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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
AIA
1051
Angeles Investment Advisors
California
-$225K -4,369 Closed
BO
1052
BRR OpCo
Ohio
-$224K -4,344 Closed
CG
1053
Cynosure Group
Utah
-$222K -4,300 Closed
MMPW
1054
Mitchell McLeod Pugh & Williams
Alabama
-$219K -4,242 Closed
AC
1055
Annandale Capital
Texas
-$218K -4,237 Closed
CIP
1056
Champlain Investment Partners
Vermont
-$216K -4,196 Closed
SFG
1057
Sather Financial Group
Texas
-$214K -4,144 Closed
SWA
1058
SFMG Wealth Advisors
Texas
-$210K -4,080 Closed
RWB
1059
RMR Wealth Builders
New Jersey
-$209K -4,044 Closed
BWM
1060
BigSur Wealth Management
Florida
-$206K -4,000 Closed
KTA
1061
Keeley-Teton Advisors
Illinois
-$206K -4,000 Closed
NQWM
1062
Northwest Quadrant Wealth Management
Oregon
-$206K -3,988 Closed
FAG
1063
Fortitude Advisory Group
Washington
-$205K -3,970 Closed
CCA
1064
Cottonwood Capital Advisors
Utah
-$204K -3,960 Closed
RIA
1065
Regal Investment Advisors
Michigan
-$202K -3,924 Closed
AIM
1066
Alhambra Investment Management
Florida
-$202K -3,911 Closed
NDSI
1067
Newman Dignan & Sheerar Inc
Rhode Island
-$202K -3,911 Closed
RPCONE
1068
Retirement Planning Company of New England
Rhode Island
-$200K -3,890 Closed
GC
1069
Gratus Capital
Georgia
-$200K -3,881 Closed
PWA
1070
Physician Wealth Advisors
Utah
-$212K -3,846 Closed
TIA
1071
Tiemann Investment Advisors
California
-$186K -3,600 Closed
JFGIW
1072
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$184K -3,576 Closed
CI
1073
CX Institutional
Indiana
-$172K -3,340 Closed
SC
1074
Sierra Capital
Florida
-$150K -2,913 Closed
CWP
1075
Concord Wealth Partners
Virginia
-$139K -2,688 Closed

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.