Unilever
1,052 hedge funds and large institutions have $13.4B invested in Unilever in 2020 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 471 increasing their positions, 115 reducing their positions, and 24 closing their positions.
1,563% more first-time investments, than exits
New positions opened: 399 | Existing positions closed: 24
310% more repeat investments, than reductions
Existing positions increased: 471 | Existing positions reduced: 115
141% more capital invested
Capital invested by funds: $5.55B → $13.4B (+$7.83B)
53% more funds holding
Funds holding: 686 → 1,052 (+366)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
0.64% more ownership
Funds ownership: 6.85% → 7.5% (+0.64%)
13% less call options, than puts
Call options by funds: $70.1M | Put options by funds: $80.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.12B |
| 2 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
+$673M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$613M |
| 4 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
+$442M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$439M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$25.5M |
| 2 |
Jane Street
New York
|
-$20.5M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$14.7M |
| 4 |
DWA
Douglass Winthrop Advisors
New York
|
-$12.5M |
| 5 |
GCM
Gabalex Capital Management
New York
|
-$9.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1076
Simplex Trading
Chicago,
Illinois
| – | +$2.11M | +31,049 | +397% |
|
UL Hedge Fund Activity: Q4 2020 in Review
1,052 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2020, worth a combined $13.4B — up 141% from $5.55B a quarter earlier.
Buyers outnumbered sellers: 399 funds opened new UL positions and 24 closed out — a net gain of 375 holders — while 471 added to existing stakes and 115 trimmed.
The largest buyer was BlackRock, adding an estimated $1.12B. The largest seller was Fiduciary Management Inc, cutting an estimated $25.5M.
- 1,052 institutional investors held Unilever (UL) as of Q4 2020, up from 686 in Q3 2020.
- Funds reported $13.4B of Unilever stock for Q4 2020, up 141% quarter-over-quarter.
- 399 funds opened new Unilever positions in Q4 2020 and 24 closed out, a net change of +375 holders.
- The largest Unilever buyer in Q4 2020 was BlackRock, an estimated $1.12B added.
- The largest Unilever seller in Q4 2020 was Fiduciary Management Inc, an estimated $25.5M sold.
Based on aggregated 13F filings for Q4 2020.