We are live on ! Find out more
UL icon

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
Geode Capital Management
1026
Geode Capital Management
Massachusetts
-$2.64M -43,684 Closed
YIH
1027
Y-Intercept (HK)
Hong Kong
-$2.64M -43,683 Closed
PCA
1028
Providence Capital Advisors
North Carolina
-$2.06M -37,089 -100%
SJIA
1029
St. James Investment Advisors
New York
-$1.72M -28,412 Closed
Marshall Wace
1030
Marshall Wace
United Kingdom
-$1.68M -27,764 Closed
PA
1031
Perennial Advisors
New York
-$1.31M -21,714 Closed
DA
1032
Duality Advisers
Florida
-$1.25M -20,710 Closed
MPM
1033
MBB Public Markets
Illinois
-$1.25M -20,574 Closed
RSC
1034
Red Spruce Capital
Pennsylvania
-$1.24M -20,480 Closed
PGAM
1035
Princeton Global Asset Management
New Jersey
-$1.21M -20,009 Closed
PM
1036
Phraction Management
Connecticut
-$1.14M -18,770 Closed
IRAG
1037
Investment Research & Advisory Group
Georgia
-$1.1M -18,188 Closed
FCM
1038
Fourpath Capital Management
Oklahoma
-$997K -16,476 Closed
Calamos Advisors
1039
Calamos Advisors
Illinois
-$981K -16,217 Closed
JC
1040
JB Capital
Connecticut
-$980K -16,199 Closed
ACS
1041
Archford Capital Strategies
Illinois
-$960K -15,861 Closed
OL
1042
Optas LLC
Texas
-$920K -15,191 Closed
AFM
1043
Andesa Financial Management
Pennsylvania
-$917K -15,152 Closed
SEC
1044
Seven Eight Capital
New York
-$877K -14,500 Closed
PA
1045
Procyon Advisors
Connecticut
-$870K -14,380 Closed
PWS
1046
Peloton Wealth Strategists
Indiana
-$807K -13,333 Closed
WFI
1047
West Family Investments
California
-$805K -13,297 Closed
SG Americas Securities
1048
SG Americas Securities
New York
-$763K -12,604 Closed
BSAM
1049
Blue Square Asset Management
New York
-$753K -12,442 Closed
HCM
1050
Hutner Capital Management
Vermont
-$734K -12,135 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.