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
WS
1076
Wedbush Securities
California
-$305K -5,034 Closed
FWM
1077
Frontier Wealth Management
Missouri
-$302K -4,985 Closed
RIA
1078
Regal Investment Advisors
Michigan
-$291K -4,805 Closed
LFA
1079
Legacy Financial Advisors
Kentucky
-$285K -4,710 Closed
PWMAG
1080
Pinnacle Wealth Management Advisory Group
New Jersey
-$284K -4,688 Closed
FNWM
1081
Financial Network Wealth Management
Utah
-$274K -4,524 Closed
CAM
1082
Carret Asset Management
New York
-$273K -4,516 Closed
LWM
1083
Laidlaw Wealth Management
New York
-$270K -4,464 Closed
WANY
1084
Wealthspire Advisors (New York)
New York
-$270K -4,458 Closed
FW
1085
FirstPurpose Wealth
Utah
-$269K -4,453 Closed
LWAC
1086
Laurel Wealth Advisors (California)
California
-$268K -4,428 Closed
ESB
1087
Essex Savings Bank
Connecticut
-$260K -4,284 Closed
MG
1088
Mather Group
Illinois
-$252K -4,164 Closed
SPC
1089
Stewart & Patten Company
California
-$245K -4,044 Closed
MLL
1090
Moody Lynn & Lieberson
Massachusetts
-$240K -3,968 Closed
HCC
1091
Hirtle Callaghan & Co
Pennsylvania
-$239K -3,944 Closed
JWCA
1092
J.W. Cole Advisors
Florida
-$238K -3,929 Closed
WSTAM
1093
Wilbanks Smith & Thomas Asset Management
Virginia
-$237K -3,916 Closed
SA
1094
SL Advisors
New Jersey
-$236K -3,904 Closed
GC
1095
Gratus Capital
Georgia
-$235K -3,881 Closed
PNC
1096
Park National Corp
Ohio
-$232K -3,839 Closed
EIP
1097
Epoch Investment Partners
New York
-$227K -3,757 Closed
SC
1098
Sepio Capital
Utah
-$226K -3,739 Closed
RDWM
1099
Red Door Wealth Management
Tennessee
-$226K -3,735 Closed
LNC
1100
Lincoln National Corp
Pennsylvania
-$224K -3,714 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.