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Unilever

1,019 hedge funds and large institutions have $11.4B invested in Unilever in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 453 increasing their positions, 337 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $200M | Put options by funds: $104M

34% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 337

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

1% more capital invested

Capital invested by funds: $11.4B → $11.4B (+$69M)

0.47% more ownership

Funds ownership: 8.68%9.15% (+0.47%)

4% less funds holding

Funds holding: 1,0571,019 (-38)

25% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 95

Holders
1,019
Holders Change
-38
Holders Change %
-3.6%
% of All Funds
17.55%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.41%
New
71
Increased
453
Reduced
337
Closed
95
Calls
$200M
Puts
$104M
Net Calls
+$96.2M
Net Calls Change
+$7.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
76
Capital Advisors Inc
Oklahoma
$21M +$4.46M +85,404 +25%
EIP
77
Easterly Investment Partners
Massachusetts
$20.8M -$7.79M -149,182 -26%
LCS
78
Levin Capital Strategies
New York
$20.7M -$4.33M -82,783 -16%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$20.7M +$704K +13,473 +3%
GD
80
Grandfield & Dodd
New York
$20.5M +$356K +6,813 +2%
TBC
81
Tweedy, Browne Co
Connecticut
$20.1M -$836 -16 -0%
Ameriprise
82
Ameriprise
Minnesota
$18.5M +$1.26M +24,100 +7%
ISL
83
Ingalls & Snyder LLC
New York
$18.3M +$1.39M +26,611 +8%
RMCM
84
Reynders McVeigh Capital Management
Massachusetts
$17.6M +$1.67M +32,006 +10%
Osaic Holdings
85
Osaic Holdings
Arizona
$16.9M +$889K +17,007 +5%
BCM
86
Becker Capital Management
Oregon
$16.6M +$116K +2,216 +0.7%
KAS
87
Kemnay Advisory Services
New York
$15.6M
Mariner
88
Mariner
Kansas
$15.4M +$3.13M +59,940 +24%
Pacer Advisors
89
Pacer Advisors
Pennsylvania
$15.4M +$4M +76,531 +33%
OMC
90
Old Mission Capital
Illinois
$15.2M +$16.2M +309,171 New
HighTower Advisors
91
HighTower Advisors
Illinois
$15.2M +$1.78M +34,025 +12%
CCMIC
92
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$14.8M +$438K +8,382 +3%
GG
93
Gofen & Glossberg
Illinois
$14.5M -$419K -8,010 -3%
YL
94
YCG LLC
Texas
$14.2M -$9.04K -173 -0.1%
NAMM
95
NorthStar Asset Management (Massachusetts)
Massachusetts
$14.1M +$1.72M +32,857 +13%
ZAM
96
Zevin Asset Management
Massachusetts
$14M -$166K -3,179 -1%
EPAM
97
Euro Pacific Asset Management
Puerto Rico
$14M -$77.5K -1,484 -0.5%
YAM
98
Yacktman Asset Management
Texas
$13.8M +$449K +8,601 +3%
QI
99
QV Investors
Alberta, Canada
$13.5M -$108K -2,062 -0.7%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$13.4M +$2.3M +44,013 +19%

UL Hedge Fund Activity: Q3 2022 in Review

1,019 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2022, worth a combined $11.4B — up 0.61% from $11.4B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of UL and 71 opened new positions — a net loss of 24 holders — while 337 trimmed existing stakes and 453 added.

The largest buyer was Wellington Management Group, adding an estimated $459M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $45.3M sold.

  • 1,019 institutional investors held Unilever (UL) as of Q3 2022, down from 1,057 in Q2 2022.
  • Funds reported $11.4B of Unilever stock for Q3 2022, up 0.61% quarter-over-quarter.
  • 71 funds opened new Unilever positions in Q3 2022 and 95 closed out, a net change of -24 holders.
  • The largest Unilever buyer in Q3 2022 was Wellington Management Group, an estimated $459M added.
  • The largest Unilever seller in Q3 2022 was D.E. Shaw & Co, an estimated $45.3M sold.

Based on aggregated 13F filings for Q3 2022.