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Unilever

1,186 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 454 increasing their positions, 408 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 106

16% more call options, than puts

Call options by funds: $165M | Put options by funds: $143M

11% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 408

1% more funds holding

Funds holding: 1,1741,186 (+12)

0.06% more ownership

Funds ownership: 7.82%7.88% (+0.06%)

12% less capital invested

Capital invested by funds: $14.2B → $12.5B (-$1.75B)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
1,186
Holders Change
+12
Holders Change %
+1.02%
% of All Funds
15.62%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
141
Increased
454
Reduced
408
Closed
106
Calls
$165M
Puts
$143M
Net Calls
+$22.2M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1026
Oakworth Capital
Alabama
$37.6K
NFSG
1027
Newbridge Financial Services Group
Florida
$36.1K +$38.2K +565 New
FP
1028
Financial Perspectives
Minnesota
$36K
UBP
1029
Union Bancaire Privee
Switzerland
$35.9K +$42.4K +628 New
WB
1030
Webster Bank
Connecticut
$35K
JFGIW
1031
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34.9K -$39K -578 -52%
SS
1032
Sunbelt Securities
Texas
$34.8K -$11.3K -168 -24%
GGI
1033
Godsey & Gibb Inc
Virginia
$34K -$6.62K -98 -16%
FA
1034
Financial Avengers
California
$33.7K +$203 +3 +0.6%
RA
1035
Rise Advisors
New York
$32.6K +$270 +4 +0.8%
CTB
1036
Country Trust Bank
Illinois
$31.9K
TH
1037
TCTC Holdings
Texas
$31.5K
1IA
1038
1620 Investment Advisors
Massachusetts
$30.9K
MCM
1039
Mainstream Capital Management
California
$30.8K +$32.6K +483 New
RF
1040
Roxbury Financial
New Jersey
$30.5K +$30.5K +452 New
RBC
1041
Roble Belko & Company
Pennsylvania
$30K +$2.97K +44 +10%
VWM
1042
Vermillion Wealth Management
Minnesota
$29.6K +$31.3K +464 New
CSB
1043
City State Bank
Iowa
$29.3K
RTL
1044
Red Tortoise LLC
Georgia
$29K
ANBT
1045
American National Bank & Trust
Texas
$28.4K +$30K +444 New
VWA
1046
VSM Wealth Advisory
Maryland
$28.4K +$30K +444 New
FLP
1047
Financial Life Planners
Arizona
$27.5K +$29.2K +432 New
BSB
1048
Bangor Savings Bank
Maine
$26.6K
GSWM
1049
Golden State Wealth Management
California
$25.5K +$27K +400 New
JFA
1050
JNBA Financial Advisors
Minnesota
$24K

UL Hedge Fund Activity: Q4 2024 in Review

1,186 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2024, worth a combined $12.5B — down 12% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new UL positions and 106 closed out — a net gain of 35 holders — while 454 added to existing stakes and 408 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $130M. The largest seller was GQG Partners, cutting an estimated $218M.

  • 1,186 institutional investors held Unilever (UL) as of Q4 2024, up from 1,174 in Q3 2024.
  • Funds reported $12.5B of Unilever stock for Q4 2024, down 12% quarter-over-quarter.
  • 141 funds opened new Unilever positions in Q4 2024 and 106 closed out, a net change of +35 holders.
  • The largest Unilever buyer in Q4 2024 was ClearBridge Investments, an estimated $130M added.
  • The largest Unilever seller in Q4 2024 was GQG Partners, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.