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Unilever
UL

1,104 hedge funds and large institutions have $13.2B invested in Unilever in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 377 increasing their positions, 406 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 62

42% more call options, than puts

Call options by funds: $213M | Put options by funds: $150M

15% more capital invested

Capital invested by funds: $11.4B → $13.2B (+$1.71B)

8% more funds holding

Funds holding: 1,019 → 1,104 (+85)

0.17% more ownership

Funds ownership: 9.15% → 9.32% (+0.17%)

7% less repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 406

4% less funds holding in top 10

Funds holding in top 10: 24 → 23 (-1)

Holders
1,104
Holders Change
+85
Holders Change %
+8.34%
% of All Funds
17.75%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
163
Increased
377
Reduced
406
Closed
62
Calls
$213M
Puts
$150M
Net Calls
+$62.9M
Net Calls Change
-$33.3M

Top Buyers

Rank Fund Capital Flow
1
PG
Pendal Group
Australia
+$215M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$160M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$36.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$26.1M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$80.9M
2
BlackRock
BlackRock
New York
-$57.7M
3
RRAM
River Road Asset Management
Kentucky
-$50.8M
4
CCM
Cullen Capital Management
New York
-$47.4M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$44.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1076
PrairieView Partners
Minnesota
$3K – – –
FA
1077
Fiduciary Alliance
South Carolina
$2.87K +$2.73K +51 New
TWD
1078
True Wealth Design
Ohio
$2.67K +$2.52K +47 New
PSB
1079
Piscataqua Savings Bank
New Hampshire
$2.52K – – –
AWM
1080
Accurate Wealth Management
Florida
$2.35K +$2.19K +41 New
NMG
1081
New Millennium Group
Utah
$2.21K – – –
BCM
1082
Bourgeon Capital Management
Connecticut
$2.12K – – –
Jones Financial Companies
1083
Jones Financial Companies
Missouri
$2K -$6.32K -118 -76%
ST
1084
Sageworth Trust
Pennsylvania
$2K +$2.03K +38 New
FSWA
1085
Financial Synergies Wealth Advisors
Texas
$1.71K – – –
CWA
1086
Clearview Wealth Advisors
Oregon
$1.66K +$1.55K +29 New
ECM
1087
Estabrook Capital Management
New York
$1.61K – – –
GJIA
1088
Glass Jacobson Investment Advisors
Maryland
$1.51K +$1.45K +27 New
SWM
1089
Sanctuary Wealth Management
Idaho
$1.31K +$1.23K +23 New
LSA
1090
Lansing Street Advisors
Pennsylvania
$1.21K +$1.12K +21 New
AFS
1091
Annapolis Financial Services
Maryland
$1.11K -$18K -337 -94%
CPG
1092
Cornerstone Planning Group
New Jersey
$1.06K +$1.02K +19 New
BONH
1093
Bank of New Hampshire
New Hampshire
$1K – – –
IHWM
1094
Iron Horse Wealth Management
Iowa
$1K +$482 +9 New
MFA
1095
McClarren Financial Advisors
Pennsylvania
$1K +$1.12K +21 New
TCWA
1096
Ten Capital Wealth Advisors
Washington
$957 – – –
CAS
1097
Coppell Advisory Solutions
Texas
$755 +$696 +13 New
CASC
1098
Coppell Advisory Solutions Corp
Texas
$755 +$696 +13 New
AWM
1099
Abound Wealth Management
Tennessee
$605 +$589 +11 New
CCM
1100
Cribstone Capital Management
Maine
$504 – – –
42 43
44
45 46

UL Hedge Fund Activity: Q4 2022 in Review

1,104 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2022, worth a combined $13.2B — up 15% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new UL positions and 62 closed out — a net gain of 101 holders — while 377 added to existing stakes and 406 trimmed.

The largest buyer was Pendal Group, adding an estimated $215M. The largest seller was Capital International Investors, cutting an estimated $80.9M.

  • 1,104 institutional investors held Unilever (UL) as of Q4 2022, up from 1,019 in Q3 2022.
  • Funds reported $13.2B of Unilever stock for Q4 2022, up 15% quarter-over-quarter.
  • 163 funds opened new Unilever positions in Q4 2022 and 62 closed out, a net change of +101 holders.
  • The largest Unilever buyer in Q4 2022 was Pendal Group, an estimated $215M added.
  • The largest Unilever seller in Q4 2022 was Capital International Investors, an estimated $80.9M sold.

Based on aggregated 13F filings for Q4 2022.