBC World Market
Ontario, Canada
$22.5M +$7.32M +131,473 +43%
CS
77
Credit Suisse
Switzerland
$22.2M +$23.6M +423,689 +5,033%
CCM
78
Causeway Capital Management
California
$22.1M +$3.72M +66,868 +18%
Brown Advisory
79
Brown Advisory
Maryland
$21.6M -$1.01M -18,152 -4%
TBC
80
Tweedy, Browne Co
Connecticut
$21.2M -$345K -6,194 -1%
GD
81
Grandfield & Dodd
New York
$20.3M +$273K +4,911 +1%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$20M +$2.09M +37,605 +11%
RMCM
83
Reynders McVeigh Capital Management
Massachusetts
$19.8M -$771K -13,859 -3%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.7M +$16.4M +295,123 +331%
ISL
85
Ingalls & Snyder LLC
New York
$17.9M -$40.4K -726 -0.2%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$17.6M +$683K +12,268 +4%
BCM
87
Becker Capital Management
Oregon
$17.2M +$2.43M +43,667 +15%
CGH
88
Crossmark Global Holdings
Texas
$17.1M +$216K +3,883 +1%
CAI
89
Capital Advisors Inc
Oklahoma
$16.9M -$5.63M -101,234 -23%
Millennium Management
90
Millennium Management
New York
$16.5M +$17.4M +311,725 +3,016%
KAS
91
Kemnay Advisory Services
New York
$16.2M +$6.15M +110,423 +54%
GG
92
Gofen & Glossberg
Illinois
$15.5M -$98.4K -1,768 -0.6%
ZAM
93
Zevin Asset Management
Massachusetts
$14.9M +$763K +13,706 +5%
JMPWA
94
JP Morgan Private Wealth Advisors
California
$14.8M +$589K +10,588 +4%
YL
95
YCG LLC
Texas
$14.8M +$8.52K +153 +0.1%
Osaic Holdings
96
Osaic Holdings
Arizona
$14.7M +$166K +2,988 +1%
CCMIC
97
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$14.5M +$1.25M +22,513 +9%
EPAM
98
Euro Pacific Asset Management
Puerto Rico
$14.5M +$6.54M +117,524 +72%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$13.6M +$5.06M +90,957 +52%
PFM
100
Parsec Financial Management
North Carolina
$13.5M +$140K +2,524 +1%

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.