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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
WWP
1001
WR Wealth Planners
Missouri
$2.96K +$3.23K +58 New
AFG
1002
Albion Financial Group
Utah
$2K -$1.89K -34 -50%
SOW
1003
State of Wyoming
Wyoming
$2K -$445 -8 -15%
BCM
1004
Bourgeon Capital Management
Connecticut
$2K
CI
1005
Carroll Investors
South Carolina
$2K
PSB
1006
Piscataqua Savings Bank
New Hampshire
$2K
ECM
1007
Estabrook Capital Management
New York
$1.46K
CFD
1008
Creative Financial Designs
Indiana
$1K -$4.45K -80 -84%
QC
1009
Quent Capital
New York
$1K
RCM
1010
Regency Capital Management
Hawaii
$1K +$1K +18 New
ONST
1011
Old North State Trust
North Carolina
$463 -$502K -9,021 -100%
NDSI
1012
Newman Dignan & Sheerar Inc
Rhode Island
$201
Macquarie Group
1013
Macquarie Group
Australia
$7 +$7.79K +140 New
FGAM
1014
Financial Gravity Asset Management
Texas
$1 -$390 -7 -15%
CP
1015
Coho Partners
Pennsylvania
-$132M -2,185,398 Closed
TFA
1016
Tobias Financial Advisors
Florida
-$33.5M -553,327 Closed
IAIM
1017
Industrial Alliance Investment Management
Quebec, Canada
-$25.5M -421,200 Closed
Verition Fund Management
1018
Verition Fund Management
Connecticut
-$14.8M -244,956 Closed
GCM
1019
Gabalex Capital Management
New York
-$13.4M -222,222 Closed
SSA
1020
Schonfeld Strategic Advisors
New York
-$5.22M -86,311 Closed
MCP
1021
Mirador Capital Partners
California
-$4.51M -74,614 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1022
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$3.75M -61,956 Closed
CWM
1023
Chronos Wealth Management
Florida
-$3.65M -60,248 Closed
MA
1024
Menlo Advisors
California
-$3.54M -58,571 Closed
SFS
1025
Sowell Financial Services
Arkansas
-$2.96M -48,900 Closed

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.