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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
DSC
1051
Duncker Streett & Co
Missouri
$24K +$25.4K +376 New
RMP
1052
Richards, Merrill & Peterson
Washington
$24K +$25.4K +376 New
CSPIA
1053
Cary Street Partners Investment Advisory
Virginia
$23.8K -$10.2M -150,984 -100%
TIM
1054
Tortoise Investment Management
New York
$23.3K -$4.52K -67 -16%
AFG
1055
Albion Financial Group
Utah
$23K +$12.7K +188 +109%
ITIM
1056
Indiana Trust & Investment Management
Indiana
$22.9K
PAM
1057
Paradigm Asset Management
New York
$22.7K -$2.57M -38,044 -99%
BC
1058
Barrett & Company
Rhode Island
$22.7K
CCC
1059
Chelsea Counsel Company
California
$22.7K
CAC
1060
Core Alternative Capital
Georgia
$22.7K
PCWA
1061
Pacific Capital Wealth Advisors
California
$22.7K
TC
1062
Trust Company
Kansas
$22.7K
Baillie Gifford & Co
1063
Baillie Gifford & Co
United Kingdom
$22.6K +$5.27K +78 +28%
HWM
1064
Hemington Wealth Management
Virginia
$22K
WTFG
1065
Wood Tarver Financial Group
Idaho
$21K +$22.4K +331 New
NWMP
1066
Noble Wealth Management PBC
Colorado
$20.9K +$22.1K +328 New
CNBTD
1067
Citizens National Bank Trust Department
Mississippi
$20.3K
ME
1068
McIlrath & Eck
Washington
$20.3K
AWM
1069
Activest Wealth Management
Florida
$19.8K +$8.98K +133 +75%
MRP
1070
Measured Risk Portfolios
California
$19.7K +$20.9K +309 New
KFI
1071
Key Financial Inc
Pennsylvania
$19.2K +$2.9K +43 +17%
FWA
1072
FSC Wealth Advisors
New York
$18.9K -$608 -9 -3%
CWM
1073
Centricity Wealth Management
Ohio
$18.7K +$19.7K +292 New
CAS
1074
Coppell Advisory Solutions
Texas
$18.5K +$2.36K +35 +14%
QPBE
1075
Quintet Private Bank (Europe)
Luxembourg
$18.4K

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.