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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
FFC
976
First Financial Corp
Indiana
$6K +$2.04K +39 +44%
VCM
977
Versant Capital Management
Arizona
$5K
AWM
978
AllSquare Wealth Management
New York
$4K
CWM
979
Castle Wealth Management
Florida
$4K
CSB
980
City State Bank
Iowa
$4K
KFP
981
KB Financial Partners
New Jersey
$4K
LB
982
Legacy Bridge
Iowa
$4K
TF
983
Tompkins Financial
New York
$4K
Macquarie Group
984
Macquarie Group
Australia
$4K +$4.6K +88 New
TAM
985
Tucker Asset Management
Colorado
$3.87K +$3.97K +76 New
KFS
986
Kelly Financial Services
Massachusetts
$3.37K
MOS
987
MGO One Seven
Ohio
$3.04K +$200K +3,824 +10%
WPWM
988
Western Pacific Wealth Management
Illinois
$3K -$30K -575 -89%
EIP
989
Ellis Investment Partners
Pennsylvania
$3K -$4.28K -82 -51%
MBFW
990
Morton Brown Family Wealth
Pennsylvania
$3K -$627 -12 -16%
CCM
991
Copeland Capital Management
Pennsylvania
$3K
JFA
992
JNBA Financial Advisors
Minnesota
$3K
LWANC
993
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
PP
994
PrairieView Partners
Minnesota
$3K
HWM
995
HighMark Wealth Management
Minnesota
$3K +$104 +2 +3%
TFA
996
Transamerica Financial Advisors
Florida
$3K +$3.08K +59 New
CT
997
Clearstead Trust
Maine
$3K +$3.24K +62 New
WWP
998
WR Wealth Planners
Missouri
$2.85K
ACM
999
Absolute Capital Management
Pennsylvania
$2.28K +$2.35K +45 New
BCM
1000
Bourgeon Capital Management
Connecticut
$2K

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.